Retail Banking Development Specialist
1 week ago
Are you seeking a role within a reputable organization where your retail banking knowledge can be effectively utilized and further developed? State Bank Financial is in search of a Retail Development Manager who possesses a strong interest in retail banking methodologies, practices, and documentation, and is eager to share that expertise with colleagues.
Position Summary
This role is accountable for overseeing the underwriting, origination, compliance, procedural documentation, and training related to retail deposit offerings and consumer lending. Acts as the subject matter expert for the retail team concerning the core banking system. Identifies and implements enhancements to processes and procedures to eliminate barriers for the retail team. Ensures that all documentation is thorough, precise, timely, and adheres to all regulatory requirements. This position will also prioritize addressing any issues that may arise from the daily operations of retail banking programs.
Key Responsibilities
- Provides administrative assistance to the Director of Retail, ensuring compliance with all regulations, bank policies, and procedures while maintaining the highest level of customer satisfaction in line with our Culture of CARE.
- Collaborates with key stakeholders to coordinate and/or manage the following initiatives:
- Core system Platforms (Teller, Deposit, Deposit Origination)
- Online lending solutions
- BSA program and monitoring software
- New account fraud monitoring software
- Enhances systems by recommending and reviewing enhancement requests from frontline staff, engaging with user groups, and collaborating with software support; tests software upgrades for functionality and identifies issues.
- Supports Information Technology and Operations Teams as a business subject matter expert on deposit origination, teller, and consumer lending platforms to improve processes and efficiencies.
- Handles the origination and underwriting of consumer loans.
- Provides frontline customer sales and service, serving as backup for branch personnel as necessary.
- Evaluates missing documentation from branch operations, conducts retail audit checklists, and follows up with retail staff to ensure task completion.
- Develops and revises consumer loan, new account, and teller processes and procedures.
- Trains bank associates in the origination, processing, underwriting, and closing of consumer loans.
- Identifies and implements process improvements in the daily operations of the retail banking team and other business lines as required.
- Assists the Director of Retail in managing and overseeing the retail banking team.
Software/Technology Proficiency
Demonstrates strong proficiency in MS Office applications; effectively utilizes State Bank Financial operating systems. Operates various office equipment including computers, printers, calculators, fax/scanner/copy machines, and multi-line telephones.
Education and Experience Requirements
Associate or bachelor's degree preferred. Previous experience in banking, lending, and customer service is essential.
Core Competencies
- Respect & Community in alignment with our Culture of CARE:
- Establishes and maintains respectful and cooperative working relationships.
- Communicates respectfully with individuals in all forms of interaction.
- Supports team and organizational goals and objectives.
- Fosters a positive, diverse work environment and community.
- Constructively addresses interpersonal conflicts.
- Initiative: Proactively takes action, seeks new opportunities, and strives to complete projects.
- Communication: Exhibits strong written and verbal communication skills, delivers presentations effectively, and demonstrates good listening abilities.
- Product Knowledge: Understands product features, comprehends the marketplace, and shares expertise with others.
- Learning and Development:
- Utilizes feedback from various sources constructively.
- Seeks new challenges and increased responsibilities.
- Shows willingness to explore new approaches.
- Engages in learning and development activities.
Additional Skills and Abilities
- Must maintain the confidentiality of sensitive customer and bank information; possess legible handwriting; and demonstrate effective problem-solving skills.
- Must be eligible for bonding to obtain Notary certification and NMLS certification.
Additional Responsibilities
- Participates in bank committees as needed.
- Continuously updates knowledge and develops professionally. Engages in internal and external training and development opportunities as required.
Culture of CARE
Communication: Shares information, articulates ideas clearly, listens actively, and keeps all parties informed.
Associate Experience: Treats co-associates with respect and integrity, champions excellence in work, and embodies humility.
Recognition & Development: Seeks new challenges and responsibilities, participates in learning opportunities, and acknowledges co-associates for their contributions.
External Customer Experience: Gains insights into customer needs, builds solutions that meet or exceed expectations, and maintains customer relationships.
Working Conditions
Work is primarily conducted in an office setting during standard business hours. The role involves regular deadline pressures. Continuous mental and visual focus for computer use and comprehension of complex compliance information is required. The position involves alternating between walking, sitting, standing, bending, and occasionally lifting up to 15 pounds of office supplies and documents throughout the work shift.
Employees with disabilities must meet job-related qualification standards consistent with business necessity and must be able to perform the essential functions of the position, with or without reasonable accommodation.
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