Personal Assistant Jobs

About The Position

Requirements

• High school diploma or equivalent, plus specialized training or a two-year degree.
• Successful completion of PB requirements.
• Five to ten years of general business experience.
• One to two years of supervisory experience preferred.
• Successful completion of the retail training program required.
• 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.

Nice To Haves

• One to two years of supervisory experience

Responsibilities

• Profiles customers to determine financial services needs and refers them to other Lines of Business when appropriate.
• Opens loan and deposit accounts.
• Achieves individual goals including loan and deposit production and other sales goals.
• Provides support to the Branch Manager.
• Assists in the supervisory responsibility for the efficient and effective operation of the branch customer service function.
• Creates a working environment focused on exceptional service and sales efforts.
• Coaches staff regarding sales expectations and achieving assigned goals.
• Focuses on execution of sales conversations, note-taking in appropriate systems while profiling customers to determine and recommend appropriate loan and deposit products.
• Utilizes appropriate customer service/correspondence software to streamline and improve efficiency while conducting interviews with customers to determine financial needs.
• Follows up with customers by suggesting solutions that meet their stated and unstated needs.
• Prepares loan applications using LOS software and coordinates loan document preparation.
• Opens new deposit accounts and produces signature cards, certificates of deposit and other deposit documents.
• Uses sales skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services.
• Makes referrals to line of business as needed.
• Follows up on loans and deposit accounts opened and corrects deficiencies or document exceptions.
• Completes outbound campaign calls on new and existing customers to generate new business.
• Works with customers on loan inquiries, takes loan applications; utilizes decision power applications as customers’ needs dictate.
• Contributes to Branch goals and sales and service standards.
• Executes professional sales and service behaviors in alignment with the Bank’s purpose, values, and core drivers.
• Maintains a good working relationship with bank employees in other departments.
• Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player.
• Completes NMLS requirements as part of the S.A.F.E. Act certification.
• Performs other duties as assigned, and as necessary to support the successful operation of the branch.

Benefits

• Offered rates and salaries may vary based on geographic location, market data and on experience, education, and evidenced position specific skill requirements.
• For roles that are incentive eligible, payment is based upon the plan document and company, business, and/or individual performance.
• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
• However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
• S&T Bank believes in Equal Opportunity for all and is committed to ensuring all individuals, including individuals with disabilities, have an opportunity to apply for those positions that they are interested in and qualify for without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic.
• S&T Bank is also committed to providing reasonable accommodations to qualified individuals so that an individual can perform their job related duties.
• If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact us at: Phone: 724.465.4457 Email: [email protected]