Lead Financial Services Supervisor

3 days ago


Philadelphia, Pennsylvania, United States American Heritage Credit Union Full time
Job Opportunity

American Heritage Credit Union is currently seeking a Lead Financial Services Supervisor to join our team in the Roxborough area. As a key member of our leadership team, this individual will be responsible for guiding and directing a team of professionals in providing exceptional member service and meeting sales goals.

The ideal candidate will possess at least three years of branch management experience within a financial institution, with a proven track record of driving business growth and improving customer satisfaction. A Bachelor's degree in Business, Finance, or a related field is preferred, along with FICP certification and advanced working knowledge of PC applications.

Responsibilities:

  • Supervise and direct branch staff to achieve sales targets and improve customer satisfaction
  • Maintain a high level of operational efficiency and accuracy in all transactions
  • Develop and implement strategies to increase sales and drive business growth
  • Collaborate with other departments to ensure seamless delivery of products and services

Requirements:

  • Bachelor's degree in Business, Finance, or a related field (or equivalent work experience)
  • At least three years of branch management experience within a financial institution
  • FICP certification
  • Advanced working knowledge of PC applications (Word, Excel, Meridian Link, uMonitor, PAT, MS Outlook, ADP, and Symitar)

Compensation and Benefits:

  • Salary range: $65,000 - $85,000 per year (commensurate with experience)
  • Extensive benefits package including paid time off, health benefits, 401(k) with a generous escalating company match, and future growth opportunities

About American Heritage Credit Union:

We are a dynamic and growing credit union dedicated to providing our members with exceptional service and innovative financial solutions. Our commitment to our employees' success is reflected in our comprehensive training programs, career development opportunities, and competitive compensation packages.



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