Assistant Branch Manager - McKinney Heritage, Texas

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

SUMMARY/OBJECTIVES

The Assistant Branch Manager (ABM) is a key member of a branch team that is responsible for, but not limited to, assisting the Branch Manager in the overall management of the branch.  The ABM supports efforts to maximize revenue, sales, customer satisfaction, minimize operational losses, ensures compliance of operational and security procedures, deepens existing relationships, and minimize customer attrition.  It is also the responsibility of the Assistant Branch Manager to support the administration and coordination of the sales and service activities, promotional campaigns, and product initiatives of their assigned branch.

ESSENTIAL FUNCTIONS

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Assists the Branch Manager in leading the branch to achieve sales goals to include outbound calling, sales meetings, and coaching
• Supervises designated staff members in their daily performance of assigned tasks, which impacts decisions on personnel regarding employment, performance ratings, promotions, salary, transfers, and termination.
• Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Gold Service Standards.
• Performs all functions of SR FSR.
• Opens new deposit accounts and understands the financial services offered by the bank. This includes knowing the features and benefits, rules, regulations, pricing, and a simple definition of each service. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
• Processes all loan applications (within lending authority) and paperwork, extending credit to qualified individuals and businesses through our various installments, commercial, and real estate products. Assists in the collection of delinquent loans.
• Manages loan and deposit exceptions within the expectation of South State Bank both individually and for the branch
• Responsible for the branch’s security procedures and understands the function and operations of the security devices, which are critical in protecting the facility against criminal and fraudulent activity.
• Provides leadership in all areas by setting an example for the staff to follow. Personifies good customer relations and effective selling and cross selling in contacts with customers. Exemplifies through actions and attitude the expectation of all staff members.
• May resolve routine personnel problems.
• Assist tellers in accurate balancing of daily work, assisting in researching differences and making necessary adjustments.
• Resolves customer problems and complaints with courtesy and discretion, explaining policies and procedures as necessary. Considers customer problems and complaints as opportunities to satisfy the customer and promote additional services.
• Is knowledgeable of financial services offered by the bank.
• Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
• Ensures an adequate supply of money is available for daily bank transactions.
• Ensures branch has adequate inventory of supplies.
• Understands and complies with branch audit procedures and conducts self-audits using the Branch Internal Control Review on a quarterly basis.
• Presents a neat and professional personal appearance and orderly work area.
• Develops and maintains a sales culture environment.
• Maintains a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options

OTHER DUTIES

• Accepts other duties as assigned.

COMPETENCIES

• Unquestionable ethics, integrity, and values
• High level of energy, passion, and commitment to excellence
• Strong problem-solving skills, including creativity and innovative thinking
• Strong oral and written communication skills
• Highly professional with strong interpersonal skills

Qualifications, Education, and Certification Requirements

• Education: High School Diploma or equivalent, BA degree and/or 2 years in Banking
•  Experience: Minimum of 3 years’ experience as Customer Service/Sales/Branch Manager, strong organizational skills, previous supervisory experience, strong PC skills, previous banking experience, ability to analyze and solve problems
•  Knowledge: Excellent leadership and communication skills, planning and organizational skills, good decision-making skills, excellent writing skills, training and oral presentation skills, customer service orientation, initiative, excellent interpersonal skills, good computer skills, ability to read, write, speak, and understand English

TRAINING REQUIREMENTS/CLASSES

• The SouthState Way New Team Member Orientation
• Branch Manager Workshop                                                                                                        
• Consumer Lending- Obtain your SSB Lender Credentials                                                                                           
• Banker Foundations
• All assigned Regulatory Compliance training
• Acknowledgement of all policies through DocuSign as assigned                      
• Additional training may be required dependent upon experience            

 PHYSICAL DEMANDS

Must be willing to travel for meetings and classes, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, and reports and identify customers.

WORK ENVIRONMENT

This position is most likely in an open lobby area with an individual workstation or individual desk or could be in a private office. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks. 

TRAVEL

Travel may be required to come to meetings and training as needed.

Work Location: 1650 N. Central Expy. McKinney, Texas 75070

Equal Opportunity Employer, including disabled/veterans.