Branch Manager III - Houston Kingwood, Texas

About the Role

The Branch Manager 3 leads and coaches the branch team, overseeing sales and service activities to maximize revenue, profitability, customer satisfaction, and compliance while minimizing operational losses and customer attrition. This role supports strategic planning, promotional campaigns, and product initiatives to deepen customer relationships and drive branch success.

Responsibilities

• Track progress toward branch loan and deposit goals and initiate directives to achieve objectives.
• Develop branch projections and expectations in strategic planning, including sales goals.
• Provide leadership by setting an example in customer relations, effective selling, and cross-selling.
• Supervise staff in daily performance, impacting decisions on employment, performance ratings, promotions, salary, transfers, and termination.
• Assist staff in setting goals, clearly communicating expectations, and coaching for success.
• Direct hiring, training, and retraining of branch staff in operations, product knowledge, customer relations, and sales.
• Conduct regular meetings to discuss sales, campaigns, products, services, policies, procedures, and regulations.
• Ensure branch security procedures and compliance with audit protocols, including semi-annual visits from Regional Operations Specialists.
• Serve customers efficiently and confidentially, making appropriate recommendations and showing appreciation for their business.
• Process loan applications within lending authority and assist in collections of delinquent loans.
• Manage loan and deposit exceptions to meet bank expectations.
• Open new deposit accounts and handle services like stop payments, wire transfers, and maintenance functions.
• Resolve customer problems and complaints with courtesy, using them as opportunities to promote additional services.
• Actively participate in business development to promote and retain client relationships.
• Explain bank objectives, policies, and programs to employees and direct their implementation.
• Monitor branch resources and assets, submitting requests to serve customers efficiently.
• Ensure compliance with banking regulations, including Regulation CC and the Bank Secrecy Act.
• Maintain a professional appearance and an orderly work area.
• Understand customer-facing technology to discuss and enroll customers in self-service options.
• Accept other duties as assigned within the region.

Requirements

• High School Diploma; BA Degree and/or 2 years in banking preferred.
• Minimum of 5 years of prior banking experience, which may include lending; 10 years of management/supervisory experience.
• Strong organizational, leadership, and PC skills.
• Ability to analyze and solve problems.
• Excellent leadership, communication, planning, and decision-making skills.
• Customer service orientation and initiative.

Skills

• 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.

Training

• The SouthState Way
• New Team Member Orientation
• Branch Manager Workshop
• Consumer Lending (obtain SSB Lender Credentials)
• Banker Foundations
• All assigned Regulatory Compliance training
• Acknowledgement of all policies through DocuSign
• Additional training may be required based on experience.

Supervisory Responsibility

This position has supervisory responsibilities.

Physical Demands

• Willingness to travel for meetings and classes.
• Ability to stand and/or sit for long periods of time.
• Effectively access and interpret information on computer screens, documents, reports, and identify customers.

Work Environment

This position is typically in an open lobby area with an individual workstation or private office, located inside a cooled and heated facility with access to break rooms and restrooms.

Travel

Travel may be required for meetings and training as needed.

Work Location: 2661 Royal Forest Dr. Kingwood, Texas 77339