Small Business Advisor

S&T Bank • Cuyahoga Falls, OH • 10h ago

Primary Location:
800 Philadelphia Street
Indiana, PA 15701
Additional Locations:
30 Towne Center Drive
Leechburg, PA 15656
1100 Logan Boulevard
Altoona, PA 16602
3345 Market Street
Camp Hill, PA 17011
410 Main Street
Clarion, PA 16214
203 Front Street
Cuyahoga Falls, OH 44221
4 Brandywine Ave
Downingtown, PA 19335
7660 Saltsburg Road
Pittsburgh, PA 15239
737 Main Street
Portage, PA 15946
6306 Forbes Ave
Pittsburgh, PA 15217
2 North Church Street
West Chester, PA 19380
Hours:
Monday - Friday: 8AM-5PM
(Additional hours as necessary to meet the objectives of the department)
Function: Responsible for executing a focused understanding of small business customer needs and building deep relationships with small business customers, providing consistent communication and call preparation with small business customers and recommending tailored solutions to meet the needs achieve the goals of small business banking customers. Be self-motivated with a good understanding of business banking solutions such as credit, deposit, cash management and other services, continually develop skills to independently assess and determine product solutions to help customers and be agile to thrive in a fast-paced team environment.
Duties and Responsibilities:
Executes proactive and reactive sales and service support to both business customers and branch partners by demonstrating product knowledge and strong customer service skills.
Maintains a working knowledge of all business products including deposit, loan, treasury management products and products offered by partners, aka. Elan and Elavon
Manages customer requests for new products, updates, and maintenance of existing account documentation.
Partners with branch managers, business bankers, TMXpress team, etc. to execute the best sales strategy and offer the best products based on customer need.
Owns the business customer experience by:
Delivering documents to the corresponding processing area(s).
Acting as primary point of contact with customer to resolve discrepancies related to documentation or authorization of customer requests.
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.
Completes pre-call planning by leveraging sales tools and resources and systems, such as nCino.
Proactively performs discovery calls with customers and prospects to further understand their needs and be able to make appropriate recommendations for business solutions.
Independently think and analyze customer business, their needs and goals to determine which products best meet their financial circumstances.
Solutions will include a wide range of products and services and leverage our partnership for merchant services (Elavon) and credit card services (Elan).
Owns a small business portfolio and consistently looks for ways to growth existing customer relationship and onboard new customers.
Utilizes nCino and other systems, workflows daily for call reporting and sales tracking.
Attends periodic educational opportunities inside and outside S&T Bank to stay up to date on regulations/rules.
Performs other duties as assigned, and as necessary to support the successful operation of the department.
Education:
Requires a four-year college degree or equivalent. Major or area of specialization: Finance/Accounting, marketing, communications or related.
Experience:
Requires five to ten years general business experience with two to five years specialized direct management and s

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