Assistant Branch Manager/Personal Banker

S&T Bank; Exton (PA); Vor Ort; USD 36.438 - 80.850; Vollzeit

Zusammenfassung

S&T Bank in Chester Springs, PA is seeking a Branch Sales & Service professional to profile customers, determine financial needs and refer to other lines of business. You will open loan and deposit accounts, process documents, and work toward loan production and other sales goals while supporting the Branch Manager.

The role emphasizes teamwork, strong customer service, and adherence to bank policies; requires experience and completion of retail training.

Qualifikationen

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

Aufgaben

• Profiles customers to determine financial services needs and refers customers to other Lines of Business when appropriate.
• Opens loan and deposit accounts and processes related documents.
• Achieves individual goals including loan and deposit production and other sales goals as assigned by Retail Leadership Team and / or Branch Manager.
• Provides support to Branch Manager and maintains branch service excellence.
• Performs customer service and sales activities per Branch Playbook.
• Completes NLMS requirements as part of the S.A.F.E. Act certification.
• Follows up with loans and deposit accounts opened and corrects deficiencies or document exceptions.

Kenntnisse

Sales conversations

Customer service

Interpersonal skills

Team player

Branch sales

Ausbildung

High school diploma

Two-year degree

Tools

LOS software

Sales & Service guide

Jobbeschreibung

Location

1030 Pottstown Pike

Chester Springs, PA 19425

Hours

Monday - Thursday 8:30 am - 5:00 pm

Friday 8:30 am - 6:00 pm

Saturday 9:00 am - 12:00 pm

(Must be flexible around branch hours)

Function

Profiles customers to determine financial services needs and refers customers to other Lines 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. Provides support to Branch Manager.

Duties and Responsibilities

Proves competencies in bank operations by:

• Completion of the Frontline, Platform Sales & RSS Operational training as assigned by Consumer Bank Training in conjunction with Retail Operations.
• Demonstration of product knowledge, sales aptitude, and service expectations in a successful manner.
• Assists in the supervisory responsibility for the efficient and effective operation of the branch customer service function by performing the following duties:
  • Creating a working environment focused on exceptional service and sales efforts.
  • Coach staff regarding the S&T sales expectations and achieving assigned goals.
  • Completion of Bank's leader classes (STELLAR) as assigned by Employee Services.
  • Completion of Leadership courses as scheduled by Consumer Bank Training.
• Focuses on execution of S&T sales conversations, note-taking in appropriate systems while profiling customers to determine and recommend appropriate S&T loan and deposit products.
• Utilizes the 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 the customers 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 a combination of the S&T sales 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 line of business as needed.
• Follows up on loans and deposit accounts opened and corrects deficiencies or document exceptions.
• Utilize the Sales & Service guide to complete outbound campaign calls on new and existing customers to generate new business as outlined in the Branch Playbook.
• Works with customers on loan inquiries, take loan applications; utilize decision power applications as customers' needs dictate.
• Contributes to Branch goals and sales and service standards as outlined in branch playbook and detailed by Branch Management.
• Executes professional sales and service behaviors in alignment with Bank's Our Shared Future purpose, five 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 to contribute to the success of the branch and in turn, the organization.
• Completes NLMS requirements as part of the 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.

Education

Requires a high school diploma or equivalent, plus specialized training or a two-year degree. Successful completion of PB requirements.

Experience

Five to ten years of general business experience, one to two years of supervisory experience preferred. Successful completion of the retail training program required.

Physical Demands

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.

Salary Range

$36,438.00 - $80,850.00

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities