- Proves competencies in bank operations by:
- Completion of the Sales Platform training as assigned by Consumer Bank Training
- Demonstration of product knowledge, sales aptitude and service expectations in a successful manner.
- Execution of the expectations outlined in the Branch Playbook.
- Profiles customers to determine and recommend appropriate S&T loan and deposit products.
- Utilizes all sales tools as provided to enhance the customer experience and sales conversation. Example tools but not limited are: LoanFit, Solutions Guide, etc.
- Completes FOR-LIFE Sales process and customer focused conversation with each customer, document notes in FOR LIFE guides.
- 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 a combination of FOR LIFE skills, product knowledge, and knowledge of policies and procedures to suggest additional bank services such as other loan accounts, deposit services, and insurance products. Makes referrals to the Mortgage, Wealth Management, Financial Services, Business Banking, Elavon, Elan, Private Banking. Evergreen, Deluxe, etc.
- Follows up on loans and deposit accounts opened and corrects deficiencies or document exceptions.
- Utilize the Sales & Service guide to complete Tableau campaign calls on new and existing customers to generate new business as outlined in the Branch Playbook.
- Complete "Meet the Manager" expectations as part of onboarding new customers to S&T Bank.
- May assist branch management in coaching staff regarding FOR-LIFE Sales expectations.
- Maintains a good working relationship with bank employees in other departments and business lines. 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 branch and in turn, the organization.
- Requires S.A.F.E. Act certification. 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.
- Performs other duties as assigned, and as necessary to support the successful operation of the branch.
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Personal Banker - Exton, United States - S and T Bank
Description
Lionville: 891 Pottstown Pike, Exton, PA 19341Work Days and Expected Hours:
Monday - Thursday: 8:30AM - 5:00PM
Friday: 8:30AM - 6:00PM
(Must be flexible around branch hours)
Function: Profiles customers to determine financial services needs and refers customers to other Line of Business when appropriate. Opens loan and deposit accounts. Responsible for achieving individual goals including loan and deposit production and other sales goals as assigned by Retail Leadership Team and / or Branch Manager.
Duties and Responsibilities:
Operates a keypad device: 70% of the day; operates electronic equipment: 10% of the day; operates office equipment: 10% of the day. Standing is required 2 hours per day in a straight position. Sitting is required 5 hours per day in a leaning position. Routinely lifts up to 10 lbs., 2 times per day. Maximum lift is 20 lbs., one time per day. Must be able to occasionally lift and/or move up to 50 lbs. Use of manual dexterity skills for typing and data entry up to 40% of the business day. Specific vision requirements include close vision of 18"-20" for computer work. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education
Requires a high school diploma or equivalent, plus specialized training or a two-year degree.
Experience
Two to five years general experience required and specialized preferred.
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. 41 CFR c)
Salary Range:
$ $28.85
