Private Banker at S&T Bank

Posted in Admin - Clerical 2 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Pittsburgh, Pennsylvania





Job Description:

McCandless Crossing:  9100 Covenant Avenue, Pittsburgh, PA 15237

Function:   Performs business development activities for High Net-Worth Segment of the bank, focusing on Loans “specifically consumer loans” and security and secured loans, Deposit and Assets Under Management (AUM). Business loan opportunities that are uncovered will be referred to the proper commercial channel.  Work with clients to meet their financial goals and objectives.  Proactively advise and consult with clients, explaining the types of financial services available, educating them about investment, deposit and lending options and potential risks and recommending products and services to meet their goals and objectives.

Duties and Responsibilities:  


  • Business Development: Identify potential High Net-Worth prospects by working with Commercial, Retail and Wealth teams as well as Center of Influence.

    • Sales/client experience in Private Banking or Wealth Management.

    • Ability to understand the financial markets and their impact on clients.

    • Strong understanding of banking, lending and investment products.




  • Develop and Execute on Lead Generation to mine opportunities in the High Net-Worth Segment.

    • Experience in understanding the financial needs of High Net-Worth clients.

    • Understanding of credit for High Net-Worth individuals.




  • Coordinate Concierge Service for High Net-Worth Clients by handling all of their financial needs regardless of size and complexity by working with multiple business lines.

    • Flexible schedule to meet at client’s convenience.

    • Excellent business development and marketing skills.




  • Monitor the performance of client accounts, to ensure that the accounts are meeting the client needs and objectives.

    • Ability to meet deadlines and manage client expectations.




  • Work with platinum bankers to assure proper account “fit” and account set up with bank operations.

  • Coordinate meetings to uncover a Clients investment, risk and banking goals and objectives and recommending products and services from multi business lines.

  • Work with various business lines to open and monitor products and services for the High Net-Worth Segment.

  • Maintain a positive working relationship with bank employees in other departments. Strong interpersonal skills with the ability to work independently, as well as a team player to contribute to the success of retail, commercial and wealth and the overall organization.

  • Ability to engage and gain access to High Net-Worth social and business settings.

  • Assumes additional duties as required.

Physical Demands

Operates a keypad device:  20% of the day; operates electronic equipment:  5% of the day; operates office equipment:  10% of the day.  The primary arts of the body involved in performing these tasks are the fingers, thumb, hands, wrists and elbows.  Sitting is required 30% of the day; walking is required 20% of the day. Must be able to occasionally lift and/or move up to 30 lbs. Requires travel for Business Development and training up to 50% of the time. 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 and travel 40% of the business day.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Experience


Required


  • 10 year(s): Requires ten years of general business experience and five to ten years of Private Banking or Wealth Management experience. Credit, underwriting, sales and demonstrated leadership experience preferred.

Education


Required


  • Bachelors or better in Finance

  • Bachelors or better in Accounting

  • Bachelors or better in Business Administration

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)

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