Branch Manager - Palm Harbor

Summary/Objectives

The Branch Manager leads and coaches the branch team, oversees sales and service activities, maximizes revenue, profitability, and customer satisfaction, minimizes operational losses, and supports the branch's administrative and promotional efforts.

Essential Functions

• Tracks progress towards branch loan and deposit goals and initiates directives to accomplish these objectives.
• Develops branch projections and expectations in strategic planning to include sales goals.
• 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.
• Supervises staff members in their daily performance of assigned tasks, impacting decisions on personnel regarding employment, performance ratings, promotions, salary, transfers, and termination.
• Aids each staff member in setting goals, clearly explaining what is expected of each person, and effectively coaching each staff member to achieve success.
• Directs the hiring, training, and retraining of branch staff members, including operations and product knowledge, customer relations, and sales.
• Responsible for the branch’s security procedures and understands the functions and operations of the security devices, which are critical in protecting the facility against criminal and fraudulent activity.
• Understands and complies with branch audit procedures by utilizing Regional Operations Specialist visits semi-annually.
• Serves customers quickly, accurately, efficiently, and confidentially according to South State Bank Standards.
• Makes appropriate recommendations based on information provided by customers.
• Shows sincere appreciation for customer’s time and business, and gives business cards.
• Processes all loan applications (within lending authority) and paperwork, extending credit to qualified individuals and businesses through various installment, commercial, and real estate products.
• Manages loan and deposit exceptions within the expectation of South State Bank both individually and for the branch.
• Opens new deposit accounts and understands the financial services offered by the bank.
• This includes knowing features and benefits, rules and 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.
• Resolves customer problems and complaints with courtesy and discretion, explaining policies and procedures as necessary.
• Explains bank objectives, policies, and programs to employees and directs their implementation.
• Maintains a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.

Competencies

• 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, BA Degree and/or 2 years in Banking.
• Experience: Minimum of 2 years’ experience or more of prior banking which may include lending experience, previous management/supervisory experience, strong organizational skills, proven leadership experience, strong PC skills, 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.
• 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

Additional training may be required dependent upon experience.

Supervisory Responsibility

This position does have supervisory responsibilities.

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.

Travel

Travel may be required to come to meetings and training as needed.

Work Location

35320 US Highway 19 N Palm Harbor, Florida 34684

Equal Opportunity Employer

including disabled/veterans.