Assistant Branch Manager - McKinney Craig, Texas
About the role
The Assistant Branch Manager (ABM) plays a crucial role in the management of a branch, supporting the Branch Manager in achieving sales goals, supervising staff, serving customers, processing loan applications, managing exceptions, ensuring security, and promoting a positive customer experience.
Responsibilities
- Assists the Branch Manager in leading the branch towards achieving sales goals through outbound calling, sales meetings, and coaching.
- Supervises designated staff members, making decisions on employment, performance ratings, promotions, salary, transfers, and termination.
- Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Gold Service Standards.
- Opens new deposit accounts and understands the financial services offered by the bank, including loan applications within lending authority, and managing loan and deposit exceptions.
- Maintains an adequate supply of money for daily bank transactions and ensures branch inventory of supplies.
- Ensures compliance with banking regulations and conducts self-audits using the Branch Internal Control Review quarterly.
- Develops and maintains a sales culture environment and stays updated on customer-facing technology to enroll customers in self-service options.
Requirements
- Education: High School Diploma or equivalent, BA degree preferred, 3 years’ experience as Customer Service/Sales/Branch Manager, strong organizational skills, previous supervisory experience.
- Experience: Minimum of 3 years’ experience as Customer Service/Sales/Branch Manager, 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.
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.
- 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, Acknowledgment 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.