Small Business Advisor

Posted 7 Days Ago
Be an Early Applicant
12 Locations
In-Office
55K-149K Annually
Senior level
Fintech • Software • Financial Services
The Role
Responsible for building relationships with small business customers, providing banking solutions, and managing sales strategies for business products.
Summary Generated by Built In

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 small business client experience required.

Physical Demands:

Operates a keypad device: 70-80%. Operates electronic equipment: 80-90%. Travels: 30% of the week. Occasional travel for trainings and customer visits. Requires the 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.

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:

$55,000.00 - $149,000.00

Top Skills

Ncino
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The Company
HQ: Indiana, PA
898 Employees
Year Founded: 1902

What We Do

S&T Bank was founded in 1902 as Savings and Trust Company of Indiana with a single location in Indiana, Pa. S&T provides a full range of financial services to families and businesses throughout Pennsylvania and Ohio. S&T Bank, MEMBER FDIC

Our mission is to build relationships with our customers based on mutual confidence, trust, and performance. We believe in establishing partnerships with a focus on longevity through strong customer service.

Please take a moment to learn more about our products and services online at www.stbank.com. For more information about our available programs and tools, please visit us online at:

• Our website: www.stbank.com
• Our official Facebook community: https://www.facebook.com/OfficialSTBank/
• Our official YouTube channel: www.youtube.com/stbankmarketing
• Our official Instagram channel: https://www.instagram.com/stbankofficial/

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