What are the responsibilities and job description for the Assistant Branch Manager - Auburndale position at South State Bank?
As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work. 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 SouthState 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 SouthState 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.
OTHER DUTIES
Accepts other duties as assigned.
COMPETENCIES
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.
Accepts other duties as assigned.
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.
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 SouthState 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 SouthState 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.
OTHER DUTIES
Accepts other duties as assigned.
COMPETENCIES
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.
Accepts other duties as assigned.
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.
