At William Penn Bank, we are committed to Community Banking at Heart ❤️
We have been serving the local needs of our communities and customers for over 150 years. As we continue to grow and thrive as a bank, our neighborhood focus remains the same. If you are passionate about your local community and want to join a team of innovative, empowered and enthusiastic people, then you are in the right place.
Whether you bring years of experience to the table or are just getting started at your career in banking, we are happy to bring you on board. With our expert team of banking professionals, we’ll make you feel right at home and help you achieve your career goals. When you succeed, we all do!
Job Openings
William Penn Bank, a growing community bank is looking to hire an Assistant Branch Manager to join our retail team at our branch in Morrisville, PA. This full time Assistant Branch Manager position is an exciting opportunity for an individual who enjoys cross-selling Bank products and services and providing quality customer service to further customer relations. We offer a competitive salary.
Summary
Supervises and coordinates activities of front-line employees engaged in sales and service to build and maintain effective account relationships. Promotes expansion of deposit and lending services by selling and cross selling all Bank products and services while providing quality service and information to customers and prospective customers.
Responsibilities
- Provides direct supervision to assigned Tellers and CSRs and administers the branch in a courteous, efficient and effective manner following established procedures and policies.
- Assigns duties and work schedules to subordinates to ensure efficient functioning of department; maintains good employee relations; keeps staff informed of changes in Bank policy or operating methods; oversees security requirements for the safekeeping of employees and the public while on Bank property; and monitors alarm system. May occasionally operate a teller terminal.
- Sells and cross-sells all Bank products and services while providing quality service and information to customers and prospective customers.
- Greets customers and prospective customers, addressing them by name whenever possible, promotes the expansion of deposit and lending products and services by explaining the benefits and assisting customers in opening accounts and completing applications.
- Pays special attention to customers and prospective customers needs and reactions to identify sales opportunities; assists sales associates in sales promotions and in problem solving with customers, terminals and balancing; resolves customer problems, answers inquiries, explains changes in procedures and provides assistance as needed.
- Seeks out new prospects, both individual and business; actively helps plan and oversees activities of the branch, such as telemarketing and direct solicitation campaigns to develop business; and maintains certain customer contact data for marketing use.
- Participates in all Bank promotions, presents a professional appearance and attitude at all times, and participates actively in community organizations and projects in such a way that reflects favorably on the Bank’s image.
- Controls daily activities of branch operations ensuring efficiency and effectiveness in accordance with established policies and procedures.
- Analyzes and maintains appropriate level of vault cash for daily operations; provides and replenishes cash drawers of sales associates and automatic teller machine; routinely audits teller cash drawer and vault, conducts daily, weekly, monthly and quarterly audits of all management controls and security items; provides daily operational reporting for reconciling, balancing and updating files; and ensures all Bank records are retained as scheduled; oversees regulatory testing.
- May open and close the vault each business day; prepares periodic activity and monthly reports; monitors and maintains monetary log for Bank Secrecy Act; prepares IRS currency transactions reports; keeps informed regarding security and holdup procedures; microfilms items as needed; may operate teller terminal in the absence of sales associates; may serve as notary public; may take care of workstation balancing for loan and deposit side if needed.
- Participates in all Bank promotions, cross-sells products and services and conducts relationships in a manner that will enhance the overall image of the Bank.
- Manages assigned Tellers and CSRs and is responsible for the overall direction, coordination and production, and evaluation of this unit. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws.
- Responsibilities may include interviewing, hiring and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints, resolving problems and attending unemployment hearings to present facts and circumstances regarding dismissals.
Required Education, Experience and Skills
- Requires high school plus some technical, specialized or professional training plus above average verbal and written communication skills. Requires two years of sales and service experience and minimum of 18 months of direct supervision experience.
- Must complete in-house continuing education classes as required or as established in goals annually.
Other Duties
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. A complete job description will be provided upon request. Duties, responsibilities, and activities may change at any time, with or without notice.
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.
William Penn Bank, a growing community bank is looking to hire a Personal Banker to join our retail team at our branch in Mt. Laurel, NJ. This full time Personal Banker position is an exciting opportunity for an individual who enjoys cross-selling Bank products and services and providing quality customer service to further customer relations. Minimum of two years banking experience also required. We offer a competitive salary.
Responsibilities
- Meet and greet customers.
- Open and process new accounts.
- Cross-sell the Bank’s services and products.
- Identify and refer new opportunities to the Manager.
- Research and answer customer inquiries; quote products and rates.
- Assist in answering the telephone and transferring calls to the appropriate personnel.
- Research and verify account information and resolve problems for customers as necessary.
- Opens, Closes and Maintains Safe Deposit Boxes.
- Accepts deposits, verifying cash and endorsements and issues receipts.
- Cashes checks.
- Issues money orders, bank checks.
- Balances transactions at end of day and verifies cash totals.
- May assist Head teller in training, vault maintenance, opening and closing.
- May act as a supervisor in the absence of the Head Teller and/or Assistant Manager.
- Represents 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.
- Adheres to SAFE Act requirements for identification of NMLS unique identifier. Completes required training related to mortgage lending and the SAFE Act.
- 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.
- Other duties assigned by the Manager or Supervisor.
Required Education, Experience and Skills
- High school diploma or equivalent preferred
- Working knowledge of Microsoft Word and Excel
- Knowledge of loan platform and consumer loans 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
- Minimum of two years banking experience
Other Duties
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. A complete job description will be provided upon request. Duties, responsibilities, and activities may change at any time, with or without notice.
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.