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1 Personal Banker Job in Lionville, PA

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S&T Bank
Lionville, PA | Full Time
$78k-100k (estimate)
1 Week Ago
Personal Banker
S&T Bank Lionville, PA
$78k-100k (estimate)
Full Time 1 Week Ago
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S&T Bank is Hiring a Remote Personal Banker

Lionville: 891 Pottstown Pike, Exton, PA 19341 Work Days and Expected Hours: Monday - Thursday: 8:30AM - 5:00PM Friday: 8:30AM - 6:00PM (Must be flexible around branch hours) Function: Profiles customers to determine financial services needs and refers customers to other Line 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. Duties and Responsibilities: Proves competencies in bank operations by: Completion of the Sales Platform training as assigned by Consumer Bank Training Demonstration of product knowledge, sales aptitude and service expectations in a successful manner. Execution of the expectations outlined in the Branch Playbook. Profiles customers to determine and recommend appropriate S&T loan and deposit products. 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 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 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 the Mortgage, Wealth Management, Financial Services, Business Banking, Elavon, Elan, Private Banking. Evergreen, Deluxe, etc. Follows up on loans and deposit accounts opened and corrects deficiencies or document exceptions. Utilize the Sales & Service guide to complete Tableau campaign calls on new and existing customers to generate new business as outlined in the Branch Playbook. Complete “Meet the Manager” expectations as part of onboarding new customers to S&T Bank. May assist branch management in coaching staff regarding FOR-LIFE Sales expectations. Maintains a good working relationship with bank employees in other departments and business lines. 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: 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. Education Requires a high school diploma or equivalent, plus specialized training or a two-year degree. Experience Two to five years general experience required and specialized preferred. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) Salary Range: $16.23 - $28.85 S&T Bank believes in Equal Opportunity for all and is committed to ensuring all individuals, including individuals with disabilities, have an opportunity to apply for those positions that they are interested in and qualify for without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. S&T Bank is also committed to providing reasonable accommodations to qualified individuals so that an individual can perform their job related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact us at 724-465-3745 or HRDept@stbank.com.

Job Summary

JOB TYPE

Full Time

SALARY

$78k-100k (estimate)

POST DATE

05/12/2024

EXPIRATION DATE

07/10/2024

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The job skills required for Personal Banker include Financial Services, Sales Process, Leadership, Product Knowledge, Wealth Management, Coaching, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.

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If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

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Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

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Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

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The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

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At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

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Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

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Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

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Provides knowledge of financing, loans, and personal banking.

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A personal banker may refer his clients to other bank experts.

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Step 3: View the best colleges and universities for Personal Banker.

Florida Southern College
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