Client Services & Banking Specialist

S&T Bank; Cuyahoga Falls, Northern (OH, KY); Hybrid; USD 24,000 - 54,000; Full time

Job summary

S&T Bank in Ohio is seeking a Branch Associate to profile customers, assess financial needs, and refer them to appropriate lines of business. The role opens loan and deposit accounts, processes documentation, and supports branch sales goals.

Ideal candidates have 2–5 years in banking, strong product knowledge, and a customer-focused approach. Requires flexibility with branch hours and proficiency with LOS systems.

Qualifications

• Requires a high school diploma or equivalent, plus specialized training or a two-year degree.
• Successful completion of PB requirements.
• Two to five years of general and specialized experience preferred.

Responsibilities

• Profiles customers to determine financial services needs and refers customers to other lines of business.
• Opens loan and deposit accounts and completes loan documentation.
• Performs outbound follow-up calls on loans and deposits and maintains accurate records.

Skills

Sales aptitude

Customer service

Product knowledge

Interpersonal skills

Education

High school diploma

Two-year degree

Tools

LOS software

LoanFit

Job description

S&T Bank in Ohio is seeking a Branch Associate to profile customers, assess financial needs, and refer them to appropriate lines of business. The role opens loan and deposit accounts, processes documentation, and supports branch sales goals.

Ideal candidates have 2–5 years in banking, strong product knowledge, and a customer-focused approach. Requires flexibility with branch hours and proficiency with LOS systems.