Hybrid Relationship Manager II

Posted 2 days ago

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About the role

  • Relationship Manager II at S&T Bank managing fiduciary and investment accounts involving client servicing and business development. Ensures compliance and oversees client profitability across multiple locations in Pennsylvania.

Responsibilities

  • Administers professional services on assigned fiduciary and investment management accounts.
  • Ensures compliance with all banking and fiduciary regulations, bank policies and procedures and departmental policies and procedures.
  • Oversees client profitability.
  • Meets with clients and prospects to explain the available services.
  • Pursue business development through expanded relationships with existing clients and new relationships with prospects.
  • Cross-sell or refers non-WM business to appropriate business units of S&T Bank.
  • 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.

Requirements

  • Requires a four-year college degree or equivalent
  • Attainment of or progress towards attainment of industry certifications (e.g. CTFA, CFP, ChFC, etc.) and/or advance degree (e.g. MBA, JD, etc.) preferred
  • Two to five years specialized experience, specifically trust administration.

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development

Job title

Relationship Manager II

Job type

Experience level

JuniorMid level

Salary

$55,000 - $156,450 per year

Degree requirement

Bachelor's Degree

Location requirements

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