What are the responsibilities and job description for the Financial Center Assistant Manager 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:
The Financial Center Assistant Manager will manage all aspects of financial center operations. The position will be accountable for customer satisfaction, ensuring the financial center is compliant with all bank policies and procedures, and will contribute in achieving bank sales objectives and targets. This position will also actively participate in referring products and services to customers based on their financial needs.
Responsibilities:
Manage the financial center operations staff to ensure operational efficiencies and optimum customer service is achieved
Responsible for interviewing and selection of non-exempt operations staff
Conduct onboarding and training of operations staff
Manage performance of staff and provide timely feedback
Partner with Human Resources relative to disciplinary action and/or involuntary separations
Manage schedules and workflow
Ensure compliance with operating policies and procedures
Conduct regular one-on-one meetings with direct reports
Conduct training to reinforce policies and procedures pertaining to financial center operations
Ensures completion of required annual training requirements (BAI)
Assist customers by processing a variety of financial transactions efficiently and accurately according to established Bank policies and procedures – as needed
Open new accounts, including but not limited to checking, savings, CD’s, IRA’s, Business
Process maintenance, operations and correspondence for new and existing accounts
Provide account services to customers by receiving deposits, verifying cash and endorsements, cashing checks, accepting savings deposits and withdrawals
Verify customer identity, endorsements, and signatures while maintaining alertness for forgeries, stop payments, fraudulent items, and false identification
Admit customer to safe deposit box
Originate consumer or small business lending
Provide transaction overrides and approvals within authorized limits
Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty
Assist Financial Center Manager with overall management of the financial center
Exercise administrative control over all functions of the financial center including audit and compliance, staffing, employee coaching and motivation
Facilitate financial center meetings for delivery of vital operational information
Oversee building and grounds maintenance and report any issues to Facilities Department
Demonstrate and promote high ethical standards and behaviors in accordance with the values of Independent Financial
Build internal and external relationships through exceptional problem resolution, ownership, and follow-through. Promotes teamwork, cooperation, and collaboration
Stay informed of policy changes/updates and communicate information to financial center team in a timely manner
Support growth, retention, and profitability of accounts to meet sales goals and revenue growth of the financial center
Actively participate in meeting financial center growth initiatives offering referrals and services to new and existing clients
Actively participate in community programs and activities to promote the Bank and generate new customer relationships
Acquire, expand, and retain client relationships with existing clients and prospects to achieve target objectives
Participate in weekly coaching sessions with financial center leadership
Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions
Cross-sell all products and services to meet customers’ needs and achieve strategic objectives and retention goals
Refer to other lines of business in order to expand new and existing relationships
Support growth, retention, and profitability of accounts to meet targets of the financial center
Direct sales processes including behaviors during cross-selling at new account openings, lobby observations, customer profiling, target setting, call preparation, coaching, and managing results
Maintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Retail Bank
Demonstrate knowledge and understanding of new account and teller systems; maintaining technical expertise of current products
Process all financial transactions in adherence to BSA/AML statutory and regulatory requirements in accordance to the procedures and policies established
Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
Obtain legal documentation and all required customer information in compliance with the Bank’s New Account Opening Policy, the Bank Secrecy Act and the US Patriot Act’s Customer Identification Program
Serve as subject matter expert and point of escalation for customer complaints, complex transactions, balancing discrepancies or other operational matters
Qualifications:
Education Requirements and Minimum Experience
High school diploma or equivalent education certificate (GED)
Minimum of 4 years of banking experience with emphasis on branch operations, required
Minimum of 2 years management experience, required
Previous experience in consumer lending, preferred
OR
High school diploma or equivalent education certificate (GED)
Bachelor’s Degree in related field
Minimum of 3 years of banking experience with emphasis on branch operations, required
Minimum of 2 years management experience, required
Previous experience in consumer lending, preferred
Licenses and Certifications
This position requires registration with the National Mortgage Licensing System (NMLS) under the terms of the SAFE Act of 2008 and Regulation Z. Upon hire you will be subject to the required registration process, which includes a federal criminal background check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal record while employed with Independent Financial, may result in separation of employment. Required pre-employment screenings are conducted separately from the NMLS registration process
Knowledge, Skills, Abilities
In-depth knowledge of financial products, services, procedures, policies and appropriate regulatory issues relating to daily job functions
Ability to complete routine transactions with limited supervision
Ability to identify problems, evaluate alternatives, and implement effective solutions
Ability to effectively plan, manage, and delegate the work of others
Strong organizational, interpersonal, communication, and customer relation skills
Attention to detail and mental concentration for accurately performing tasks
Ability to balance multiple tasks simultaneously
Ability to handle frequent interruptions
Ability to follow standard operating policies and procedures
Proven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needs
Ability to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationships
Working knowledge of Silverlake system, preferred
Computer proficiency with working knowledge of Microsoft Office Suite applications, required
Ability to adapt to changing work environment
Ability to work during financial center hours of operation
General knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements
Occasional lifting and maneuvering of coins up to 25lbs may be required
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $46,330.51 - $74,009.46 , actual offers to be determined based on applicant’s skills, experience and education.
While the anticipated deadline for the job posting is 04-27-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Summary:
The Financial Center Assistant Manager will manage all aspects of financial center operations. The position will be accountable for customer satisfaction, ensuring the financial center is compliant with all bank policies and procedures, and will contribute in achieving bank sales objectives and targets. This position will also actively participate in referring products and services to customers based on their financial needs.
Responsibilities:
Manage the financial center operations staff to ensure operational efficiencies and optimum customer service is achieved
Responsible for interviewing and selection of non-exempt operations staff
Conduct onboarding and training of operations staff
Manage performance of staff and provide timely feedback
Partner with Human Resources relative to disciplinary action and/or involuntary separations
Manage schedules and workflow
Ensure compliance with operating policies and procedures
Conduct regular one-on-one meetings with direct reports
Conduct training to reinforce policies and procedures pertaining to financial center operations
Ensures completion of required annual training requirements (BAI)
Assist customers by processing a variety of financial transactions efficiently and accurately according to established Bank policies and procedures – as needed
Open new accounts, including but not limited to checking, savings, CD’s, IRA’s, Business
Process maintenance, operations and correspondence for new and existing accounts
Provide account services to customers by receiving deposits, verifying cash and endorsements, cashing checks, accepting savings deposits and withdrawals
Verify customer identity, endorsements, and signatures while maintaining alertness for forgeries, stop payments, fraudulent items, and false identification
Admit customer to safe deposit box
Originate consumer or small business lending
Provide transaction overrides and approvals within authorized limits
Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty
Assist Financial Center Manager with overall management of the financial center
Exercise administrative control over all functions of the financial center including audit and compliance, staffing, employee coaching and motivation
Facilitate financial center meetings for delivery of vital operational information
Oversee building and grounds maintenance and report any issues to Facilities Department
Demonstrate and promote high ethical standards and behaviors in accordance with the values of Independent Financial
Build internal and external relationships through exceptional problem resolution, ownership, and follow-through. Promotes teamwork, cooperation, and collaboration
Stay informed of policy changes/updates and communicate information to financial center team in a timely manner
Support growth, retention, and profitability of accounts to meet sales goals and revenue growth of the financial center
Actively participate in meeting financial center growth initiatives offering referrals and services to new and existing clients
Actively participate in community programs and activities to promote the Bank and generate new customer relationships
Acquire, expand, and retain client relationships with existing clients and prospects to achieve target objectives
Participate in weekly coaching sessions with financial center leadership
Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions
Cross-sell all products and services to meet customers’ needs and achieve strategic objectives and retention goals
Refer to other lines of business in order to expand new and existing relationships
Support growth, retention, and profitability of accounts to meet targets of the financial center
Direct sales processes including behaviors during cross-selling at new account openings, lobby observations, customer profiling, target setting, call preparation, coaching, and managing results
Maintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Retail Bank
Demonstrate knowledge and understanding of new account and teller systems; maintaining technical expertise of current products
Process all financial transactions in adherence to BSA/AML statutory and regulatory requirements in accordance to the procedures and policies established
Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
Obtain legal documentation and all required customer information in compliance with the Bank’s New Account Opening Policy, the Bank Secrecy Act and the US Patriot Act’s Customer Identification Program
Serve as subject matter expert and point of escalation for customer complaints, complex transactions, balancing discrepancies or other operational matters
Qualifications:
Education Requirements and Minimum Experience
High school diploma or equivalent education certificate (GED)
Minimum of 4 years of banking experience with emphasis on branch operations, required
Minimum of 2 years management experience, required
Previous experience in consumer lending, preferred
OR
High school diploma or equivalent education certificate (GED)
Bachelor’s Degree in related field
Minimum of 3 years of banking experience with emphasis on branch operations, required
Minimum of 2 years management experience, required
Previous experience in consumer lending, preferred
Licenses and Certifications
This position requires registration with the National Mortgage Licensing System (NMLS) under the terms of the SAFE Act of 2008 and Regulation Z. Upon hire you will be subject to the required registration process, which includes a federal criminal background check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal record while employed with Independent Financial, may result in separation of employment. Required pre-employment screenings are conducted separately from the NMLS registration process
Knowledge, Skills, Abilities
In-depth knowledge of financial products, services, procedures, policies and appropriate regulatory issues relating to daily job functions
Ability to complete routine transactions with limited supervision
Ability to identify problems, evaluate alternatives, and implement effective solutions
Ability to effectively plan, manage, and delegate the work of others
Strong organizational, interpersonal, communication, and customer relation skills
Attention to detail and mental concentration for accurately performing tasks
Ability to balance multiple tasks simultaneously
Ability to handle frequent interruptions
Ability to follow standard operating policies and procedures
Proven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needs
Ability to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationships
Working knowledge of Silverlake system, preferred
Computer proficiency with working knowledge of Microsoft Office Suite applications, required
Ability to adapt to changing work environment
Ability to work during financial center hours of operation
General knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements
Occasional lifting and maneuvering of coins up to 25lbs may be required
In accordance with Colorado law: Colorado pay for this position is anticipated to be between $46,330.51 - $74,009.46 , actual offers to be determined based on applicant’s skills, experience and education.
While the anticipated deadline for the job posting is 04-27-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits | SouthState Careers
Salary : $46,331 - $74,009
