Client Services Specialist

Hours:

Monday - Friday 9:00 am - 4:00 pm

(Must be flexible around branch hours)

Function:

Profiles customers to determine financial services needs and refers customers to other Lines 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 Frontline, Personal Banker & Teller training Rotation as assigned by Consumer Bank Training in conjunction with Retail Operations.

  • Demonstration of product knowledge, sales aptitude, and service expectations in a successful manner.

• Has satisfactory Branch Operation Assessment Review (OAR) completed by Retail Operations.

• Utilizes all sales tools as provided to enhance the customer experience and sales conversation. Example tools but not limited are: LoanFit, sales binder, etc.

• Profiles customers to determine and recommend appropriate S&T loan and deposit products.

• Completes the S&T Sales process and customer focused conversation with each customer, document notes in  appropriate system for all bankers view in future interactions.

• 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.

• Ensures operational excellence with:

• Daily branch and general ledger balancing

• Oversight and maintenance of vault cash levels, coin and currency shipments, and related responsibilities.

• Resolves proof and reconcilement problems.

• Operates a customer service window and performs transactions.

• Oversees branch reporting requirements, such as monthly tracking sheets and logs.

• Uses a combination of S&T Sales 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 other lines of businesses and partners as needed for support of customer financial needs and goals.

• Completes outbound follow up calls on all 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.

• 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. 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.

• CARE certified within 6 months of hire.

• Performs other duties as assigned, and as necessary to support the successful operation of the branch.

Education:

Requires a high school diploma or equivalent, plus specialized training or a two-year degree. Successful completion of PB requirements.

Experience:

Two to five years general and specialized experience.  Successful completion of the retail training program required.

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.

Offered rates and salaries may vary based on geographic location, market data and on experience, education, and evidenced position specific skill requirements.

For roles that are incentive eligible, payment is based upon the plan document and company, business, and/or individual performance.

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:

$17.52 - $38.87