Assistant Manager - Exton

Firstrust Bank; Exton (PA); On-site; USD 45,000 - 60,000; Full time

Job summary

Firstrust Bank in Exton, PA is seeking an Assistant Manager to be the face of the branch, delivering world-class service and building lasting customer relationships.

The role oversees daily branch operations, staff performance, and sales goals. You will supervise, coach, and drive customer satisfaction while ensuring compliance with policies and regulatory guidelines.

Qualifications

• High School diploma required; college degree preferred.
• 2–3 years of management experience; banking experience preferred.
• NMLS license is required; notary a plus.

Responsibilities

• Assist in developing new business and promote bank products to customers.
• Lead retail sales initiatives and support business development by the Branch Manager.
• Monitor branch performance and provide coaching to meet sales goals.
• Ensure compliance with bank policies, audits, and security procedures.
• Use Salesforce to manage branch leads and opportunities.
• Collaborate with other departments to deliver seamless customer service.
• Mentor staff and participate in performance reviews.

Skills

Leadership

Customer service

Communication

Team management

Problem solving

Adaptability

Confidentiality

Education

High School diploma (required)

College degree preferred

NMLS required

Notary a plus

Tools

Salesforce

Banking software

Job description

FIRSTRUST BANKRecognizes the leader in you

As one of the region's foremost community banking institutions, we take pride in fostering leadership.

As a Firstrust employee, your growth is our growth. For you, that means great benefits, performance-based pay, a meaningful role, and resources to help your success. For us, that means employees who offer exemplary customer service with a commitment to our values - honesty, integrity and accountability.

Join our team as an Assistant Manager and unlock endless opportunities for personal and professional growth. The Assistant Manager will be the face of our bank, delivering world-class service and building lasting relationships with our valued customers. As the Assistant Manager they will be responsible for team management and developing strategies to drive consumer (non-business) sales goals, especially in the absence of the Branch Manager, who will focus more on business development and external engagements.

This leader will also play a crucial role in managing the branch's daily operations, team performance, and sales goals. More specifically, supervise the daily sales, operational and administrative activities of the branch within the framework of corporate policies and procedures to ensure quality service to our customers, satisfied and challenged employees and an efficient and profitable operating branch.

At our bank, we take pride in developing our employees and providing them with the tools and support they need to succeed. If you have a passion for helping others, a knack for numbers, and a drive to excel, we want you on our team!

JOB DUTIES AND RESPONSIBILITIES

• Assists in the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate services. Actively sells and promotes bank products to potential and existing business and consumer customers. Possesses knowledge of corporate products and services to suggest products.
• Champions all retail sales, service and Firstrust strategic initiatives including embracing and demonstrating MAGIC of customer relations strategies. Assists Branch Manager with business development.
• Monitors and leads branch team performance as it relates to goals on a daily, weekly, monthly, and quarterly basis.
• Leads the team by example and develops tactics to ensure the branch is meeting its sales growth and operational goals by providing consistent guidance, direction, and constructive feedback to the team through on-the-spot coaching
• Attends Quarterly Job Family Meeting in Corporate Headquarters.
• Demonstrates teamwork through flexibility and maintains effective communication with other departments and internal business partners to achieve Community Banking objectives and goals.
• Plays a pivotal role in providing comprehensive feedback to the Community Banking Manager for annual performance reviews and takes a lead in ongoing performance management for each branch staff member
• Sets a positive example in all areas of leading the branch team.
• Ensures compliance with all Bank and branch policies, Audit and Security procedures and federal regulatory guidelines.
• Enforce bank regulations and oversee bank security measures.
• Monitor branch financial activities, performing audits, reports, authority limits and managing cash levels.
• Proactively communicates policy and procedure changes to staff including review of the weekly Community Banking Operations Newsletter.
• Uses technology and SalesForce (Customer Relationship Management system) to manage all branch leads and opportunities.
• Ensures all branch operations, compliance and administrative functions are completed ahead of deadline.
• Partners with all areas of the Bank to provide seamless service to our customers.
• Continuously looks for ways to improve the overall team performance.
• Demonstrates behaviors consistent with Firstrust Mission/Values.

PHYSICAL AND SENSORY REQUIREMENTS

• Prolonged periods sitting at a desk and working on a computer.
• While performing the essential functions of this position, Assistant Manager may be required to drive a motor vehicle to travel to client locations, events, training, and job family meetings.
• The employee must move and position object/materials to set up branch events etc.
• Also, must have the ability to function in a financial institution/branch environment and utilize standard office equipment.
• The employee must be able to lift up to 20 lbs. of materials to be moved to branches and events.

POTENTIAL ON-THE-JOB-RISKS

• None identified.

EDUCATION, TRAINING AND EXPERIENCE

• High School diploma required, college degree preferred or equivalent experience.
• Two to three years management experience highly preferred. Banking experience preferred.
• Must have a thorough knowledge of Bank audit policies, branch operations and procedures.
• Proficient in using banking software and technology.
• Extensive PC Literacy.
• Experience with Sales Force or similar Customer Relationship Management system preferred.
• Ability to navigate multiple software applications.
• NMLS required.
• Notary a plus.
• Must be a team player and leader who can drive a branch team to exceed goals in sales and service with a positive attitude.
• Knowledgeable of Bank products such as Mortgages, Auto Loans, Home Equity
• Strong interpersonal and communication skills, with the ability to build rapport and establish trust with customers.
• Excellent judgment, decision, and problem-solving skills.
• Ability to maintain confidentiality, use tact and diplomacy.
• Detail-oriented with excellent organizational and multitasking abilities.
• Ability to adapt to changing priorities and work effectively in a fast-paced environment.
• Highly motivated attitude with a commitment to personal and professional growth, with a desire to learn and develop new skills.
• Professional demeanor and appearance, reflecting our bank's commitment to excellence.

Firstrust Bank provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender, (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran's status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law. This policy applies to all areas of employment, including, without limitation, recruitment, hiring, training and development, promotion, transfer, termination, compensation, benefits, and all other conditions and privileges of employment in accordance with applicable federal, state and local laws.

Firstrust Bank is an Equal Opportunity Employer.

If you have a disability and need an accommodation to complete the application process, please email Firstrust Bank Human Resources Department [e-mail]. Include your full name, best way to reach you, and the accommodation needed to assist with the application process.

Firstrust provides reasonable accommodations so that disabled individuals may participate in the application and selection process. Please state your reasonable accommodation request for assistance in your message.

Only reasonable accommodation requests related to applying for a specific position within Firstrust will be reviewed at the email address and phone number supplied.

Please advise Firstrust of any accommodation you require to express an interest in a specific opening by emailing or calling: [e-mail] or 215-728-8265.