Summary

Underwrites, and Services any and all types of secured and unsecured loans or lines of credit within the Banks product set to build a client portfolio of acceptable risk within the Banks market area to achieve stated goals and objectives for the profitable expansion and retention of all lending and related services.

Responsibilities

• Gather and analyze information required so that informed credit decisions can be made
• Work with the Credit Department on loan requests, evaluate, and mitigate credit risks
• Prepare credit memos and other documentation for presentation to the appropriate approval authority
• Complete site inspections for new loans and for the existing portfolio
• Direct the due diligence process working with internal and external resources
• Ensure all approval conditions have been met prior to closing and follow up on any post closing items
• Review loan documentation prior to closing
• Attend loan closings
• Maintain on-going and periodic contact with assigned customers to aid in growing their banking relations and cross sell other Bank products, when appropriate
• Develop and bring new customer relationships to the Bank in relation to loans and deposits
• Review customer relationships and update credit files per policy guidelines
• Manage, maintain, recommend and document appropriate risk ratings and risk rating changes
• Provide high quality and timely customer service
• Networking and participation in community events as appropriate
• Responsible for completing all training courses assigned
• Assist with all customer, employee, realtor, and broker inquires
• Perform additional Origination loan functions as needed
• Must maintain a thorough knowledge of the Bank’s lending programs, policies, and procedures
• Must maintain strict adherence to regulatory requirements, ensure conformity with all federal and state compliance policies.
• Adheres to proper regulatory compliance practices inherent in this position by following departmental policies and procedures, completing compliance training as assigned and questioning and areas of uncertainty regarding proper process
• Other duties assigned by the Manager or Supervisor.

Required Education, Experience and Skills

• College degree in finance, business or related field.
• 5 years of banking experience in Commercial Lending
• Excellent verbal and written communication skills.
• Computer proficiency.

Equal Employment Opportunity

William Penn Bank is an Equal Opportunity Employer that does not discriminate or retaliate on the basis of actual or perceived race, creed, color, religion or religious creed, alienage or national origin, ancestry, citizenship status, age, disability or handicap or association with an individual with a handicap or disability, sex (including affectional or sexual orientation, gender identity, gender expression, gender transition, or transgender identity), pregnancy or breastfeeding/lactation, marital status, civil union status, domestic partnership status, veteran status, military status, genetic information, atypical hereditary cellular or blood trait, arrest record, domestic or sexual violence victim status, credit information, or any other characteristic protected by applicable federal, state or local laws.

Interested applicants may email their resume to Nicole Nielsen – SVP, Chief Human Resources Officer at nnielsen@williampenn.bank.

Qualified candidates will be subject to a background check and pre-employment drug test.

Position Summary

Responsible for providing first level technical support to internal users and systems; Works with hardware and software systems and responds to questions and aids in problem solving; provides guidance and training to end users and new hires. Look to grow and learn to accomplish goals.

Responsibilities

• Responds to end user calls while ensuring a high level of customer service and maximizing productivity.
• The overall pervasive responsibility of this position is the commitment to customer service.
• Installation, setup and configuration of desktops, notebooks, printers, etc.
• Facilitate network, hardware and software changes that as directed from senior staff.
• Answer technical support calls, complete help desk tickets and provide end-user support for computer, network and printers.
• Answer technical questions pertaining to software usage issues, basic PC/Network functions and the proper use of the Bank’s network resources.
• Assist in documenting PC and network configuration, maintenance procedures, and PC inventory; grow a broad knowledge of state-of-the-art technology, equipment and/or systems.
• Conduct basic preventative maintenance under as directed
• Provide users with timely first level technical support.
• Resolve basic issues concerning user network access.
• Data Migration: Transfer data from workstations to assigned network directories (desktop data, bookmarks, etc.) as directed.
• Requires ability to identify and obtain acceptance of concepts, which may involve some difficult issues; must be able to read, comprehend and explain instructions; prepare short correspondence and memos; and to train users in computer applications.
• Requires ability to apply logic and reasoning in troubleshooting software and hardware problems and to resolve and correct deficiencies.
• Ability to apply visual attention, dexterity, and coordination in the regular operation of computer systems, including peripheral equipment and software applications. Strong organization, interpersonal and communication skills and the ability to work effectively. Grow in knowledge of current technological developments/trends. Able to work with minimum supervision. This role needs to be a self-starter and very self-motivated. Provides Board of Directors with the quarterly updates or HR-related policies due for annual approval when necessary.
• Maintain open communication with department heads/branch market mangers/branch managers.
• Adheres to proper regulatory compliance practices inherent in this position’s responsibilities by following departmental policies and procedures, completing compliance training as assigned and questioning any area of uncertainty regarding proper regulatory processes.

Required Education, Experience and Skills

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Bachelor’s Degree preferred, requires Associates Degree plus 2-5 years’ experience in IT field. Knowledge of basic computer hardware, including printers, routers, wireless, and switches. Knowledge of Microsoft Windows operating systems TCP/IP, VPN and Windows networking required.  Experience in diagnosing and troubleshooting computer systems, Windows, and Office 365.  Knowledge of Windows Active Directory, Antivirus and Internet Explorer. Knowledge of packet-based telephony and conferencing systems.

Equal Employment Opportunity

William Penn Bank is an Equal Opportunity Employer that does not discriminate or retaliate on the basis of actual or perceived race, creed, color, religion or religious creed, alienage or national origin, ancestry, citizenship status, age, disability or handicap or association with an individual with a handicap or disability, sex (including affectional or sexual orientation, gender identity, gender expression, gender transition, or transgender identity), pregnancy or breastfeeding/lactation, marital status, civil union status, domestic partnership status, veteran status, military status, genetic information, atypical hereditary cellular or blood trait, arrest record, domestic or sexual violence victim status, credit information, or any other characteristic protected by applicable federal, state or local laws.

Interested applicants may email their resume to Nicole Nielsen – SVP, Chief Human Resources Officer at nnielsen@williampenn.bank.

Qualified candidates will be subject to a background check and pre-employment drug test.

Position Summary

Employee is responsible for opening and closing new accounts, running a teller window, maintaining existing bank accounts, identifying new relationships and referring them to the Manager, cross-selling bank products and services, while providing quality customer service to further customer relations. Position will be based at our Morrisville and Yardley locations.

Job Responsibilities

• Meet and greet customers
• Open and process new accounts.
• Cross-sells the Bank’s services and products.
• Identify and refer new opportunities to the manager.
• May assist Personal Banker in training, vault maintenance, scheduling, opening and closing.
• Assist in answering the telephone and transferring calls to the appropriate personal.
• Research and verify account information and resolve problems for customers as necessary.
• Open, close and maintain safe deposit boxes.
• Accepts deposits, verifying cash and endorsements and issue receipts.
• Issues money orders and bank checks.
• Balances transactions at end of day and verifies cash totals.
• May acts as a supervisor in the absence of the Assistant Manager and/or Manager.
• Represents the bank in business development efforts and at civic and community functions.
• Participates in Bank and Community events. Serves as a volunteer for the community a minimum of 8 hours annually and records hours in Continuity.
• Follows compliance with traditional Bank policies and procedures.  Adheres to compliance with the Bank Secrecy Act, OFAC and USA PATRIOT Act including accurate completion of CTR’s, Monetary Instrument logs, and reporting of suspicious activities to supervisor.  Completes BSA and related compliance training annually.
• Adheres to proper regulatory compliance practices inherent in this position by following departmental policies and procedures, completing compliance training as assigned and questioning and areas of uncertainty regarding proper process
• Other duties assigned by the Manager or Supervisor.

Required Education, Experience and Skills

• High school diploma or equivalent preferred
• Professional interpersonal skills to represent the Bank in a positive way in dealing with customers and other employees
• Cash handling accuracy
• Ability to operate on-line teller terminal and other standard office equipment
• Successful completion of teller training and any other compliance training deemed necessary by the Bank
• Working knowledge of personal computers and software, specifically Microsoft Word, Excel, and Power Point, as required to support job functions.
• Good analytical and problem-solving aptitude.
• Written and oral command of language.
• Ability to handle multiple tasks with minimal error.
• Ability to work with demanding timelines and schedules.

Pursues continuing educational requirements as established in annual goals and review process.

Equal Employment Opportunity

William Penn Bank is an Equal Opportunity Employer that does not discriminate or retaliate on the basis of actual or perceived race, creed, color, religion or religious creed, alienage or national origin, ancestry, citizenship status, age, disability or handicap or association with an individual with a handicap or disability, sex (including affectional or sexual orientation, gender identity, gender expression, gender transition, or transgender identity), pregnancy or breastfeeding/lactation, marital status, civil union status, domestic partnership status, veteran status, military status, genetic information, atypical hereditary cellular or blood trait, arrest record, domestic or sexual violence victim status, credit information, or any other characteristic protected by applicable federal, state or local laws.

Interested applicants may email their resume to Nicole Nielsen – SVP, Chief Human Resources Officer at nnielsen@williampenn.bank.

Qualified candidates will be subject to a background check and pre-employment drug test.

Summary

Responsible for supporting the accounting function of the Bank to provide financial and statistical information necessary for management decision making, board reports and regulatory reporting, including providing technical services using clerical skills to assure that the assets, liabilities income and expense items of the Bank’s general ledger are met and properly recorded on the financial records.

Responsibilities

• Responsible for administering, developing, planning and coordinating internal accounting functions to provide accurate financial and statistical information to assist in decision making.
• Oversees the preparation and maintenance of daily accounting records; oversees the processing of all accruals of the accounting system; processes all bond and securities transactions; maintains Bank files and permanent records of deeds, tax returns, regulatory filing, etc.; disburses payment for expense vouchers as approved by supervisors in accordance with expense policy; authorizes payment of dormant official checks.
• Ability to proficiently operate the Bank’s accounting software platform to perform the daily tasks required to support the accounting function of the Bank.
• Ability to analyze financial data; to calculate figures; prepare financial and statistical data, analyze many variables, think imaginatively and apply originality to factual and hypothetical data in current and long-range studies.
• Ability to obtain internal acceptance of new ideas and approaches to problem solving. Ability to read and interpret documents such as policies, laws, regulations, manuals and documents.  Ability to write routine reports and correspondence and to speak effectively with employees, vendors and customers.
• Ability to manage accounts payable function.
• Requires personal computer literacy and knowledge of spreadsheet and accounting software.
• While performing the duties of this job, the employee is regularly required to apply visual attention, dexterity and coordination in the operation of a variety of office equipment; and to talk and hear.
• Contacts senior level management and accounting staff at other locations, auditors and regulators.
• Adheres to proper regulatory compliance practices inherent in this position’s responsibilities by following departmental policies and procedures, completing compliance training as assigned and questioning any area of uncertainty regarding proper regulatory processes.

Required Education, Experience and Skills

• Bachelors’ degree in Accounting
• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• General accounting experience, with at least two years of Bank accounting experience. Must pursue continuing education requirements as established in annual review and goals process.

Equal Employment Opportunity

William Penn Bank is an Equal Opportunity Employer that does not discriminate or retaliate on the basis of actual or perceived race, creed, color, religion or religious creed, alienage or national origin, ancestry, citizenship status, age, disability or handicap or association with an individual with a handicap or disability, sex (including affectional or sexual orientation, gender identity, gender expression, gender transition, or transgender identity), pregnancy or breastfeeding/lactation, marital status, civil union status, domestic partnership status, veteran status, military status, genetic information, atypical hereditary cellular or blood trait, arrest record, domestic or sexual violence victim status, credit information, or any other characteristic protected by applicable federal, state or local laws.

Interested applicants may email their resume to Nicole Nielsen – SVP, Chief Human Resources Officer at nnielsen@williampenn.bank.

Qualified candidates will be subject to a background check and pre-employment drug test.