What are the responsibilities and job description for the Financial Center Manager position at South State Bank?
As a leading bank, SouthState has been providing financial solutions to individuals, families, and businesses 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 Manager is responsible for the management and growth of the financial center(s). These functions include but are not limited to: creating a positive customer service culture, managing staff, managing all areas of risk, and promoting deposit and assigned loan growth.
Responsibilities:
Conduct business development activities, community involvement and other activities focused on providing name recognition and encouraging deposit and loan growth
Conduct weekly financial center meetings focused on growth, retention, and operational soundness
Develop and implement a service strategy designed to retain a high percentage of existing clients, and to encourage referrals of new clients from existing client base
Conduct outbound sales activities (chamber/networking events, community events, meetings with local businesses) to establish visibility in the community and drive business to the financial center
Generate new business by identifying and satisfying customer needs through relationship building, customer needs analysis, opening accounts, and fostering business partnerships
Develop partnerships across business lines to drive referrals
Promote current sales initiatives
Responsible for the overall growth and operational soundness of the financial center
Responsible for the implementation and monitoring of audit and compliance functions of operations staff
Maintain prescribed security controls
Manage CRA activity
Coach employees on a regular basis with a focus on successes, and specific action planning for personal growth and financial center growth
Ensure all activities and work functions meet compliance requirements as defined in company policies and procedures and state/federal laws and regulations
Oversee building and grounds maintenance and report any issues to Facilities Department
Ensure the financial centers meet all applicable safety, soundness and functional requirements
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. Promote teamwork, cooperation, and collaboration
Stay informed of policy changes/updates and communicate information to financial center team in a timely manner
Provide transaction overrides and approvals within authorized limits
Maintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Bank
Originate small business and consumer loans
Manage financial center staff to ensure operational efficiencies and optimum customer service is achieved
Responsible for interviewing and selection of financial center staff
Manage performance of staff and provide timely feedback
Partner with Human Resources relative to disciplinary action and/or involuntary separations
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
Ensure completion of required annual training requirements (BAI)
Serve as point of escalation for customer complaints/inquiries or complex transactions
Qualifications:
Education Requirements and Minimum Experience
High school diploma or equivalent education certificate (GED)
Minimum of 6 years of banking experience with emphasis on branch operations, required
Minimum of 4 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 effectively manage, motivate and lead staff
Strong financial and regulatory expertise with the banking industry
Effective coaching and conflict resolution skills
Strong influencing and negotiation skills
Strong financial analytical and underwriting skills
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 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
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
Ability to occasionally lift and maneuver coins up to 25lbs
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 Manager is responsible for the management and growth of the financial center(s). These functions include but are not limited to: creating a positive customer service culture, managing staff, managing all areas of risk, and promoting deposit and assigned loan growth.
Responsibilities:
Conduct business development activities, community involvement and other activities focused on providing name recognition and encouraging deposit and loan growth
Conduct weekly financial center meetings focused on growth, retention, and operational soundness
Develop and implement a service strategy designed to retain a high percentage of existing clients, and to encourage referrals of new clients from existing client base
Conduct outbound sales activities (chamber/networking events, community events, meetings with local businesses) to establish visibility in the community and drive business to the financial center
Generate new business by identifying and satisfying customer needs through relationship building, customer needs analysis, opening accounts, and fostering business partnerships
Develop partnerships across business lines to drive referrals
Promote current sales initiatives
Responsible for the overall growth and operational soundness of the financial center
Responsible for the implementation and monitoring of audit and compliance functions of operations staff
Maintain prescribed security controls
Manage CRA activity
Coach employees on a regular basis with a focus on successes, and specific action planning for personal growth and financial center growth
Ensure all activities and work functions meet compliance requirements as defined in company policies and procedures and state/federal laws and regulations
Oversee building and grounds maintenance and report any issues to Facilities Department
Ensure the financial centers meet all applicable safety, soundness and functional requirements
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. Promote teamwork, cooperation, and collaboration
Stay informed of policy changes/updates and communicate information to financial center team in a timely manner
Provide transaction overrides and approvals within authorized limits
Maintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Bank
Originate small business and consumer loans
Manage financial center staff to ensure operational efficiencies and optimum customer service is achieved
Responsible for interviewing and selection of financial center staff
Manage performance of staff and provide timely feedback
Partner with Human Resources relative to disciplinary action and/or involuntary separations
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
Ensure completion of required annual training requirements (BAI)
Serve as point of escalation for customer complaints/inquiries or complex transactions
Qualifications:
Education Requirements and Minimum Experience
High school diploma or equivalent education certificate (GED)
Minimum of 6 years of banking experience with emphasis on branch operations, required
Minimum of 4 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 effectively manage, motivate and lead staff
Strong financial and regulatory expertise with the banking industry
Effective coaching and conflict resolution skills
Strong influencing and negotiation skills
Strong financial analytical and underwriting skills
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 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
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
Ability to occasionally lift and maneuver coins up to 25lbs
Market Financial Center Manager
Bank of America -
Dallas, TX
Bilingual Financial Center Manager II
Simmons Bank -
Dallas, TX
Financial Reporting Manager
Triumph Financial -
Dallas, TX
