Initiates contacts for developing and closing brokerage services accounts by calling on existing bank customers identified through the internal referral program. During the course of these customer meetings, the Financial Planner will need to explain the bank's brokerage services, discussing the advantages of proper planning, and obtaining the appropriate amount of inform

Determines whether information submitted for underwriting meets bank policy and procedures as well as regulatory requirements for commercial credit applications. Researches and accurately interprets commercial loan documentation, agreements, leases, contracts, and other technical documentation of a legal nature. Identifies the documentation necessary to complete a loan do

Provides an independent analysis of credit quality, credit administration management, processes and controls of lending and credit risk management functions, corporate management and lending unit management. May perform the responsibilities of a Team Leader during all Credit Risk Reviews and Process Reviews. These responsibilities include but are not limited to planning,

Liaison between Commercial Banker and Credit Administration facilitating modifications, renewals and extensions within designated relationships. Perform annual risk rating reviews for client relationships within the assigned loan portfolio. Annual credit facility reviews for audit accountability. Conduct Treasury Management Exposure Reviews Routine clearing of financial s

Maintains current in depth knowledge of federal and state laws and regulations related to data privacy consumer protection.Responsible for possessing a thorough knowledge of S&T's Consumer Compliance Program, policies, procedures and processes.As appropriate within the organization, communicates issues related to business operations, regulatory developments, emerging issu

Completion of Frontline & Platform Training program as assigned by Consumer Bank training. Uses a combination of Computer Inquiry Systems, FOR LIFE sales skills, product knowledge, and knowledge of policies and procedures to successfully operate a customer service window in an efficient and accurate manner, providing exceptional customer service on a variety of transactio

Proves competencies in bank operations by Completion of the Frontline, Platform Sales & RSS Operational training as assigned by Consumer Bank Training in conjunction with Retail Operations. Demonstration of product knowledge, sales aptitude, and service expectations in a successful manner. Assists in the supervisory responsibility for the efficient and effective operation

Assists in the daily function of the satellite office by providing customer service. Responsible for the processing of all paperwork relating to customer accounts for delivery to main office. Maintains files at satellite office. Provides secretarial and receptionist services to the Financial Advisor, greeting all visitors to the satellite office, including customers, pros