S&T Bank

Financial Planning and Analysis

• Ensure timely, courteous handling of customer inquiries over the phone
• Mentor Telephone Financial Consultants (TFCs)
• Assist with operational procedures and training
• Provide accurate product knowledge and service information
• Handle escalated customer service issues
• Recognize customer needs and recommend applicable products and services
• Perform account maintenance on banking systems
• Assist in the sales process and customer relations
• Maintain good working relationships with bank employees

Telephone Financial Consultant – Team Lead

• Assumes responsibility for ensuring all external and internal customer telephone inquiries and research requests are satisfied in a timely, courteous, and professional manner.
• Supports Branch Network to allow focus on In-Branch customers.
• Promptly responding to customer/internal inquiries in a courteous and professional manner.
• Providing customer and internal personnel with accurate product knowledge and service information, as well as operational knowledge that will assist personnel in the successful completion of their duties.
• Providing professional written correspondence to customers when necessary.
• Answers incoming customer service calls to include inquiries regarding deposit and loan accounts.
• Account maintenance requests, including but are not limited to: change of address, check ordering, related/unrelated account transfers, and stop payments.
• Responsible for closing debit cards, ordering new debit cards, raising and lowering debit card limits, adding travel notes, removing fraud exclusion.
• Online banking and mobile banking inquiries.
• Utilizing Financial Intelligence Group standards to detect suspicious callers and activity to combat fraud and minimize bank losses.
• Identifies and addresses customer needs by recommending applicable products and services that may represent a value to the customer.
• Assists the Branch Administration Department by identifying and reporting quality service concerns that may become apparent through customer interactions.
• Makes infrequent outbound telemarketing calls.
• Assists Manager/Solution Center Service with facilitating operational procedures to staff.
• Assists and encourages the sales process within the Solution Center Service.
• Assists in training new departmental employees.
• Demonstrates a strong ability to work independently, as well as motivated to work as a team player.
• May act as shift lead during evening and weekend hours of operation.
• Assumes additional duties as required.

Telephone Financial Consultant

Business Development Rep

• Generate new business by developing ABL relationships
• Maintain professional relationships with current customers
• Promote bank products and services through networking

Business Development Officer

Business Analyst

• Help optimize the mortgage lending process
• Minimize risk and ensure compliance
• Work closely with business stakeholders to understand needs and objectives
• Elicit, document, and analyze business requirements and workflows
• Translate business requirements into clear functional specifications
• Participate in design, development, and maintenance of processes and policies
• Analyze business models to deliver logical conclusions
• Assess company needs and propose solutions
• Reconcile internal GL accounts and report unusual balances
• Act as a corporate liaison with process and control owners

Telephone Financial Consultant – Team Lead

Telephone Financial Consultant

Business Development Officer

Retail Mortgage Business Analyst