Customer Banking Advisor - Loans & Deposits

S&T Bank; Penn Hills (Allegheny County); On-site; USD 28,000 - 54,000; Full time

Job summary

S&T Bank is seeking a Branch Sales Associate to profile customers, identify financial services needs, and refer them to appropriate line-of-business partners. The role opens loan and deposit accounts and processes loan applications using LOS software.

As part of the branch team, you will execute the Sales process, maintain notes for future interactions, and contribute to branch goals and service standards per the Branch Playbook.

Qualifications

• Two to five years general experience required.
• Requires a high school diploma or equivalent, plus specialized training or a two-year degree.

Responsibilities

• Profiles customers to determine financial services needs and referrals to other lines of business.
• Opens loan and deposit accounts and processes loan applications using LOS software.
• Executes the Sales process and maintains accurate notes for future interactions.
• Supports branch goals and sales/service standards per the Branch Playbook.

Skills

Sales experience

Customer service

Bank operations

CARE certified

Education

High school diploma or equivalent

Two-year degree

Tools

LOS software

Job description

S&T Bank is seeking a Branch Sales Associate to profile customers, identify financial services needs, and refer them to appropriate line-of-business partners. The role opens loan and deposit accounts and processes loan applications using LOS software.

As part of the branch team, you will execute the Sales process, maintain notes for future interactions, and contribute to branch goals and service standards per the Branch Playbook.