Assistant Branch Manager

Position Title

Assistant Branch Manager

Non-Exempt

Branch Manager

Grapevine

• Medical, Prescription Drugs, Dental, and Vision Insurance
• Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
• 401(k) with a Match
• Basic, Voluntary, and Dependent Life Insurance
• Paid Time Off
• Paid Bank Holidays
• Workplace Wellness Programs
• Employee Assistance Programs
• Tuition Reimbursement

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. Utilize knowledge and judgment to assure the validity of transactions processed, referring questionable items to a Branch Manager or above.

Maintain a professional appearance in both dress and behavior.

• Perform Southside Bank's customer service standards with each customer interaction.
• Consistently perform with accuracy and efficiency to build customer confidence and trust.
• Complete customers thank you calls and follow up of problem resolution as directed by management.
• Meets or exceeds all operational and sales goals determined by retail management to include balancing, and attendance and others as applicable.
• Know the products and services offered by the Bank with the ability to recall and explain key benefits to the customer.
• Develop a rapport with new customers and provide support that will continually improve the relationship.
• Work with the tellers and bankers to increase and discover sales opportunities to maximize revenue for the Bank.
• Maintain the security and confidentiality of all sensitive Bank information and records.
• Accurately communicate 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.
• Open traditional and Roth IRA's and assist with contributions, distributions, rollovers and transfers.
• Identify and respond to the needs of new and potential customers by listening and clarifying their needs. Refer customers as needed to other Southside Bank departments.

• Works in conjunction with the Branch Manager to ensure effective and proactive management of the Branch.
• As directed by the Branch Manager, assists in overall branch office operations to ensure all bank policies and procedures are followed. Approved by Market Manager as applicable. As directed by the Branch Manager, assists in analyzing and resolving operational issues as they occur. Approval by the Market Manager as needed.
• Follows established policies and procedures to avoid fraudulent activity (verify identification, review account history and recourse, etc.).
• Follows compliance procedures and verifies accuracy of reporting applicable transactions such as CTRs, SARs, monetary logs, and Reg CC holds.
• Maintain cash drawer limits and responsible for meeting the balancing standards of the cash drawer on a daily basis, working in accordance with the Teller Over/Short Policies. Ensure that all cash outages are reported to management.
• Authorizes exceptions to normal operations policy and procedures, when warranted, and where deviation is justified and authorized.
• In conjunction with the Branch Manager, responsible for complying with audit policies and procedures as they pertain to this position, including the auditing of team cash boxes.
• In the absence of the Branch Manager, supervise branch team in both their work assignments and performance development.
• Monitor and attempt collection of overdrawn accounts.
• Accept and verify customer deposits .
• Cash checks and process less cash transactions within authorized limits; obtain supervisor's approval to process transactions which exceed authorized limits.
• Perform special services as requested by customers, such as selling official checks, process cash advances and loan payments, completion of stop payments and cardholder claim statements and redeem savings bonds with accuracy. May include notary services and helping customers with account reconciliation and problem resolution.
• Ensure balancing of the coin machine, cash recycler, and ATM or ITM is performed while observing proper dual control procedures.
• Perform activity related to vault transactions, including but not limited to preparing the cash order for the branch.
• Communicates disclosure requirements and regulations to customers in accordance with regulatory guidelines, provides disclosures and brochures as needed.
• Continue professional development through training, seminars, membership in professional associations, as applicable.
• Understands and agrees to abide by the policies and procedures…