Relationship Administrator II

S&T Bank•Greensburg, PA

49d•$16 - $32•Onsite

About The Position

Perform all routine administrative functions to provide efficient and courteous client service. Use knowledge of trust, investment, loan and deposit products when assisting clients. Coordinate with other department members to ensure that all client objectives are satisfied. Identify opportunities for the development of additional business.

Requirements

Requires a high school diploma or equivalent, plus specialized training or a two-year business degree.
Two to five years general and specialized experience.
Employee should be well trained in this position, understanding all areas of Wealth Management.
Working/meeting with client, doing presentation ideas to improve position, stepping into RM role when needed.
Being professional, loyal employee, using good judgment.

Responsibilities

Assumes responsibility for all the routine matters, including clerical support, typing memos, letters, filing, etc.
Use current knowledge of trust, investment and deposit products and procedures to ensure accurate handling of administrative responsibilities and professional communications with clients and addresses matters that are more complex.
Analyzes customer questions, requests and problems and provide appropriate responses and solutions to clients for routine issues. Solves issues/questions requiring highly technical interpretation, or consults with a more senior level individual for guidance on problem resolution.
Coordinates with all areas of Wealth Management and other departments to ensure client services are provided, in accordance with product guidelines and operational procedures. Identifies operational issues that may impact customer service.
Identifies opportunities for development for additional business with current clients and other non-investment products and services.
Assumes certain duties/responsibilities of the Relationship Manager in their absence.
Assist Relationship Manager in the completion of special projects, as required.
Maintains a good working relationship with fellow employees. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department and in turn, the organization.
Continues as required with formal and informal education.
Assumes additional responsibilities as assigned.