Universal Banker

S&T BankPlum, PA
$18 - $35Onsite

About The Position

Responsible for the delivery of exceptional customer service related to branch operations on the teller line in conjunction with sales and platform duties, including meeting assigned sales goals, in support of Individual and Branch production goals. Shared responsibility of duties is dictated by the business needs of the branch.

Requirements

  • Requires a high school diploma or equivalent.
  • Two to five years general and specialized experience.
  • Successful completion of the retail training program required including CSR and RSA training programs.
  • CARE certified within 6 months of hire.
  • 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

  • Operate a customer service window in an efficient and accurate manner, providing exceptional customer service on a variety of transactions.
  • Identify customers, verify authenticity of the requested transaction, and complete required steps to protect the customer and the bank from fraud.
  • Accept deposits, verify endorsements, and issue receipts.
  • Accept checks or coupons for cashing, identifying customer, verifying endorsements and balances, and/or referring customers to branch management for authorization.
  • Accept savings deposits and withdrawals and performing related duties.
  • Provide additional customer services, including bank money orders and other services.
  • Accept various loan payments or other types of payments.
  • Balance window cash daily.
  • Perform ATM settlement where applicable.
  • Assist in vault balancing, where applicable.
  • Profile customers to determine and recommend appropriate S&T loan and deposit products.
  • Utilize all sales tools as provided to enhance the customer experience and sales conversation.
  • Complete S&T sales process and customer focused conversation with each customer, document notes in appropriate system for all bankers view in future interactions.
  • Successfully develop customer profiles and identifies their banking needs.
  • Close business and performs follow-up calls to ensure customer satisfaction.
  • Build warm but professional relationship with customers to help further define their needs and increase their loyalty to S&T Bank.
  • Demonstrate complete understanding of the S&T sales process and a comprehensive knowledge of S&T policies and procedures to successfully identify add-on selling opportunities and make recommendations to customers based on their needs.
  • Contribute to Branch goals and sales and service standards as outlined in branch playbook and detailed by Branch Management.
  • Execute professional sales and service behaviors in alignment with Bank’s Our Shared Future purpose, five vales and core drivers.
  • Perform follow-up calls to new account customers to determine satisfaction and additional leads.
  • Perform outbound calls as outlined in the branch playbook with reference to sample scripts in the sales and service guide and proposed potential customer lists provided to grow existing customer relationships.
  • Participate in branch sales call campaigns, as needed.
  • Perform data entry and prepares documentation to process new account customers and change existing accounts.
  • Maintain existing accounts; answers questions and solves problems related to customer accounts and handles check orders for new and existing accounts when needed.
  • Perform customer service duties as required, such as taking deposits, cashing checks, and processing withdrawals.
  • Prepare loan applications using LOS software and coordinates loan document preparation.
  • Maintain a good working relationship with bank employees in other departments.
  • Demonstrate 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 branch and in turn, the organization.
  • Complete NMLS requirements as part of the S.A.F.E. Act certification.
  • Assume additional duties as required, such as, but not limited to balancing ATMs, processing deposits, etc.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

1-10 employees

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