Financial Center Assistant Manager - Frackville

Full Time
Frackville, PA 17931
Posted
Job description

A great experience starts with a great team! Mid Penn Bank is actively seeking a Financial Center Assistant Manager for our location in Frackville, PA!


We believe that our ongoing success depends upon a skilled, satisfied and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. We are committed to diversity, equity, and inclusion. People from underrepresented communities, Veterans, individuals with disabilities, and bilingual candidates are strongly encouraged to apply.

The Financial Center Assistant Manager is responsible for the day-to-day supervision of the team and operations of the Financial Center. In addition, the Financial Center Assistant Manager is an active member of the Sales and Service team. This individual works closely with the Financial Center Manager to set goals and ensure achievement of sales and performance objectives.

Essential Duties and Responsibilities

  • Oversees and ensures that the Financial Center line operates in compliance with the company’s operating policies and procedures related to the processing of deposits, withdrawals, check cashing, cash handling, and other transactional and security operations.
  • Monitors Associate over and short records and follows appropriate procedures for out of balance situations.
  • Makes certain Associates have an adequate supply of cash to conduct business while still adhering to approved cash management limits.
  • Reviews situations that require supervisor overrides and determines appropriate next steps.
  • Ensures Associates are performing account inquiries, accurately posting deposit and withdrawal transactions, placing appropriate holds, and correctly utilizing the back counter processing system.
  • Responsible for all aspects of the cash vault including balancing, placing cash orders, buying/selling cash and coin from Associates, and verifying cash shipments.
  • Performs daily ATM settlement.
  • Conducts audits to test operational soundness and risk management compliance.
  • Assists the manager with various operational duties including, but not limited to:
    • Assists the Financial Center Manager with coordinating, planning, and facilitating staff meetings as needed.
    • Schedules staff to ensure appropriate coverage/staffing.
    • Participates in resolving employee questions, problems, and concerns.
    • Orients and trains new employees on operations and overall performance expectations.
    • Assists with expense management and managing the budget.
  • Has knowledge of and the ability to perform the essential duties assigned to the Financial Center staff.
  • Partners with the Financial Center Manager to establish specific goals for the office and implements strategies to achieve these goals.
  • Supports “On Mid Penn” and Work Place Banking events as needed.
  • Leads team by example as a top performer in sales and service goal achievement.
  • Supports the planning and implementation of contests and promotions to encourage full team participation in achieving individual and group goals.
  • Assists the Financial Center Manager with educating the team on products, services, systems, and resources available to support the sales process.
  • Provides guidance and support to team members on recognizing and acting on sales opportunities.
  • Assists new and existing customers with various financial needs including, but not limited to:
    • Opening and servicing deposit accounts.
    • Originating consumer loans and conducting loan closings.
    • Providing appropriate financial and account disclosures.
    • Educating customers on options for managing accounts.
    • Identifying opportunities to expand the customer relationship by offering additional products and services to meet customer needs.
    • Making referrals and customer introductions to other lines of business.
  • Effectively utilizes the organizations Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office’s market area.
  • Develops and maintains positive customer relationships through courteous and prompt response to customer questions, problems, and concerns.
  • Takes ownership of internal and external customer problems and/or requests, proactively seeks answers and/or provides solutions and follows up to ensure customer needs have been met.
  • Observes, coaches, and provides feedback to the team to ensure excellent customer service.
  • Provides guidance and support to the team in resolving customer questions, problems, and concerns.
  • Responsible for understanding the Bank Secrecy Act/Anti-Money Laundering (BSA/AML) Policy and ensuring the duties related to the policy, including accurate and timely completion of Currency Transaction Reports and Suspicious Activity Reporting, are in compliance with expectations and federal regulations.
  • Follows the company’s Customer Identification Policy (CIP) to ensure accurate identification of customers during the account opening process and reviews account information during service interactions to maintain accurate and up-to-date customer records.
  • Maintains security controls to protect the facility against criminal and fraudulent operations and unnecessary risk or exposure.
  • Communicates with the Financial Center Manager, other supervisors, and appropriate staff personnel in order to integrate activities.
  • Prepares and distributes monthly operational reports to appropriate groups or individuals in a timely manner.


Education & Qualifications

  • A minimum of two (2) years’ related work experience or specialized financial education and training normally required.
  • Internal Supervisor Certification preferred.
  • An Associate degree in related field preferred.
  • Notary experience preferred or ability to obtain notary as needed.
  • Ability to obtain and properly maintain a National Mortgage Licensing Registration (NMLS #) in order to take applications for loans that are secured by residential real estate is a requirement of this position.
  • Ability to work a flexible schedule as required to meet operating needs.

Skill(s)

Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual , auditory and speaking skills; valid driver’s license is required.


Mid Penn Bank offers rewarding career opportunities, competitive wages, great incentives and benefits.

Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.

Equal Opportunity Employer–Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity

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