Premier Relationship Banker II

Little Washington: 104 Culbertson Run Road, Downingtown, PA 193

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 include high value customers to determine financial services needs and refers customers to other lines of business when appropriate. Responsible for achieving enhanced individual goals including loan, deposit other Bank products referral generation through higher goal and incentive expectations.

Duties and Responsibilities:

• Possesses exceptional sales knowledge and skills related to all financial services and branch operations.
• Proves competencies in bank operations by:
  • Completion of the Sales platform training as scheduled by Consumer Bank
  • Demonstration of high level of product knowledge, sales aptitude and service expectations in a successful manner.
  • Execution of the sales behaviors and expectations outline in the Branch Playbook
• Profiles customers to determine and recommend appropriate S&T loan, deposit, and other LOB services.
• 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 either produces loan documents or 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 Sales skills, advanced product knowledge, and knowledge of policies and procedures to suggest additional bank services such as other loan accounts, deposit and digital services. Makes referrals to the Business Banking, Financial Services, Wealth Management, and Commercial Lending departments when appropriate.
• Manages assigned book of business (consumer portfolio) as separated on Tableau.
• Proactively reaches out to portfolio customers routinely, to discuss financial goals, needs and solutions to help them achieve goals.
• Utilizes the Sales & Service guide to complete Tableau campaign calls on new and existing customers to generate new business as outlined in the Branch Playbook.
• Completes "Meet the Manager" expectations as part of onboarding new customers to S&T Bank.
• Completes enhanced call campaigns to call on new and existing customers to generate new business with support and reference of calling scripts outlined in the Sales and Service Guide.
• May assist branch management in coaching staff regarding sales processes.
• 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.
• 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.

Physical Demands

Operates a keypad device: 80% of the day; operates electronic equipment: 10% of the day; operates office equipment: 10% of the day. Standing is required one hour per day, sitting is required six hours per day and walking is required one hour per day. Routinely lifts 5 lbs., one time per day, maximum lift is 20 lbs., one time per day. Must be able to occasionally lift and/or move up to 10 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 40% of the business day. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

High School of Academic/General (required)

5 - 10 years: Requires five to ten years of general experience and two to five years of specialized experience specifically with business banking, mortgage sales, wealth management or financial services. Successful completion of the retail training program required. (required)

Natl Mortgage Licnsng Sys (required)