Assistant Branch Manager/Personal Banker

About the role

This role is located at 701 East Pittsburgh St. Greensburg, PA 15601. The schedule is Monday - Friday 8:30 am - 6:00 pm, and Saturday 9:00 am - 12:00 pm (flexible around branch hours).

Responsibilities

• Profiles customers to determine financial services needs and refers customers to other Lines of Business when appropriate.
• Opens loan and deposit accounts.
• Achieves individual goals including loan and deposit production and other sales goals as assigned by Retail Leadership Team and / or Branch Manager.
• Supports the Branch Manager.

Requirements

• Completion of the Frontline, Platform Sales & RSS Operational training as assigned by Consumer Bank Training in conjunction with Retail Operations.
• Demonstrates product knowledge, sales aptitude, and service expectations in a successful manner.
• Assists in the supervision of the branch customer service function.
• Completes Bank’s leader classes (STELLAR) as assigned by Employee Services.
• Completes Leadership courses as scheduled by Consumer Bank Training.
• Focuses on executing S&T sales conversations, note-taking in appropriate systems while profiling customers to determine and recommend appropriate S&T loan and deposit products.
• Uses 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.
• Makes referrals to line of business as needed.
• Follows up on loans and deposit accounts opened and corrects deficiencies or document exceptions.
• Utilizes 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 inquires, takes loan applications; utilizes 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.

Qualifications

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

Skills

• Completion of the Frontline, Platform Sales & RSS Operational training as assigned by Consumer Bank Training in conjunction with Retail Operations.
• Demonstrates product knowledge, sales aptitude, and service expectations in a successful manner.
• Completes Bank’s leader classes (STELLAR) as assigned by Employee Services.
• Completes Leadership courses as scheduled by Consumer Bank Training.
• Completes the necessary training for mortgage loan originator certification.

Benefits

N/A

Pay

$36,438.00 - $80,850.00

Schedule

Monday - Friday 8:30 am - 6:00 pm, Saturday 9:00 am - 12:00 pm (flexible around branch hours)