Assistant Branch Manager​/Personal Banker

Work Location

4599 Cemetery Road

Hilliard, OH 43026

Monday - Friday 9:00 am - 4:00 pm (Must be flexible around branch hours)

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. Provides support to Branch Manager.

• 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 of the branch customer service function by performing the following duties:
  • Creating a working environment focused on exceptional service and sales efforts.
  • Coach staff regarding the S&T sales expectations and achieving assigned goals.
  • Completion of Bank's leader classes (STELLAR) as assigned by Employee Services.
  • Completion of Leadership courses as scheduled by Consumer Bank Training.
• Focuses on execution of S&T sales conversations, note‑taking in appropriate systems while profiling customers to determine and recommend appropriate S&T loan and deposit products.
• Utilizes the appropriate customer service/correspondence software to streamline and improve efficiency while conducting interviews with customers to determine financial needs. Follows up with customers by suggesting solutions that met the customers stated and unstated needs.
• 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.
• Uses a combination of the 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 line of business as needed.
• Follows up on loans and deposit accounts opened and corrects deficiencies or document exceptions.
• Utilize the Sales & Service guide to complete outbound campaign calls on new and existing customers to generate new business as outlined in the Branch Playbook.
• Works with customers on loan inquiries, takes loan applications; utilizes decision‑making applications as customers' needs dictate.
• 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.
• Performs other duties as assigned, and as necessary to support the successful operation of the branch.

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

Five to ten years of general business experience, one to two years of supervisory experience preferred. Successful completion of the retail training program required.

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 for 2 hours per day in a straight position. Sitting is required for 5 hours per day…