Personal Banker

S&T Bank•Pittsburgh, PA

26d•Onsite

About The Position

The Personal Banker profiles customers to identify their financial service needs, recommends appropriate loan and deposit products, opens accounts, and refers customers to other lines of business when appropriate. The role is responsible for individual loan, deposit, and other sales goals assigned by Branch Management, while contributing to branch sales and service standards. The Personal Banker completes assigned Sales Platform training, demonstrates product knowledge and service expectations, follows the Branch Playbook, and becomes CARE certified within six months of hire. The role uses sales tools and customer-focused conversations to support the customer experience, documents interactions for future reference, processes loan applications and related documents, and opens deposit accounts and prepares account documentation. It also follows up on accounts, resolves document deficiencies, and conducts proposed campaign calls to generate business. The position works with customers and colleagues across the branch and other business lines, may assist management with coaching staff on the S&T Sales process, and supports branch operations as needed. NLMS requirements and applicable S.A.F.E. Act registration and annual maintenance are required for duties involving mortgage loan origination. The role is based at 1077 Freeport Rd, Pittsburgh, PA 15238. Hours are Monday through Thursday, 8:30 a.m. to 4:00 p.m., and Friday, 8:30 a.m. to 5:00 p.m.; flexibility around branch hours is required. The stated salary range is $21.00–$41.06.

Requirements

High school diploma or equivalent, plus specialized training or a two-year degree.
Two to five years of general experience required; specialized experience preferred.
CARE certification within six months of hire.
Demonstrated product knowledge, sales aptitude, and ability to meet service expectations.
Strong interpersonal skills and the ability to work independently and as a team player.
Ability to meet applicable NLMS and S.A.F.E. Act registration and annual maintenance requirements when performing duties of a Mortgage Loan Originator.
Flexibility around branch hours.
Ability to use keypad, electronic, and office equipment; type and enter data; and meet the listed standing, sitting, lifting, and close-vision demands. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Nice To Haves

Specialized experience.

Responsibilities

Profile customers to determine their financial services needs and recommend appropriate loan and deposit products.
Refer customers to other lines of business and financial partners when appropriate.
Open loan and deposit accounts and achieve individual loan, deposit, and other sales goals assigned by Branch Management.
Complete assigned Sales Platform training, demonstrate product knowledge and sales aptitude, meet service expectations, follow the Branch Playbook, and become CARE certified within six months of hire.
Use sales tools, complete customer-focused sales conversations, and document notes in the appropriate system for future banker interactions.
Enter loan applications using appropriate loan origination system software and coordinate loan document preparation.
Prepare new deposit account materials, including signature cards, certificates of deposit, and other deposit documents.
Suggest additional bank services, including loan accounts, deposit services, and insurance products, based on customer needs and knowledge of products, policies, and procedures.
Make referrals to Mortgage, Wealth Management, Financial Services, Business Banking, Elavon, Elan, Private Banking, Evergreen, Deluxe, and other listed partners.
Contribute to branch goals and sales and service standards and demonstrate professional sales and service behaviors aligned with the bank’s purpose, values, and core drivers.
Follow up on loans and deposit accounts and correct deficiencies or document exceptions in a timely manner.
Use the Sales & Service guide to complete proposed campaign calls to new and existing customers to generate business as outlined in the Branch Playbook.
Assist branch management, as needed, with coaching staff on the S&T Sales process and expectations.
Maintain working relationships with employees in other departments and business lines, and work independently and collaboratively as part of the branch team.
Complete NLMS requirements for S.A.F.E. Act certification and obtain and maintain required registration when performing duties of a Mortgage Loan Originator.
Perform other duties as assigned to support successful branch operations.