Bryn Mawr Trust
Job Opportunities
July 14, 2014

Branch Banker

This position is responsible for providing unparalleled sales and service in the new accounts/financial services area and through outbound telephone calls. Other responsibilities include investigating and resolving problems and cross-selling Bank products; ensures and follows all branch operating, audit and compliance procedures, including new account set-up and reporting and; solves operational issues in a timely and efficient manner. At times this individual may also act as a Teller. This position does require working Friday evenings and some Saturdays. Qualifications include proven customer service skills and cash handling experience. Excellent verbal and written communication skills are a must. The ability to work in a sales environment where you promote bank products and services, meet sales goals and do outbound telephone calls. Individual should have basic knowledge of banking products and services.

Location – Paoli Branch

To apply click the below link


Bank Teller – Part Time Positions

Responsibilities of the teller position include operating a teller station accurately and in a timely manner, quality customer service and promoting the bank's image and products. Must be open to working flexible hours and willing to travel to other branch locations from time to time.

Qualified candidates must have cash handling experience in a retail environment, basic computer skills and excellent customer service skills, good verbal communication skills including being comfortable in making outbound sales calls and cross selling skills. Previous teller experience is a plus but not required. Will are willing to train the right candidate.

Location – Bryn Mawr Branch

To apply click the below link


Commercial Credit Analyst

The Bryn Mawr Trust Company, a dynamic and growing community bank, located in suburban Philadelphia has an opportunity for an experienced Commercial Credit Analyst at our headquarters in Bryn Mawr, PA. In this role, you will author concise and thorough credit analyses of current and prospective commercial borrowers to determine their credit worthiness. This is a highly visible position within the Credit Lending team with potential for future advancement.

As a critical step in the credit decision process, you will review and analyze all financial statements, and be able to differentiate recurring /non-recurring income and expenses, CAPEX vs. Operating Expense and cash vs. accrual accounting. You will also be required to analyze and project financial information and formulate accurate cash flow analyses for both CRE and C&I requests. The ability to analyze appraisal reports, rent rolls and construction advance reports is a plus. Occasionally, you will accompany Relationship Managers on customer visits to gain further information. Also, as this is a fast-paced environment, the ability to be flexible and re-prioritize is critical.

The successful candidate will have a Bachelor’s degree in Accounting or Finance, with a minimum of seven years’ analyst experience in commercial credit or commercial real estate credit analysis. Other requirements include; strong financial modeling skills, excellent oral and written communications, thorough knowledge of all MS Office products and experience with commercial lending software suite such as Experian or Credit Quest.

To apply click the below link


Administrative Assistant - Wealth Management Group

The Wealth Management Division is seeking an experience Administrative Assistant to provide day to day administrative support primarily to the Interim Head of Wealth Management. Key job duties include but are not limited to:

  • Process invoices and expenses for approval and payment through Accounts Payable. Follow up with vendors as needed to resolved outstanding issues/questions
  • Answer, screen and transfer phones and manage inquiries of callers.
  • Maintain day to day calendars of Interim Head of Wealth Management as well as the setup and coordination of meetings, interviews and conferences to include the weekly update meetings of Wealth Management Teams
  • Coordinate and schedule training for the Wealth Management Teams to include computer based training, special webinars and fraud awareness training
  • Create and modify documents using Microsoft Word, Excel and Power Point and perform other administrative duties such as photocopying, faxing, mailing, document retrieval and filing
  • Maintain hard and electronic filing system and handles requests for information and data
  • Support Wealth Management Teams as needed under the supervision of the Interim Head of Wealth Management
  • Manage WMD organizational processes such as the quarterly Wealth Management Committee materials and reporting

Qualified candidates must have a High school diploma or equivalent with at least 5 years of experience supporting Officer level executives. Alternatively, a 2 year college degree in business administration. Other qualifications include:

  • Strong computer skills, specifically in use of Microsoft Word, Excel and Power Point
  • Strong written and verbal communication skills
  • Strong commitment to customer service
  • Experience with the financial service industry; trust business experience is helpful
  • Teamwork and flexibility
  • Attention to detail
  • Ability to plan and organize

To apply click the below link


Senior Investment Officer – Hershey – Wealth Management Group

The Senior Investment Officer is responsible for developing client solutions for high-net worth individuals and institutions. The officer has an advanced knowledge of investment services used to maximize and/or create client relationships. The officer handles complex and sophisticated planning situations for affluent customers. Additional responsibilities include:

  • Works with clients to thoroughly assess their needs and objectives
  • Responsible for oversight of client investments
  • Conducts ongoing and proactive communication with client and reassessment of the clients goals and needs Completes the annual investment review (Reg 9)
  • Delivers excellent investment management and client service to nurture long term client relationships.
  • Ensures that all investments within client accounts are managed in accordance with current laws and policies.
  • Uses knowledge of tax and fiduciary law to guide actions and decisions.
  • Proactively communicates with clients and returns all client communications within 24 hours.
  • Participates in achievement of annual corporate goals and strategic plan.

Qualified candidates should possess Bachelor’s Degree; Advanced degree in Finance preferred, 7-10 years of experience directly managing stock and bond portfolios, CFA or intent to pursue, a plus. Additionally, a strong understanding of tax/fiduciary law is required and a thorough understanding of computer operations and software tools including: Microsoft Excel and Word, FactSet, and other specialized software tools is preferred.

To apply click the below link


HR Recruitment Manager and Human Resource Business Partner

The HR Department is seeking an experienced HR Recruitment Manager/Human Resource Business Partner. The successful candidate will report to the SVP & Director of Human Resources and is responsible for sourcing, recruitment and staffing for The Bryn Mawr Trust Company, as well as, providing Business Partner / HR support for assigned client areas.

The HR Recruitment Manager provides strategic HR and people management support, advice, and consultative services to business leaders enabling them to make informed business decisions. The Manager partners with leaders to develop and implement HR strategies, practices, processes and policies and will lead HR processes such as performance management, employee relations, recruiting and talent planning. The HR Manager will act as a primary point of contact for assigned areas on HR services, as well as, ensuring optimal delivery of HR services to a specific business unit.

Qualified candidates should possess a Bachelor’s or advanced degree in Human Resources or related discipline, 6-10 years human resources experience, HRCI Certification preferred. Additionally, the incumbent should be able to demonstrate:

  • Proven track record of influencing leaders and implementing effective HR solutions
  • Successful leadership of moderate to high volume recruiting efforts for a multi-site business
  • Working knowledge of HR laws, regulations and practices
  • Ability to work with confidential information
  • Practical experience managing HR specific projects, implementing systems and defining business requirements
  • Exceptional consultative, problem solving, and follow through skills
  • Strong quantitative skills and the ability to think critically

To apply click the below link


The Bryn Mawr Trust Company and all affiliates shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that The Bryn Mawr Trust Company and all affiliates take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.