Assistant Branch Manager

3 weeks ago

Conshohocken, United States TruMark Financial Full time

TRUMARK FINANCIAL CREDIT UNION

JOB DESCRIPTION

Job Title: Assistant Branch Manager - Plymouth Meeting Branch

Department: Retail Division

Reports To: Branch Manager

FLSA Status: Exempt

ACCOUNTABILITY OBJECTIVE:

Responsible for leading, coaching and managing the overall performance of the Member Service Representatives. Assists the Branch Manager in achieving all sales and performance goals of the branch and acts as the back-up to the Branch Manager. Ensures branch provides superior member experience through building a strong, collaborative and self-sufficient team. This is an individual and team production sales and service role.

RESPONSIBILITIES:

  • Acts as Branch Manager in their absence.
  • Perform all branch duties and responsibilities as necessary
  • Ensures operational integrity including compliance in all policies and procedures.
  • Includes managing operating expenses of branch.
  • Partners with Field Representative to identify and correct potential audit issues and recurring exceptions
  • Assures Branch physical security; dual control, audits, compliance with regulatory policies and procedures. Includes after hours support for alarms and ATMs.
  • Responsible for loss prevention and protecting the TruMark from controllable losses including, but not limited to, identity theft, kiting, new account fraud, counterfeit check fraud, processing errors, teller differences and theft.
  • Implements existing policies and procedures and makes recommendations regarding revisions.
  • Responsible for achieving all sales, service, operational and profitability goals in an ethical and sound manner.
  • Creates a team environment, influencing and evolving the branch sales culture and the development of and execution of the TruService Member Experience
  • Coaches, trains and mentors all branch personnel in all areas of service, sales and branch operations.
  • Responsible for influencing and evolving the branch culture, the development of and execution of the TruService Member Experience in an ethical and sound manner.
  • Consistently provide superior member service to both internal and external members beyond existing standards and provides after hours support for the alarm system and ATM
  • Assists in generating additional business through community business visits as well as in-branch promotions and telephone sales.
  • Is innovative and forward thinking with the retail industry and stays current with the usage of systems and technology to better demonstrate alternative delivery channels.
  • Coordinate work schedules with vacations and approved leaves of absence to ensure adequate service coverage is maintained within staffing levels.
  • Assists in branch functions and community activities to promote the credit union's image and growth.
  • Utilizes sound business judgment in analyzing loan applications in accordance with associated loan officer designation.
  • Involved with recommendations for hires, termination, promotions, transfers, training and development, disciplinary notices, performance appraisals and interpretation of credit union rules and polices for department personnel. Conduct all personnel functions in accordance with applicable statues.
  • Remains active in credit union training programs. Complete the position's present curriculum as outlined by completing the following - credit union annual required compliance training and the supplemental courses listed within the prescribed time. Follows policy and procedure daily to ensure compliant with current regulations.
  • Required to attend Bank Secrecy Act training annually.
  • Complete all tasks, assignments or functions as assigned and/or necessary.
QUALIFICATIONS:
  • An Associate's degree and/or 3 years of branch or equivalent experience with a financial institution, preferably in a supervisory capacity.
  • Job related continuing education as necessary.
  • Ability to communicate effectively, both orally and in writing, with members and employees.
  • Excellent attention to detail and organizational skills with the ability to perform expeditiously and accurately without constant supervision and frequent interruption.
  • Intermediate working knowledge of word processing and spreadsheet applications.
  • Excellent technical aptitude.
  • Nature of position creates the possibility of temporary or permanent reassignments within TruMark Financial's branch office network.
  • Maintain a professional appearance and demeanor.
  • Being a team player that is considerate of other employees.
  • Must have excellent conflict resolutions skills.
  • Ability to multi - task under pressure.
  • Flex time may be necessary to include nights and weekends.


Language Skills:

Ability to read, analyze, and interpret compensation, tax, financial, legal, regulatory reports and documents. Ability to respond to common inquiries or complaints from members, regulatory agencies, or members of the business community. Ability to effectively present job related information to employees.

Physical Requirements:

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Must be available and willing to travel to such locations and with such frequency as the employer determines is necessary or desirable to meet its business needs. Must possess sufficient manual dexterity to skillfully operate standard office equipment including but not limited to: a computer, typewriter, adding machine, facsimile machine, photocopier, and telephone. A telephone device to enhance hearing will be provided if needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk, sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or more up to 30 pounds.

Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment:

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Employees must be able to relate to other people beyond giving and receiving instructions: (a) can get along with co-workers or peers without exhibiting behavioral extremes; (b) perform work activities requiring negotiating, instructing, supervising, persuading or speaking with others; and (c) respond appropriately to criticism from a supervisor. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.

This job description is not an employment agreement or contract, implied or otherwise. TruMark Financial Credit Union maintains "at will" employment.

This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. TruMark Financial Credit Union reserves the right to modify duties or job descriptions at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak periods, or otherwise balance the workload.

TruMark Financial Credit Union is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.

TruMark Financial Credit Union commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon TruMark Financial Credit Union. The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position or may be encountered while performing essential functions. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting TruMark Financial Credit Union's Human Resources Department.

  • Member Service Representative

    1 month ago

    Conshohocken, Pennsylvania, United States TruMark Financial Full time

    Job Title: Member Service Representative - FloatingTruMark Financial Credit Union is seeking a highly skilled Member Service Representative to join our team. As a key member of our Branch Operations team, you will be responsible for delivering exceptional member service to both existing and potential members.Key Responsibilities:Effectively educate and...

  • Client Services Manager

    3 weeks ago

    Conshohocken, United States FIRSTRUST SAVINGS BANK Full time

    Client Services Manager Location US-PA-Conshohocken Job ID 2024-2525 Positions 1 Pay Status Salaried / Exempt Objective Perform the role of Client Services Manager for the Commercial Banking Division ensuring that all client service issues are handled in an expeditious manner upholding the highest standards of service excellence. This individual is...

  • Client Services Manager

    3 weeks ago

    Conshohocken, United States Firstrust Bank Full time

    Objective Perform the role of Client Services Manager for the Commercial Banking Division ensuring that all client service issues are handled in an expeditious manner upholding the highest standards of service excellence. This individual is also responsible for assisting the Division to meet all its stated financial and production goals either through...

  • Client Services Manager

    3 weeks ago

    Conshohocken, United States Firstrust Bank Full time

    Client Services ManagerLocation US-PA-ConshohockenJob ID 2024-2525# Positions 1Pay Status Salaried / ExemptObjective Perform the role of Client Services Manager for the Commercial Banking Division ensuring that all client service issues are handled in an expeditious manner upholding the highest standards of service excellence. This individual is also...

  • Commercial Banking Division Manager

    3 weeks ago

    Conshohocken, Pennsylvania, United States FIRSTRUST SAVINGS BANK Full time

    Job Title: Client Services ManagerFirstrust Bank is seeking a highly skilled Client Services Manager to join our Commercial Banking Division. As a key member of our team, you will be responsible for ensuring that all client service issues are handled in an expeditious manner, upholding the highest standards of service excellence.Key Responsibilities:Assist...

  • Commercial Banking Division Manager

    3 weeks ago

    Conshohocken, Pennsylvania, United States Firstrust Bank Full time

    Job Title: Client Services ManagerFirstrust Bank is seeking a highly skilled Client Services Manager to join our Commercial Banking Division. As a key member of our team, you will be responsible for ensuring exceptional client service and driving business growth through effective commercial loan processing.Key Responsibilities:Develop and maintain strong...

  • Account Manager

    3 weeks ago

    Conshohocken, Pennsylvania, United States Piper Companies Full time

    Account Manager Job DescriptionPiper Companies is a rapidly growing recruiting firm seeking talented individuals to join its team as Account Managers. This role is ideal for those who thrive in a fast-paced environment and are passionate about driving customer acquisition and expansion.Key Responsibilities:Drive customer acquisition through strategic...

  • Civic Engagement Program Coordinator

    3 weeks ago

    Conshohocken, Pennsylvania, United States Greater Philadelphia YMCA Full time

    Civic Engagement Program CoordinatorThe Greater Philadelphia YMCA is seeking a highly motivated and organized Civic Engagement Program Coordinator to join our team. This role will be responsible for coordinating Civic Engagement programming and conference planning, as well as providing support to school and branch-based advisors.Key Responsibilities:Support...

  • Civic Engagement Program Coordinator

    3 weeks ago

    Conshohocken, Pennsylvania, United States Greater Philadelphia YMCA Full time

    Job Title: Civic Engagement Program CoordinatorThe Greater Philadelphia YMCA is seeking a Civic Engagement Program Coordinator to join our Office of Government & Community Affairs. This role will be responsible for coordinating Civic Engagement programming and conference planning, as well as supporting events and activities across Philadelphia and the...

  • Assistant Community Manager

    3 months ago

    Conshohocken, United States FirstService Residential - East Full time

    As an Assistant Community Manager at Grande at Riverview in Conshohocken, you will provide support to management in the overall operations of Community Association business and deliver exceptional customer service to owners, residents, clients and vendors.Your Responsibilities:Provide exceptional customer service to clients and vendors at all timesRespond to...

  • Assistant Community Manager

    4 weeks ago

    conshohocken, United States FirstService Residential Full time

    As an Assistant Community Manager at Grande at Riverview in Conshohocken, you will provide support to management in the overall operations of Community Association business and deliver exceptional customer service to owners, residents, clients and vendors.Your Responsibilities:Provide exceptional customer service to clients and vendors at all timesRespond to...

  • Service Manager Assistant

    1 week ago

    Conshohocken, Pennsylvania, United States Conicelli Autoplex Full time

    Assistant Service Manager Job DescriptionConicelli Autoplex is seeking an experienced Assistant Service Manager to join our team. As a key member of our service department, you will be responsible for delivering exceptional customer service, minimizing wait times, and promoting the value of maintenance services.Key Responsibilities:Proactively educate...

  • Assistant Property Manager

    3 weeks ago

    Conshohocken, Pennsylvania, United States The Galman Group Full time

    Job SummaryWe are seeking a highly skilled and organized Assistant Property Manager to support our multi-site properties. The ideal candidate will have prior property management experience and excellent customer service skills.Key ResponsibilitiesAssist in the preparation of monthly variance reports and provide financial reporting information as...

  • Assistant Store Manager

    3 weeks ago

    Conshohocken, Pennsylvania, United States Aldi Full time

    Job DescriptionAs an Assistant Store Manager at Aldi, you will play a key role in ensuring the smooth operation of our stores. Your responsibilities will include assisting with supervising day-to-day store activities, managing schedules, and developing operational action plans to drive sales and customer satisfaction.Key Responsibilities:Assist the direct...

  • Association Director

    4 weeks ago

    Conshohocken, Pennsylvania, United States YMCA of the USA Full time

    Job DescriptionThe Association Day Camp Director will lead the development and growth of 30 plus Day Camps, ensuring consistency in program standards across the Association. This role will provide support to Executive Leaders and Program Directors to promote the organization's mission, overseeing the progress of program operations to increase quality and...

  • Assistant Community Manager

    1 month ago

    Conshohocken, Pennsylvania, United States FirstService Residential Full time

    Job SummaryWe are seeking a highly organized and customer-focused Assistant Community Manager to provide exceptional support to our management team and deliver outstanding service to our community association clients and vendors.Key ResponsibilitiesProvide exceptional customer service to clients and vendors, responding to inquiries and resolving questions or...

  • Assistant Retail Manager

    3 weeks ago

    Conshohocken, Pennsylvania, United States Aldi Full time

    Job SummaryWe are seeking a highly skilled and experienced Assistant Retail Management professional to join our team at ALDI. As an Assistant Retail Management, you will play a key role in ensuring the overall success of our store by assisting with supervising day-to-day store activities, managing schedules, and developing operational action plans.Key...

  • Assistant Store Manager

    3 weeks ago

    Conshohocken, Pennsylvania, United States Aldi Full time

    Job DescriptionAs an Assistant Store Manager at Aldi, you will play a key role in ensuring the smooth operation of our stores. Your responsibilities will include assisting with supervising day-to-day store activities, managing schedules, and developing operational action plans to drive sales and customer satisfaction.Key Responsibilities:Assist the direct...

  • Assistant Store Manager

    3 weeks ago

    Conshohocken, Pennsylvania, United States Aldi Full time

    Job DescriptionAs an Assistant Store Manager at Aldi, you will play a key role in ensuring the smooth operation of our stores. Your responsibilities will include assisting with supervising day-to-day store activities, managing schedules, and developing operational action plans to drive sales and customer satisfaction.Key Responsibilities:Assist the direct...

  • Senior Assistant Manager

    3 weeks ago

    Conshohocken, Pennsylvania, United States Moby-Consulting Full time

    About the JobWe are seeking a highly motivated and customer-focused Senior Assistant Manager to join our team at Moby-Consulting in Conshocken, PA. As a Senior Assistant Manager, you will play a key role in providing top-notch customer experiences and creating solutions for retail and business customers.Responsibilities:Provide exceptional customer service...