Job description

TRUMARK FINANCIAL CREDIT UNION

JOB DESCRIPTION

Job Title: AVP Branch Manager II- Bensalem Branch

Department: Retail Division

Reports To: AVP Regional Manager

FLSA Status: Exempt M/T 40

ACCOUNTABILITY OBJECTIVE:

Responsible for leading, coaching and managing the branch team, developing and driving new memberships and small business relationships within the market as well as the overall performance of the branch including all sales and performance goals. Ensure providing superior member experience through building a strong, collaborative and self-sufficient team. This is an individual and team production sales and service role.

Branch Manager II will be responsible for larger more complex branches and is a leader and resource among peers.

RESPONSIBILITIES:

• Consistently provide superior service to both internal and external members beyond existing standards.
• Manager and/or escalates service delivery issues to Branch Operations for immediate resolution, or sets service level expectation with member on response time.
• Ensures operational integrity including compliance in all policies and procedures. Includes managing operating expenses of branch.
• Works 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.
• 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.
• Develops and implements branch strategy and assigns ownership and accountability of goals on an individual level.
• Coaches and manages individual team members on sales, referral and service programs.
• Leverages reports and systems to analyze trends and coach employees on how to effectively achieve goals the member experience in mind.
• Acts a business development officer for the market to generate Centers of Influence and derive new membership and business opportunities.
• Actively participate in community activities and organizations to promote TruMark’s brand, image and growth.
• Presentation of financial literacy program on an as needed basis pursuant to school and community relations schedule.
• Represents TruMark on community organization committees and boards.
• Small business development and lending experience.
• Ability to leverage existing Centers of Influence and book of business to drive new memberships.
• Ability to call on prospective businesses and coordinate and collaborate with internal partners and experts to earn full relationship of business client, including business, personal and employees.
• Competency in small business lending and deposit relationships.
• 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.
• Facilitates and/or assists in leading projects at multiple levels of the organization
• A champion and driver of innovation and continuous improvement, creating an effective and efficient means to provide a superior member experience.
• Coordinate work schedules with vacations and approved leaves of absence to ensure adequate service coverage is maintained within staffing levels.
• Collaborate with HR on all personnel functions in accordance to applicable statues.
• Demonstrates and encourages a continuous learning environment, including completion of required and assigned training in a timely manner.
• Performs any and all branch tasks, assignments or functions as assigned and/or required, including re-assignment.
• QUALIFICATIONS:
• Bachelor’s degree in business field and/or 5-10 years of branch management or equivalent work experience with a financial institution.
• Maintain a professional appearance and demeanor.
• Previous experience in an aggressive financial sales environment required.
• Ability to communicate effectively, both orally and in writing, with members and employees.
• Ability to facilitate meetings and publically present in a sophisticated and professional manner.
• Excellent listening and interpersonal skills.
• Excellent attention to detail and organizational skills with the ability to perform expeditiously and accurately without constant supervision and frequent interruption. Includes ability to multi-task.
• Excellent technical aptitude, including working knowledge of word processing and spreadsheet applications.
• Proficient financial aptitude.
• Thorough understanding of all products and services, features and benefits as well as associated procedural details.
• Must possess good strategic, analytical and decision making abilities.
• Must have excellent conflict resolutions skills.
• 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.

Job Type: Full-time

Pay: From $66,744.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 10 hour shift
• 12 hour shift
• 8 hour shift

Supplemental pay types:

• Commission pay

Work Location: One location

colinoncars.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, colinoncars.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, colinoncars.com is the ideal place to find your next job.