Company
Banking
PersonalBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Personal Banker. Skills: Sales, Client acquisition, Revenue generation. Develop and implement sales strategies. Identify and pursue new business opportunities”
What You'll Achieve.
Meet or exceed sales quotas; Increase client portfolio value; Enhance client satisfaction
Industry & Context.
Client needs analysis
What They're Looking For.
Must Have
5+ years of experience in sales, Bachelor's degree or equivalent experience
Nice to Have
Experience in the financial services industry, Master's degree
What You'll Do.
Develop and implement sales strategies
Identify and pursue new business opportunities
Build and maintain strong client relationships
Achieve and exceed sales targets
Provide financial advice and solutions
Process client applications and documentation
Stay updated on market trends and product knowledge
How You'll Work.
Team & Collaboration
Cross-functional teams
Communication Scope
Client presentations; Sales pitches
Full Job Description
_**Location:**_ 3884 US-30 Latrobe, PA 15650 or 100 South Chestnut St. Derry, PA 15627 _**Hours:**_ 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_****:** Responsible for profiling customers to determine financial services needs and referring customers to other Line of Business partners when appropriate. Opens loan and deposit accounts. Responsible for achieving individual goals including loan and deposit production and other sales goals as assigned by Branch management. **_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. * CARE certified within 6 months of hire * 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, sales binder, etc. * Completes the S&T Sales process and customer focused conversation with each customer, document notes in the appropriate system for all bankers view in future interactions. * Inputs loan applications using appropriate 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 CARE 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. * Contributes to Branch goals and sales and service standards as outline
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