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Financial Services, Branch Manager

Location:
Upper Southampton Township, PA, 18966
Salary:
70,000
Posted:
January 04, 2024

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Resume:

STANLEY H. STAUFFER, JR., FPC

**** ******* ****

Southampton, PA 18966

215-***-**** (H)

215-***-**** (C)

ad2f0f@r.postjobfree.com

SUMMARY: Experienced accountant and banker, with detail-oriented background in a variety of accounting and banking functions, seeking a supporting role with advancement opportunities. Background in financial services, high-tech manufacturing environment and banking. Proven strengths in PC skills, problem-resolutions and team abilities. Areas of expertise include:

Bank Reporting

SEC Reporting (10Q and 10K)

FDIC Reporting

Expense Analysis

Account Reconciliations

Operational Duties (back office)

Accounts Payables, Receivables

Month End Closings

Cash Flow Analysis

Forecasting

Payroll

Branch Operation

PROFESSIONAL

EXPERIENCE:

ACCUPAY Payroll, Inc, Hatboro, PA (2008 - Present)

Accounting Coordinator

Various duties include reconciling accounts, managing clients’ accounts that obtained an insufficient fund status, managing clients’ accounts that were returned for account management, assisting with the weekly, monthly, semi-monthly, quarterly, and annual filing of taxes, setting up G/L processing for Quickbook downloads for clients. Assisting with the FAS70 audit. Reviewing and finalizing client’s payrolls for delivery. Attending CPA seminars in a sales related role.

selected accomplishments:

Earned the status of FPC (Fundamentals of Payroll Certificate).

HOME DEPOT, Willow Grove, PA (2017 - Present)

Appliance Sales Specialist

Duties include, but not limited to, assisting customers with major appliance purchases, researching stock availability, scheduling deliveries, re-stocking shelves, movement of store inventory, identifying and filling online orders.

FULTON BANK (Premier Division), Doylestown, PA (2002 - 2007)

Assistant Branch Manager – Doylestown Branch (2006 - 2007)

Branch Manager – Bensalem Branch (2005 - 2006)

Assistant Branch Manager – Abington Branch (2003- 2005)

Various duties included overseeing Customer Service Representatives and tellers, processing customer requests, opening and closing accounts, selling bank products and services, processing loan applications, calling potential customers, overseeing branch operations, preparing the budget, preparing and executing quarterly and annual plans, processing and administering personnel reviews, preparing work schedules, and travelling to businesses to sell the bank.

STANLEY H. STAUFFER, JR., FPC

Page Two

selected accomplishments:

Graduated from the Lower Bucks County Chamber of Commerce Leadership program. This assisted in my understanding of various leadership opportunities throughout the Bucks County area. It also provided me with the opportunity to connect with the various leaders throughout Bucks County.

Assisted in the development and implementation of the “Landlord/Tenant account” process for the entire Fulton network.

Staff Accountant – Operations Department, Southampton (2002-2003)

Prepared daily account reconciliations. Processed Accounts Payable from coding invoices to mailing the checks and posting. Reconciled the teller’s work for each branch. Processed the Treasury, Tax and Loan payments. Processed the Return Checks. Processed information requests. Filed all account reconciliations, accounts payables and teller work. Processed incoming and outgoing wires.

PROGRESS BANK, Norristown, PA (2000 – 2001)

Senior Staff Accountant

Prepared daily Balance Sheet. Prepared and analyzed FR2900 (Reserve Requirement) weekly. Prepared various monthly, quarterly (10Q) and annual financial reports (10K, SEC and FDIC filings). Provided a month-to-month analysis on Non-Interest Expenses. Prepared various account reconciliations. Worked with intercompany relationships. Processed journal entries as needed.

MOTOROLA BROADBAND COMMUNICATIONS SECTOR

(formerly General Instrument), Horsham, PA (1998-2000)

Accounts Payable, Plant Coordinator

Worked closely with internal and external customers to resolve problems and issues related to the input of purchasing, receiving and invoice information. Assisted in various support functions such as check preparation and vendor maintenance.

selected accomplishments:

Assisted in the development and implementation of the “Return” process for the Dallas location.

Assisted in developing a foundation by which the A/P process could move into a paperless process.

Temporary Assignment with General Instrument Corp, Horsham, PA (1998)

Input and analyzed actual and forecasted numbers for the cash flow spreadsheet. Worked closely with the A/R Manager to maintain accuracy. Collected, summarized, and processed various A/R reports for the Credit Representatives. Reconciled delinquent accounts. Reviewed A/P checks for accuracy. Special assignments as requested. Resulted in offer of full-time employment.

ADVANTA CORPORATION, Horsham, PA (1987-1998)

Staff Accountant (1990-1998)

Collected, summarized, analyzed, and processed information for internal and external bank reporting (which included SEC and FDIC reporting, 10Q and 10K reporting, and management reports). Maintained system reports. Reconciled various asset and liability accounts. Prepared journal entries. Provided analysis on expense accounts.

STANLEY H. STAUFFER, JR., FPC

Page Three

selected accomplishments:

Implemented connections between selected data files and PC spreadsheets to manage time and files more efficiently.

Developed and maintained a credit card delinquency spreadsheet for use by other analysts to determine the reserve adequacy.

Converted files to the upgraded Lotus 1-2-3 software. Reconverted files to Microsoft Excel after software was purchased.

Accounts Payable Clerk (1987-1990)

Reviewed and processed invoices for payment. Prepared and mailed checks. Utilized spreadsheets to create and maintain monthly information. Maintained system reports.

selected accomplishments:

Served as acting supervisor when supervisor was on vacation or out on leave.

COMPUTER SKILLS:

Operating Systems:

Windows 95, Windows NT, Windows XP, Windows 7, Windows 10

Oracle

Software:

Microsoft Office 97, 2000, 2013

CBS Inquiry

ImageSoft Technologies

On-Base

People Soft Financial

Impromptu

Hyperion

Lotus 123

Call Reporter III

IPS Sendero

BiSYS

Intracheck

Client Workstation

FiSERV based (FAST Sales, Laser PRO, LiNX, etc.)

Millenium (Payroll)

SQL

EDUCATION:

Pursuing CPP (Certified Payroll Processor) Certification

Pursuing Bachelor Degree in Accounting, Temple University

Associate in General Studies, Montgomery County Community College, Blue Bell, PA (1982)

Accounting/Music, Grace College, Winona Lake, IN (1978-1980)

CONTINUING EDUCATION:

Accounting Training, Moncite, Ardsley, PA (1983)

OTHER INTERESTS:

APA member, Church orchestra director, Cub Scout den assistant, Assistant Scoutmaster, Co-Chair on various Home and School Association activities, Treasurer - MJM (Christian motorcycle team).



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