Client Services Specialist

S&T Bank•Cuyahoga Falls, OH

7d•$18 - $39•Onsite

About The Position

This role involves profiling customers to identify their financial service needs and referring them to other business lines when appropriate. The specialist will open loan and deposit accounts and is responsible for achieving individual sales goals, including loan and deposit production, as assigned by the Retail Leadership Team and/or Branch Manager. The position requires a strong understanding of bank operations, product knowledge, sales aptitude, and customer service expectations.

Requirements

High school diploma or equivalent, plus specialized training or a two-year degree.
Successful completion of PB requirements.
Two to five years general and specialized experience.
Successful completion of the retail training program required.
Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator.
Registration must be maintained annually in accordance with the S.A.F.E. Act.

Nice To Haves

Must be flexible around branch hours.

Responsibilities

Completion of the Frontline, Personal Banker & Teller training Rotation.
Demonstration of product knowledge, sales aptitude, and service expectations.
Achieve satisfactory Branch Operation Assessment Review (OAR).
Utilize sales tools to enhance customer experience and sales conversations.
Profile customers to determine and recommend appropriate S&T loan and deposit products.
Complete the S&T Sales process and customer-focused conversation, documenting notes in the appropriate system.
Prepare loan applications using LOS software and coordinate loan document preparation.
Open new deposit accounts and produce necessary documentation.
Ensure daily branch and general ledger balancing.
Oversee and maintain vault cash levels, coin and currency shipments.
Resolve proof and reconcilement problems.
Operate a customer service window and perform transactions.
Oversee branch reporting requirements.
Suggest additional bank services and make referrals to other lines of business.
Complete outbound follow-up calls on opened accounts and correct deficiencies.
Utilize the Sales & Service guide for outbound campaign calls to generate new business.
Contribute to branch goals and sales and service standards.
Execute professional sales and service behaviors in alignment with the Bank’s purpose, values, and core drivers.
Maintain a good working relationship with bank employees in other departments.
Complete NLMS requirements as part of the S.A.F.E. Act certification.
Become CARE certified within 6 months of hire.
Perform other duties as assigned.