Telephone Personal Banker

S&T Bank

28d•$16 - $33•Onsite

About The Position

Responsible for assisting customers with opening loan and deposit accounts over the phone. Refers customers to other business lines when appropriate. Responsible for achieving individual goals including but not limited to loan and deposit production through inbound opportunities and outbound calling production.

Requirements

Requires a high school diploma or equivalent, plus specialized training or a two-year degree.
Two to five years general experience required, and specialized experience preferred.
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, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act.

Responsibilities

Profiles customers to determine and recommend appropriate S&T products or services.
Completes applications and processes consumer loans and assists customers with opening of new deposit accounts.
Uses a combination of referral/sales skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services such as other lending products and deposit services.
Make referrals to the Wealth Management, Mortgage, Commercial Lending, Business Bankers, and Branch Offices when appropriate.
Follows up on loan and deposit accounts opened and corrects deficiencies or document exceptions.
Performs outbound calling efforts for promotions and call campaigns as assigned.
May call on new and existing customers to generate new business.
Contributes to department sales goals by consistently recommending S&T products and services.
Demonstrates ability to work independently while remaining highly motivated to work as a team player to contribute to the success of the department and in turn, the organization.
Maintains a positive relationship with bank customers as well as good working relationships with other departments and bank employees.
Requires S.A.F.E. Act certification.
Performs other duties as assigned to support the successful operation of the Solution Center Division.
Achieve necessary certification(s).