POSITIONS CURRENTLY AVAILABLE

Bryn Mawr Trust
Job Opportunities
March 13, 2015


RETAIL BANKING

Service Manager – Full Time Positions – Willowdale • Newtown Square

The Service Manager is responsible for managing branch activities including building client relationships, sales, exceptional service, office operations, workflow, staff management and general administration. Service Managers will spend 85% of their time within the branch servicing new and existing clients to deepen relationships.

Candidates for this position will be considered qualified if they have three to five years of banking, sales and customer service experience, have excellent customer service skills and a strong service orientation, and have experience supervising a team or staff.

To apply click here:

https://home2.eease.adp.com/recruit/?id=16345652

Bank Teller – Part Time Position – Branch TBD

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.

To apply click here:

https://home2.eease.adp.com/recruit/?id=11799812

Branch Manager – Branch TBD

The Branch Manager’s primary responsibilities are to manage the sales, service and operational goals and results of their assigned branch. Must be open to working flexible hours and willing to travel to other branches from time to time. The manager is responsible for the coaching and development of the sales and service processes within the retail bank, the achievement of results, ensuring all bank and audit policies and procedures are followed and communicated throughout the branch, managing the branch budget, provide exceptional customer service, developing new business for the branch and supporting additional and special projects as needed.

Qualified candidates have a minimum of five (5) years of banking experience and at least three (3) years of supervisory experience in a high paced, customer facing environment. Candidates must have excellent listening and problem solving skills, a proven track record for sales results, excellent motivational skills and a proven ability to develop quality relationships with co-workers and customers. Prior retail banking experience strongly preferred. Strong computer skills with banking systems and also the Microsoft Office suite (Word, Excel, and Power Point) are also required.

To apply click here:

https://home2.eease.adp.com/recruit/?id=11799812

Universal Banker – Floater

The Universal Banker-Floater is responsible for providing unparalleled sales, service and operations in the Branch and through outreach to customers. The Universal Banker will provide multiple support roles to the Retail Branches including new account openings and Teller. When acting in the Teller capacity, responsibilities include operating a teller station accurately while promoting the bank's delivery channels and products. This position requires floating to any branch assigned, daily or as required by the needs of the business.

Qualified candidates must possess an Associate’s Degree or equivalent work experience and have previous customer service experience. Retail sales experience is desirable. This position requires the incumbent to have outstanding relationship building skills along with superior written and verbal communication skills. The ability to resolve customer problems in a concise and professional manner is also required.

To apply click here:

https://home2.eease.adp.com/recruit/?id=13406692

RETAIL BRANCH ADMINISTRATION

Branch Administration Retail Training Coordinator

The Training Coordinator is responsible for the design, coordination, delivery and evaluation of training for Retail Banking. May also provide training support to other departments in need of similar training.

The Successful candidate will have at least 3 - 5 years' experience in retail banking, excellent presentation and communication skills, training design and delivery experience is preferred, superior computer skills including proficiency with Microsoft Outlook, Word, Excel and Power Point required, ability to work independently and also as part of a team are essential and ability to multi task and meet tight deadlines in a fast paced environment required.

To apply click here:

https://home2.eease.adp.com/recruit/?id=16095012

LOAN ADMINISTRATION

Commercial Loan Operations

The Commercial Loan Operations Administrator will be responsible for establishing all new commercial/construction and small business loans including lines, participations, syndications, tax free, construction budgets, letters of credit, etc. to the bank's core system CBS. Additionally the job will entail processing loan advances, perform system maintenance, providing support to investor reporting and business analysts, initiating payments affecting loans and assisting the department manager in projects, testing of the core system and indexing of loan documents.

Qualifications for this position include an Associate's degree in finance or equivalent experience, at least 3 years' experience in a commercial loan operations department, knowledge of regulatory requirements and Participation/Swaps, Investor and SBA loans. Also required are strong interpersonal communications skills, as well as, excellent verbal and written communication and computer skills.

To apply click here:

https://home2.eease.adp.com/recruit/?id=14844202

CREDIT ADMINISTRATION

SBA Portfolio Manager

This position underwrites and administers loans/files under the various government programs and is a resource for all other lenders when dealing with guaranteed loans. Use your working knowledge of SBA programs, policies and procedures as well as bank policies and procedures in order to underwrite the majority of Small Business Administration (SBA) and other Government Guaranteed (GG) loan requests and avoid losses to the Bank.

Qualifications for this position include a bachelor's degree in Business Administration, Accounting, Finance, or related field and seven to fifteen years of relevant government lending experience and traditional banking experience. Must have working knowledge of applicable federal regulations, including knowledge of the Bank's Anti-Money Laundering Compliance Program and related procedures. Also required are strong interpersonal communications skills, as well as, excellent verbal and written communication and computer skills.

To apply click here:

https://home2.eease.adp.com/recruit/?id=13903232

RETAIL CREDIT CENTER

Secondary Market Lock Desk Specialist – Bryn Mawr

Responsibilities of the Secondary Market Lock Desk Specialist are maintaining secondary market risk management procedures including loan officer lock policy and procedures, evaluating current methods for managing risks and making changes, and updating policies and procedures as they relate to secondary market.

Qualifications for this position are a four-year college degree in Finance or Accounting; five years of experience in mortgage lending business; ability to read and interpret regulatory requirements and changes, and strong written and verbal communication skills.

To apply click here:

https://home2.eease.adp.com/recruit/?id=16345592

Quality Assurance Analyst – Bryn Mawr

The Quality Assurance analyst is responsible for performing quality assurance reviews related to Residential Mortgage, Small Business and Consumer Loans processed, underwritten, closed and post closed by the Retail Credit Center. This person works closely with the Retail Credit Center Manager to insure processes and procedures are accurately documented and comply with all regulatory requirements and Bank policy and procedure to reduce risk and avoid loss.

Candidates for this position should have a two year college degree or equivalent experience, be able to read and interpret policy, regulatory requirements and changes, have strong communication skills and be analytical with good attention to detail.

To apply click here:

https://home2.eease.adp.com/recruit/?id=16345632

Operations Manager – Bryn Mawr

The Operations Manager for Retail Credit Center is responsible for managing and directing the daily underwriting activities for the Retail Credit Center to include loan processing, closing and post-closing activities related to Residential Mortgage, Small Business and Consumer loan products. As part of the Retail Credit Center leadership team, this person is required to effectively utilize resources, improve processes and provide leadership.

Candidates for this position must have a Bachelor's degree in Business Administration, Accounting, Finance, or related field; a minimum of eight years of relevant operations experience in a financial institution, preferably in mortgage banking and consumer credit; CHUM and LAPP Certification desired; strong background in Retail Lending and knowledge related to regulatory and lending policies and practices; experience working with various Loan Origination systems and excellent interpersonal skills to develop and maintain effective working relationships with all levels of management, lenders, attorneys, appraisal and environmental firms and bank service partners.

To apply click here:

https://home2.eease.adp.com/recruit/?id=16345592

Mortgage Processor

This position is responsible for supporting the mortgage originators with the processing and closing of conventional and FHA loans.

Responsibilities of the position include: entering mortgage loan applications in the loan origination system, ordering appraisals and title reports with outside vendors, generating initial disclosures compliant with RESPA guidelines, delivering loans to secondary market investors, assisting with post-closing follow-up, and other duties as directed by the department manager.

To apply click here:

https://home2.eease.adp.com/recruit/?id=14786432

Underwriting Manager – Bryn Mawr

The Underwriting Manager for Retail Credit Center is responsible for managing and directing the daily underwriting activities for Residential Mortgage, Small Business and Consumer loan products. The Underwriting Manager will provide credit decisions and recommendations for complex cases and ensure efficient delivery of products and services to internal and external clients. As part of the Retail Credit Center leadership team, this person is responsible to effectively utilize resources, improve processes and provide leadership.

Successful candidates for this position will have a bachelor's degree in Business Administration, Accounting, Finance, or related field or related work experience; a minimum of eight years of relevant underwriting experience in a financial institution, preferably in mortgage banking;, DE and LAPP Certification preferred; strong background in the Retail Credit industry and knowledge related to regulatory and lending policies and practices; experience working with various Loan Origination systems and excellent interpersonal skills to develop and maintain effective working relationships with all levels of management, lenders, attorneys, appraisal and environmental firms and bank service partners.

To apply click here:

https://home2.eease.adp.com/recruit/?id=16345612

WEALTH MANAGEMENT GROUP

Investment Advisor

The Investment Advisor is responsible for developing client solutions for high-net worth individuals and institutions. The individual has knowledge of investment services used to maximize and/or create client relationships. The individual handles complex and sophisticated planning situations for affluent customers. Specific responsibilities will include: Working with or in support of a Senior Investment Adviser(s) is responsible for the delivery of high quality investment management and client services to nurture long term client relationships. Working with clients to thoroughly assess their needs and objectives. Conducting ongoing and proactive communication with client and reassessment of the client's goals and needs. Responsible for oversight of client investments. Completes the annual investment review (Reg 9) to help ensure compliance with Company policies. Participates in achievement of annual corporate goals and strategic plan.

The successful candidate will have earned a Bachelor's degree, have 5-7 years of experience managing investment portfolios comprised of individual securities and/or managed products and solutions and be familiar with field concepts, practices and procedures. Knowledge of specialized computer software tools is required. CFA or intent to pursue is preferred.



Fiduciary Attorney

Through oversight of all fiduciary personnel and documentation within the Wealth Management Division, ensures that BMT and BMT-DE: (1) have minimal exposure to legal liability; (2) comply with all applicable fiduciary, federal and state regulatory and tax laws; (3) has the tools to make sound business decisions as to new accounts and new ventures; and (4) provides exceptional service to its clients. Provides direct guidance on legal matters to WMD staff primarily relating to fiduciary matters, but also to overall account, client and investment concerns.

Qualified candidates should possess a JD and a minimum of ten years of estates and trusts or fiduciary compliance experience.

To apply click here:

https://home2.eease.adp.com/recruit/?id=16095302

Senior Portfolio Manager - Devon

The Senior Portfolio Manager is responsible for developing client solutions for high-net worth individuals and institutions. The Successful candidate will have an advanced knowledge of investment services used to maximize and/or create client relationships. The officer handles complex and sophisticated planning situations for customers and works with clients to thoroughly assess their needs and objectives. Additionally, the Officer is responsible for oversight of client investments, in keeping with the IPS, and using an approved list of stocks and funds designed to meet the client's objectives.

This position requires A Bachelor's degree, with a CFA or advanced degree in Finance preferred. In addition the candidate should possess a minimum of 10 years of experience directly managing client portfolios, a strong understanding of financial needs and objectives for portfolio management. The ability to successfully communicate with subject-matter experts in tax, fiduciary and research areas is critical.



CSA – Asset Management

This position is responsible for providing high level service delivery to trust and agency clients, Wealth Advisors, Investment Officers, intermediaries and other qualified referral sources and distribution channels. Position entails internal and external (client) communications, including participation in select client meetings; knowledge, understanding and application of fiduciary and investment principles; knowledge of securities processing and clearing; knowledge of trust & accounting systems; knowledge of investment systems (APX and Investor's View specifically) and technology to support recordkeeping and payment history (SunGard); and interface with Trust Operations Service Partners.

Qualified candidates must have a high school diploma, however a 4-year college degree in business administration, finance or a business related major is preferred. Other qualifications include a basic knowledge of investment markets or trust administration; 3 to 5 years of experience in administrative client service is also preferred. Proficiency in Microsoft Word and Excel are a must as is basic numeracy. Experience with a trust accounting and/or investment system is preferred. Must be able to juggle priorities, be organized and have an adjustable social style.

To apply click here:

https://home2.eease.adp.com/recruit/?id=16403552

Wealth/Trust Advisor III

This position is responsible for maintaining the ongoing relationships with clients and managing the delivery of wealth management services to the client. Utilizes broad-based fiduciary knowledge, experience, and bank resources to identify opportunities for relationship enhancement.

Qualified candidates should possess a college degree and at least 10 years of experience in a trust department of a bank or with a financial service company or law firm. Seeking solid background in Trust and Estates and relevant administrative and tax law knowledge, strong leadership and customer service skills. Strong written and verbal skills and ability to handle and deliver difficult client and management messages with tact and firmness.

To apply click here:

https://home2.eease.adp.com/recruit/?id=16095072

FACILITIES

Facilities Assistant

The Facilities Assistant is responsible for providing upkeep and maintenance of all bank properties. . The Facilities Assistant will support tasks including: painting, plumbing, custodial tasks, room set ups and tear downs, departmental moves, etc. The Facilities assistant will support the Facilities foreman with documentation, correspondence and the timely completion of all assigned work orders. Responsible for following all safety policies and procedures and performing general maintenance in a cost effective and efficient manner.

The successful candidate will possess a High School Diploma or GED equivalent and have a minimum of one (1) year of facilities maintenance experience. Candidates must have excellent communication and customer service skills and have the ability to multi-task and meet strict deadlines. Good computer skills and the ability to utilize the Microsoft Office tools are needed.

To apply click here:

https://home2.eease.adp.com/recruit/?id=14227672

Facilities Manager

Is responsible for maintaining the Bank's buildings/grounds in a state of operating excellence so they do not present any problems or interruptions to the services provided by the Bank and its employees.

Instructs janitorial/landscape vendors verbally or in writing in building and grounds on routine preventive maintenance activities. Monitor incoming building maintenance work orders. Schedule routine and special need maintenance and repairs with Facilities Assistant and outside vendors. Assists with maintaining seasonal grounds work (snow removal, lawn, landscaping etc.). Cleans and preserves designated spaces, equipment, etc. in the buildings. Conducts weekly building/property inspections. Troubleshoots maintenance problems and performs maintenance as required. Assists Facilities Maintenance/Operations Manager in scheduling and assigning tasks/extra time for Facilities staff.

To apply click here:

https://home2.eease.adp.com/recruit/?id=14843962

PCPB - INSURANCE

Commercial Lines Customer Service Representative

The Commercial Lines CSR position is responsible for service and review of small commercial lines accounts, issuing of insurance certificates, online rating of commercial accounts, backup receptionist and assisting Account Managers with the servicing of mid-size and large commercial accounts.

The successful candidate will possess a Pennsylvania Property and Casualty License, a minimum of 3 years commercial insurance experience, ability to work with Agency Management System (TAM software), proficient with Microsoft Office products and excellent communication skills.

To apply click here:

https://home2.eease.adp.com/recruit/?id=15569282

MARKETING

Digital Marketing Manager

The Head of Digital Marketing is responsible for developing strategies and marketing programs for in branch and off line, internet, mobile, and notebook platforms for all current and future lines of business. Oversees digital marketing with a focus on customer service and acquisition along with media placement and optimization. Develops marketing strategies and programs to achieve business objectives. Typically reports directly report to the Director of Marketing and serves as key subject matter expert on the Leadership Team.

This position is also responsible for developing and implementing strategic vision for digital marketing, including content development, content management, infrastructure development, agency partnerships, measurement and optimization. Additionally, develop the roadmap for execution and implementation. The successful candidate will possess at least 3 to 5 years of product management experience at a financial institution is required. Must have excellent skills with Excel, Word and Power Point. Familiarity with InDesign would be helpful. Excellent attention to detail, well organized and self-motivated. Superior communication skills required both verbal and written.

Seeking a candidate with 15+ years of functional/professional experience with at least 7 years digital marketing experience in the most recent years and a thorough knowledge and understanding of banking and wealth management products, including regulatory requirements, competitive market and operations. Should possess strong technical product management, marketing, and development experience. Leadership skills with the ability to mobilize key partners and collaborate as well be a strategic thinker who is action oriented. Must also be organized and analytical with the ability to make decisions, solve problems and manage projects.

To apply click here:

https://home2.eease.adp.com/recruit/?id=16345502

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.

Interested Candidates should forward a resume, along with the title of the position you are applying for, no later than, the posting closing date as identified above, for consideration to: humanresources@bmtc.com