Financial Center Assistant Manager - Loveland West, CO

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.

Summary:

The Financial Center Assistant Manager will manage all aspects of financial center operations. The position will be accountable for customer satisfaction, ensuring the financial center is compliant with all bank policies and procedures, and will contribute in achieving bank sales objectives and targets. This position will also actively participate in referring products and services to customers based on their financial needs.

Responsibilities:
Manage the financial center operations staff to ensure operational efficiencies and optimum customer service is achieved
 Responsible for interviewing and selection of non-exempt operations staff
 Conduct onboarding and training of operations staff
 Manage performance of staff and provide timely feedback
 Partner with Human Resources relative to disciplinary action and/or involuntary separations
 Manage schedules and workflow
 Ensure compliance with operating policies and procedures
 Conduct regular one-on-one meetings with direct reports
 Conduct training to reinforce policies and procedures pertaining to financial center operations
 Ensures completion of required annual training requirements (BAI)

Assist customers by processing a variety of financial transactions efficiently and accurately according to established Bank policies and procedures – as needed
 Open new accounts, including but not limited to checking, savings, CD’s, IRA’s, Business
 Process maintenance, operations and correspondence for new and existing accounts
 Provide account services to customers by receiving deposits, verifying cash and endorsements, cashing checks, accepting savings deposits and withdrawals
 Verify customer identity, endorsements, and signatures while maintaining alertness for forgeries, stop payments, fraudulent items, and false identification
 Admit customer to safe deposit box
 Originate consumer or small business lending
 Provide transaction overrides and approvals within authorized limits
 Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty

Assist Financial Center Manager with overall management of the financial center
 Exercise administrative control over all functions of the financial center including audit and compliance, staffing, employee coaching and motivation
 Facilitate financial center meetings for delivery of vital operational information
 Oversee building and grounds maintenance and report any issues to Facilities Department
 Demonstrate and promote high ethical standards and behaviors in accordance with the values of
Independent Financial
 Build internal and external relationships through exceptional problem resolution, ownership, and
follow-through. Promotes teamwork, cooperation, and collaboration
 Stay informed of policy changes/updates and communicate information to financial center team in a timely manner

Support growth, retention, and profitability of accounts to meet sales goals and revenue growth of the financial center
 Actively participate in meeting financial center growth initiatives offering referrals and services to
new and existing clients
 Actively participate in community programs and activities to promote the Bank and generate new
customer relationships
 Acquire, expand, and retain client relationships with existing clients and prospects to achieve target objectives
 Participate in weekly coaching sessions with financial center leadership
 Conduct discussions with existing clients and prospects to understand background and identify
banking needs through effective profiling; clearly communicate potential solutions
 Cross-sell all products and services to meet customers’ needs and achieve strategic objectives and retention goals
 Refer to other lines of business in order to expand new and existing relationships
 Support growth, retention, and profitability of accounts to meet targets of the financial center
 Direct sales processes including behaviors during cross-selling at new account openings, lobby
observations, customer profiling, target setting, call preparation, coaching, and managing results

Maintain the required knowledge of products, services, policies and proced