Branch Manager II (East Norriton)

American Heritage Credit Union; Norristown (Montgomery County); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Extensive benefits package

Paid time off

401(k) with company match

Job summary

A regional credit union is seeking a Branch Manager for its East Norriton Branch. This role requires overseeing staff, providing high-quality service to credit union members, and ensuring adherence to policies. The ideal candidate will have a Bachelor's degree, at least three years of management experience, and excellent interpersonal and communication skills. A competitive salary and benefits package, including paid time off and 401(k), is offered to support professional growth.

Qualifications

• 3+ years of branch management experience in a financial institution.
• Advanced knowledge of relevant PC applications.
• FICEP certification required.

Responsibilities

• Guide staff in providing quality service to members.
• Monitor branch operations for quality service.
• Develop and maintain relationships with Workplace Partners.
• Train and evaluate employee performance.

Skills

Interpersonal skills

Communication skills

Organizational skills

Problem solving

Member service skills

Education

Bachelor's degree in Business, Finance, or related field

Branch management experience

Tools

Microsoft Word

Microsoft Excel

Meridian Link

uMonitor

PAT

MS Outlook

ADP

Symitar

Job description

American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Branch Manager at our East Norriton Branch! This position guides branch office staff in providing quality service to members in the areas of account transactions, loan applications, new accounts, and solving problems within established policies and guidelines.

Responsibilities

• Thorough knowledge of all credit union products, policies, procedures, and branch services. Responsible for the adherence to policies/procedures including but not limited to, cash management, security, lending, Federal regulations, and Human Resources.
• Professional, well-developed interpersonal skills necessary for supervising branch staff and servicing Credit Union members.
• Excellent communication, organizational, problem solving, and member service skills.
• Monitor & direct branch operations to ensure that a professional image & high quality of service are being consistently provided to the membership, co-workers and the supporting branches and ensuring adequate branch staffing.
• Develop, maintain, and expand relationships with Workplace Partners and businesses, as well as develop, plan, and implement Educational Seminars within our existing Workplace Partners.
• Coach staff to be highly motivated, well trained, skilled in sales, and proficient in the delivery of "Whale done" service while maintaining a Cross-Selling environment within the branch.
• Responsible for training employees and evaluating employee job performance
• Responsible for accounts assigned to the branch through the Relationship Management Program.
• Provide loan interviewing and consulting, input, process and close loans.
• Prepare, maintain, and submit monthly branch/sales activity reports to Vice President of the Suburban Region.
• Provide consistent coaching using DataVa & the Premier Coaching model to develop branch staff sales and service abilities to meet sales and service goals.
• Conduct sales/service meetings with staff to include general information and develop sales/service initiatives/goals.
• Monitor office activity, including number of transactions, deposit/loan growth, staff errors, MSR and MXA personnel sales, new account generation, RM profitability, and potential Workplace Partner (WPP) prospects.
• Responsible for soliciting & developing new member and business accounts for the deposit and loan growth of the branch.
• Balance and replenish the automated teller machine. Maintain proper cash levels and cash flows.

Qualifications

• Bachelor's degree in Business, Finance, or a related field or equivalent work experience.
• Must have at least three years of branch management experience within a financial institution.
• Must obtain FICEP certifcation.
• Advanced working knowledge of PC applications (Word, Excel, Meridian Link, uMonitor, PAT, MS Outlook, ADP and Symitar).
• Professional, well-developed interpersonal skills necessary for supervising branch staff and servicing Credit Union members.
• Must possess a confident leadership style that is firm and goal oriented, and yet, motivates, trains, and engages others in an enthusiastic manner.
• Must be available branch operation hours of Monday through Thursday 8:00 a.m. to 5:00 p.m. Friday 8:00 a.m. to 6:00 p.m. and Saturday from 9:00 a.m. to 3:00 p.m.

Our commitment to your success is enhanced by our competitive rate commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous escalating company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

WE OFFER YOU THE RIGHT FINANCIAL SOLUTIONS BECAUSE YOU ARE FAMILY.

EOE M/F/D/V