Branch Manager

Branch Manager

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.

Customer Service

• 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.

Operational Excellence

• 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.

Team Relations

• 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.

Branch Leadership

• Prospects for new…