Relationship Manager I
Company: S&T Bank
Posted on: June 12, 2021
Main Office: 800 Philadelphia Street, Indiana PA 15701
Work Days and Expected Hours:
Monday - Friday: 8:00 AM - 5:00 PM
(Additional hours as necessary to meet the objectives of the
Function: The incumbent has relationship and administrative
management responsibility for assigned fiduciary and/or investment
management accounts including but not limited to trusts,
guardianships, estates, employee benefit plans and investment
management accounts. In addition, the incumbent is responsible for
customer servicing, account retention and business development. The
incumbent may have supervisory responsibility for one or more
Duties and Responsibilities:
- Administers professional services on assigned fiduciary and
investment management accounts. Professional services include
investment management, liquidity and risk management, tax planning,
inheritance and estate planning, and financial planning.
- Ensures compliance with all banking and fiduciary regulations,
bank policies and procedures and departmental policies and
- Oversees client profitability.
- Meets with clients and prospects to explain the available
services. Maintain calling protocols and record all contact
information on the contact management system and departmental
- Pursue business development through expanded relationships with
existing clients and new relationships with prospects. Also pursue
business development through centers of influence (primarily
attorneys and accountants) in the market area.
- Cross-sell or refers non-WM business to appropriate business
units of S&T Bank. Develops and shares industry expertise.
- Participates as active member of assigned committees including
but not limited to Fiduciary Committee, Trust Administrative
Committee, Trust Investment Committee and Trust Operations
- Participates regularly in community and business activities to
enhance the image and position of the WMS, leading to potential
- Maintains a broad product knowledge base of all WM products and
high-quality service standards for current client base to maximize
relationship retention and growth.
- Maintains broad and working knowledge of trust accounting and
financial planning software.
- Maintains a good working relationship with all bank employees.
Demonstrates strong interpersonal skills, as well as, motivated to
work as a team player to contribute to the success of the
department and the organization.
- Performs other related duties as assigned.
Operates a keypad device: 30% of the day; operates office
equipment: 10% of the day; travels: 10% of the day. The primary
parts of the body involved in performing these tasks are the
fingers, thumbs, hands, wrists, elbows, legs, lower and upper torso
and feet. Bending and twisting is required 2 times per minute which
is moderate in speed. Standing is required 40 times per day in a
straight position. Sitting is required 6 hours per day in a
straight and leaning position. Walking is required 30 minutes per
day which is moderate in speed. Routinely lifts 2 lbs., 20 times
per day, maximum lift is 10 lbs., one time per day. Performs daily
tasks with the use of manual dexterity skills for typing up to 40%
of the business day. Must be able to focus visually at a close
distance of 18"-20" for a period of up to 40% of the business day
for computer work, peripheral and distance vision for travel.
Reasonable accommodations may be made to enable individuals with
disabilities to perform duties.
Keywords: S&T Bank, Pittsburgh , Relationship Manager I, Other , Indiana, Pennsylvania
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