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Southside Bank · 15 hours ago

Branch Manager

The Woodlands, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

Southside Bank is seeking a Branch Manager to manage and direct branch operations. The role involves supervising employees, ensuring adherence to policies, and delivering exceptional customer service to foster lasting relationships.

BankingFinanceFinancial Services

Responsibilities

Manage and direct branch to ensure smooth operation and adherence to policy and procedures

Supervises and schedules employees responsible for the various aspects of branch operations

Leads team by example in demonstrating exceptional customer service by creating a memorable experience that delivers consistent and value-added services dedicated to developing lasting customer relationships

Plans, organizes, initiates, directs, controls, monitors, and trains staff

Implements projects set forth by management

Performs Southside Bank’s customer service standards with each customer interaction

Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees

Consistently performs with accuracy and efficiency to build customer confidence and trust

Completes customer thank you calls and follow-ups of problem resolution as directed by management

Performs as a Teller or Relationship Banker as needed in order to better serve customers

Maintains the security and confidentiality of pertinent information and records

Accurately communicates account information to customers

Contributes to the growth of a profitable loan portfolio by originating loan applications for all types of consumer loan types

Proficient in cross selling consumer loans when opening new accounts for existing or new accounts

Opens traditional and Roth IRAs and assists with contributions, distributions, rollovers, and transfers

Identifies and responds to the needs of new and potential customers by listening and clarifying their needs

Refers customers as needed to other Southside Bank departments

Acts as a source of contact for customers for all banking needs and adds self as officer on accounts, where appropriate, to provide personalized service

Maintains strong contact with civic organizations within the community and represents the financial institution at related events

Manages difficult situations with customers and provides positive solutions

Maintains confidentiality of all sensitive Bank information

Works in conjunction with the Market Manager to ensure effective and proactive management of the Branch

Manages overall branch office operations to ensure all bank policies and procedures are followed

Analyzes and resolves operational issues as they occur

Directs, motivates, communicates, and leads staff; conducts meetings with branch employees to discuss sales issues, customer service issues, security issues, areas of improvement, new or revised policies and procedures, etc

Monitors and leads efforts to improve branch profitability through managing branch expenses and increasing revenues

In conjunction with the Retail Management team, evaluates and recommends the appropriate staffing needs of the office; interviews and recommends qualified personnel; ensures that adequate employee coverage is maintained to meet the needs of the Bank’s customers

Understands and agrees to abide by the policies and procedures established at Southside Bank

Authorizes exceptions to normal operations policy and procedures, when warranted, and where deviation is justified and appropriate

Responsible for complying with audit policies and procedures as they pertain to this position, including the auditing of team cash boxes

Monitors and attempts collection of overdrawn accounts

Ensures balancing of the coin machine, cash recycler, and ATM or ITM is performed while observing proper dual control procedures

Performs activity related to vault transactions, including but not limited to preparing the cash order for the branch

Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program

Must comply with all applicable laws and regulations

Meets or exceeds all operational and sales goals determined by retail management to include balancing, and attendance and others as applicable

Responsible for general appearance of branch ensuring a clean, safe, and inviting environment for both customers and employees

Performs collection item processing such as dealer drafts and foreign items

Trained on commercial loan documents and performs Commercial Loan Closings under $100k, as needed

Maintains a positive and caring atmosphere for customers and employees consistent with the Southside Bank’s mission and philosophy

Contributes to a positive team environment with peers in and out of the branch

Continues professional development through training, seminars, membership in professional associations, as applicable

Manages with a motivational style that retains good employees

Participates in proactive team efforts to achieve departmental and company goals

Ensures employees at Southside are in the right position to utilize their talents and experience through the completion of performance appraisals

Prospects for new clients by networking, cold calling, advertising or other means of generating interest from potential clients and centers of influence

Plans persuasive approaches and pitches that will convince potential clients to do business with the Bank

Develops a rapport with new clients and sets targets for sales and provides support that will continually improve the relationship

Works with partners to effectively negotiate strategies, risks, and positions to develop proposals that speak to the client’s needs, concerns, and objectives with company strategies and operations

Handles objections by clarifying and working through differences to a positive conclusion

Locates or proposes potential business deals by discovering and exploring opportunities with partners and management

Identifies opportunities in market by researching industry and related events, publications, and announcements that will lead to an increase in sales

Identifies potential clients and the decision makers within the client’s organization

Represents the Bank in the community at various social and business functions; promotes the Bank’s philosophy and mission in the communities the Bank operates in

Networks within the community and researches various resources and opportunities to develop leads for business development and call activities for potential sponsor groups and customer relationships

Forecasts and tracks sales targets to ensure they are met

Tracks and records activity to meet targets

Ensures that data is entered and managed within the Bank’s sales management system when applicable

Works to improve market position, brand awareness, and to achieve financial growth

Focuses on long-term organizational strategic goals, builds key customer relationships, identifies business opportunities, works with our partners to negotiate and closes business deals and maintains extensive knowledge of current market conditions

Works with the lenders, marketing staff, and partners to increase sales opportunities to maximize revenue for the Bank

Sources potential new customers to convert them into clients and continue to grow business in the future

Grows and retains existing accounts by partnering with the lenders and presenting new solutions and services for customers

Calls on customers with partners to make presentations on solutions and services that meet or predict future needs of our customers and prospects

Thorough knowledge of the market and competition to be able to provide the best solutions and services to the customer

Updates job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations

Ensures employee growth and development and provides leadership through example and sharing of knowledge

Ensures that training is provided to all assigned staff for the purpose of enhancing skills required to perform all job tasks efficiently and assigns duties in such a way to maximize customer service

Creates staff schedules that support the activity in the branch ensuring that peak customer traffic periods are well covered by branch personnel

Evaluates staff and makes recommendations for disciplinary action as needed

Supervises branch team in both their work assignments and performance development

Complies with all safety policies, practices and procedures

Reports all unsafe activities to supervisor and/or Human Resources

Adheres to Southside Bank’s equal employment opportunity and affirmative action policy

Assigns employees to significant jobs that might lead to greater personal growth and value and counsel them with respect to what is needed for upward mobility within the employment structure

Leads, motivates, coaches, and oversees training of staff

Recommends, documents, and administers employee counseling and disciplinary actions in accordance with Southside Bank Human Resources Policies and Procedures; assists evaluating achievements, counseling, and disciplinary actions related to assigned staff

Ability to multitask, prioritize, organize, and delegate assignments

Assigns work duties to team members

Maintains positive relationships and promotes efficiency among a group of workers

Plans and supervises the activities of others

Performs additional duties as assigned or directed

Qualification

Banking experienceCustomer serviceBranch operations managementSales strategiesLoan processingTeam leadershipProblem resolutionMultitaskingCommunication skillsOrganizational skills

Required

High School diploma or equivalent is required

Excellent oral and written communication skills

Proficient in typing, 10-key calculator and data entry

Completion and comprehension of the following Southside Bank instructor led classes: New Employee Orientation, Teller Training, Teller Advanced and Professional Teller, Product Knowledge, Back to Basics Customer Service, New Accounts, Business Account Documentation, Loan School, IRA Fundamentals