Retail Branch Manager III

Charter Financial in New Port Richey, FL

  • Type: Full Time
position filled

Revised 08/2018

Job Description

Position Title: Branch

Manager (Classification I, II, III, IV)

Division: Retail/Operations

Reports Directly To: Community



This position is responsible for,

but not limited to, directing and administering the operational and lending

function of the respective Branch. Holds

responsibility for growth and profitability as it relates to sales calls,

generating Team leads to subsidiaries, monitoring successful programs and

managing expenses. Manages the income side of the Branch revenue

in relation to fee income, deposit growth and loan growth. Oversees the customer service experience for

all CenterState Bank customers and maintains an ongoing recruitment effort to

hire, train and retain competent individuals. Exercises executive and administrative control

over the functions of the Branch.



position is expected to perform the specific duties, tasks, and

responsibilities as outlined below:

    Achieve Branch Deposit, Loan and Investment



      participates in Sales Calls to new and prospective customers


        promotion success within the branch to achieve deposit and income goals


          the customer service experience within the office


            participates in and drives business for the lending initiatives of


              including consumer, commercial and mortgage lending


                sales leads for CenterState subsidiaries

                  Oversee a variety of Banking Center Activities:


                    final responsibility for management of the functions of the Branch


                      open and close the Branch as necessary


                        checks and overrides as needed


                          lending activities as defined


                            final authority and decisions concerning customer problems or complaints


                              counsel customers with special requests or needs


                                Branch compliance with Community Reinvestment Act and Equal Employment

                                Opportunity regulations

                                  Will assist the Assistant Manager in the

                                  selection, development, and motivation of a competent work force:


                                    and clarify responsibilities and authorities of staff


                                      established training goals are achieved


                                        supports and manages toward success of the bank


                                          input from Assistant Manager, will evaluate job performances, recommend

                                          promotions and salary increases for staff


                                            in bi-monthly sales meetings with Team members

                                              Ensure that the Bank's policies and procedures,

                                              code of conduct, and regulatory guidelines are strictly complied with

                                                Provide assistance to other employees by

                                                liaising with them through healthy and positive interactions

                                                  Be involved in performing marketing


                                                    Continuously update skills by participating in

                                                    professional training

                                                      Seek opportunities to improve skills through

                                                      cross-training offered by the Bank

                                                        All other tasks, responsibilities or duties, as

                                                        directed by management

                                                        OTHER SKILLS/QUALIFICATIONS:

                                                          Strong financial acumen

                                                            Pro-active, self-starter, takes initiative,

                                                            ambitious and work independently

                                                              Problem solver, resourceful, independent

                                                                Must be able to work at a faster than average

                                                                pace and able to multi-task.

                                                                  Must have the ability to perform mathematical

                                                                  calculations necessary to execute the duties of the job.

                                                                    Must be able to make sound decisions, have the

                                                                    ability to recognize potential problems, and take corrective action.

                                                                      Regular attendance is necessary.

                                                                        Decisive action, strategic thinking, able to


                                                                          Optimistic, enthusiastic, persuasive

                                                                            Confident, competitive, communicative

                                                                              Must have strong communication skills

                                                                              characterized by excellent writing and speaking skills


                                                                                with general office machines and programs to include Microsoft Office Word,

                                                                                Excel, Outlook, and other software that might be utilized in the department

                                                                                  Ability to use the computer efficiently and the

                                                                                  capacity to learn new software programs as they are rolled out by the Bank

                                                                                    Must have good knowledge of business English,

                                                                                    including spelling and punctuation

                                                                                      Must possess basic English language skills in

                                                                                      order to write and speak clearly, and effectively with coworkers and customers

                                                                                        Must be well-organized, accurate, and attentive

                                                                                        to detail

                                                                                          Must be cooperative and willing to assist

                                                                                          coworkers and customers on a regular basis

                                                                                            Must have effective listening skills demonstrated

                                                                                            by the ability to listen to others talk (without interruption), understand

                                                                                            them, and then propose solutions or make contributions based on the points made

                                                                                            by others

                                                                                              Must possess excellent multi-tasking skills and

                                                                                              be able to function well under pressure

                                                                                                Must be able to remain composed under pressure

                                                                                                and respond to customer and coworker concerns regularly

                                                                                                  Must have a keen eye for detail and follow

                                                                                                  instructions to the letter

                                                                                                    Must be patient and willing to help others in

                                                                                                    solving problems while maintaining a positive attitude at all times

                                                                                                    ESSENTIAL PHYSICAL DEMANDS:


                                                                                                      be able to remain seated or work standing in a confined area on a computer for

                                                                                                      a minimum of four (4) hours each work day


                                                                                                        be able to constantly use hands and fingers to enter data through or on a

                                                                                                        computer or answer a phone throughout most of an eight (8) hour shift


                                                                                                          be able to walk frequently throughout the day


                                                                                                            be able to hear and communicate with coworkers and customers throughout the day


                                                                                                              need to lift up to 25 pounds one to two times a day to perform job

                                                                                                              The physical

                                                                                                              demands described here are representative of those that must be met by an

                                                                                                              employee to successfully perform the essential functions of this job. Position

                                                                                                              may require regular before/after normal business hours, or regular out-of-town


                                                                                                              WORK ENVIRONMENT:


                                                                                                                be able to function in a professional, business office environment and act and

                                                                                                                dress appropriately for same, consistent with the Bank's grooming and dress



                                                                                                                  demonstrate excellent interpersonal skills with customers and coworkers


                                                                                                                    be willing to function as a team member


                                                                                                                      be willing to demonstrate commitment to CenterState Bank's mission and goals

                                                                                                                      MINIMUM QUALIFICATIONS:

                                                                                                                        Bachelor's Degree or equivalent work experience

                                                                                                                          One to Two years' experience in a Financial


                                                                                                                            Excellent written, verbal and supervisory skills

                                                                                                                              Results oriented Desired

                                                                                                                                Lending experience

                                                                                                                                  Sales Management experience


                                                                                                                                  specifications are general guidelines based on the minimum experience normally

                                                                                                                                  considered essential to the satisfactory performance of this position.

                                                                                                                                  The requirements listed above are representative of the knowledge, skill and/or

                                                                                                                                  ability required to perform the position in a satisfactory manner.

                                                                                                                                  Individual abilities may result in some deviation from these guidelines.

                                                                                                                                  CenterState complies with federal and

                                                                                                                                  state banking laws, such as the Bank Secrecy Act (BSA), USA PATRIOT Act, and

                                                                                                                                  other related anti-money laundering/anti-terrorist financing initiatives.

                                                                                                                                  The Bank has established a Bank Secrecy Act/Anti-Money Laundering/Office

                                                                                                                                  of Foreign Assets Control (BSA/AML/OFAC) Compliance Program and employees are

                                                                                                                                  expected to adhere to federal and state banking laws, as well as the Bank's

                                                                                                                                  procedures and/or internal controls. The Bank will terminate the employment of

                                                                                                                                  employees who fail to comply with banking laws and/or the Bank's



                                                                                                                                  Bank is an equal opportunity employer and does not discriminate against

                                                                                                                                  applicants or employees on any unlawful basis, including race, color, religion,

                                                                                                                                  gender, sexual orientation, marital status, age, national origin, ancestry,

                                                                                                                                  gender identity, disability, genetic testing, service in the military, citizenship

                                                                                                                                  status or any other characteristics protected by federal, state or local law.

                                                                                                                                  CenterState also prohibits unlawful harassment of applicants/employees based on

                                                                                                                                  these protected categories.


                                                                                                                                  complies with The Americans with Disabilities Act ("ADA") and state and local

                                                                                                                                  disability laws and will provide reasonable accommodations to qualified

                                                                                                                                  individuals with disabilities, unless doing so will cause an undue hardship.

                                                                                                                                  The Bank encourages employees/applicants who believe they need reasonable accommodations

                                                                                                                                  to contact the Human Resources Department.

                                                                                                                                  ACKNOWLEDGMENT __

                                                                                                                                  I have received and reviewed a copy of the attached Job Description. I understand that I am expected to

                                                                                                                                  perform the duties of this position, and, in the event that I am unclear about

                                                                                                                                  the position's requirements, I will contact my supervisor or Human Resources as

                                                                                                                                  soon as possible for clarification.


                                                                                                                                  Printed Name Date



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