Personal Banker

S&T Bank•Greenville, SC
•$21 - $41•Onsite

About The Position

The Personal Banker profiles customers to determine their financial services needs, recommends appropriate loan and deposit products, and refers customers to other lines of business when appropriate. The role opens loan and deposit accounts and works toward individual production and sales goals assigned by branch management. The Personal Banker is expected to complete assigned Sales Platform training, demonstrate product knowledge and service behaviors, follow the Branch Playbook, and become CARE certified within six months of hire. The role uses the bank’s sales tools and processes to support customer-focused conversations, documents interaction notes for future use, inputs loan applications, coordinates loan document preparation, and prepares new-deposit-account documents. It also follows up on opened accounts and corrects document deficiencies or exceptions. The Personal Banker contributes to branch sales and service goals, supports campaign calls, may assist branch management with coaching, and maintains effective working relationships across departments and business lines. NLMS requirements and applicable S.A.F.E. Act registration must be completed and maintained when required for Mortgage Loan Originator duties. The position is based at 232 Hampton Ave., Punxsutawney, Pennsylvania. Branch hours are Monday through Friday, 8:30 a.m. to 6:00 p.m., and Saturday, 9:00 a.m. to 12:00 p.m.; flexibility around branch hours is required.

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.
  • Must be flexible around branch hours.
  • Complete CARE certification within six months of hire.
  • For Mortgage Loan Originator duties, provide proof of S.A.F.E. Act registry registration and a unique identifier upon hire or before performing those duties, and maintain registration annually.
  • Ability to meet the stated physical demands, including keypad and computer use, standing, sitting, lifting, and close-vision requirements; reasonable accommodations may be made.

Nice To Haves

  • Specialized experience.

Responsibilities

  • Profile customers to determine and recommend appropriate loan and deposit products.
  • Complete assigned Sales Platform training and demonstrate product knowledge, sales aptitude, and service expectations.
  • Execute the expectations outlined in the Branch Playbook and become CARE certified within six months of hire.
  • Use sales tools to enhance the customer experience and sales conversation.
  • Complete the S&T Sales process and customer-focused conversations; document notes in the appropriate system for future banker interactions.
  • Input loan applications using appropriate loan origination system software and coordinate loan document preparation.
  • Open new deposit accounts and prepare signature cards, certificates of deposit, and other deposit documents.
  • Use CARE skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services and make referrals to other business lines and partners.
  • Contribute to branch goals and sales and service standards as outlined by the Branch Playbook and branch management.
  • Demonstrate professional sales and service behaviors aligned with the bank’s purpose, values, and core drivers.
  • Follow up on loans and deposit accounts opened 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 and generate business as outlined in the Branch Playbook.
  • Assist branch management, as needed, in coaching staff on the S&T Sales process and expectations.
  • Maintain productive working relationships with employees in other departments and business lines, working independently and as a team player.
  • Complete NLMS requirements for S.A.F.E. Act certification and maintain required registration when performing Mortgage Loan Originator duties.
  • Perform other duties as assigned to support successful branch operations.
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