American Heritage Credit Union ยท 4 months ago
Branch Manager II (East Norriton)
East Norriton, PA
Full-time
Onsite
Mid Level
$65K/yr - $80K/yr
3+ years expAmerican Heritage Credit Union is a $5+ billion credit union seeking a Branch Manager for their East Norriton Branch. The role involves guiding branch staff to provide quality service, overseeing operations, and developing member relationships while ensuring adherence to policies and procedures.
Financial Services
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
Qualification
Required
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 certification
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
Benefits
Paid time off
Health benefits
401(k) with a generous escalating company match
Future growth opportunities within the company
Company
American Heritage Credit Union
American Heritage Credit Union is a member-owned financial cooperative with more than $5 billion in assets serving more than 800 Workplace Partners and more than 325,000 members, with more than 35 locations across Philadelphia, Bucks, Chester, Montgomery, Delaware, and Camden Counties.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brian Schmitt
CFO
Brian Hahn
Chief Operating Officer
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