Small Business Advisor

S&T Bank

. Execute proactive and reactive sales and service support for business customers and branch partners .

Posted 11/12/2026full-timeUnited StatesMid-LevelSenior💰 $55,000 - $156,450 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing small business portfolios and delivering tailored financial solutions, leveraging knowledge of business products such as loans, treasury management, and merchant services. Proficient in utilizing nCino for sales tracking and reporting while maintaining strong relationships with clients and internal stakeholders.

Highest-signal resume keywords

Small Business Client ExperienceNCino ProficiencyBusiness Product KnowledgeSales Strategy DevelopmentCustomer Needs Assessment

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Product KnowledgeSales TrackingCustomer Relationship ManagementData EntryFinancial Analysis

Soft Skills

CommunicationProblem-SolvingRelationship ManagementCustomer Service

Tools & Technologies

NCinoSales ToolsWorkflow Systems

Industry Keywords

Deposit ServicesLoan ServicesTreasury ManagementMerchant ServicesCredit Card Services

About the role

Key responsibilities & impact

Execute proactive and reactive sales and service support for business customers and branch partners
Maintain working knowledge of business products, including deposit, loan, treasury management, Elavon merchant services, and Elan credit card services
Manage customer requests for new products, updates, and existing account documentation
Partner with branch managers, business bankers, and TMXpress to develop sales strategies and recommend products based on customer needs
Deliver documents to corresponding processing areas
Serve as primary customer contact for resolving documentation or authorization discrepancies
Maintain relationships with bank employees across departments and business lines
Complete pre-call planning using sales tools, resources, and nCino
Conduct discovery calls with customers and prospects to identify needs and recommend business solutions
Manage a small business portfolio, grow existing relationships, and onboard new customers
Use nCino and other systems for daily call reporting and sales tracking
Attend educational opportunities to stay current on regulations and rules
Perform other duties as assigned to support department operations

Requirements

What you’ll need

Requires a four-year college degree or equivalent
Major or area of specialization in Finance/Accounting, marketing, communications or related field
Requires five to ten years general business experience
Requires two to five years specialized direct management and small business client experience
Working knowledge of business products including deposit, loan, treasury management, merchant services, and credit card services
Ability to independently assess customer needs and determine product solutions
Ability to use nCino and other sales, workflow, call reporting, and sales tracking systems
Ability to travel 30% of the week
Manual dexterity for typing and data entry
Close vision of 18”-20” for computer work

Benefits

Comp & perks

Hybrid work arrangement
Monday-Friday 8:00AM-5:00PM schedule
Occasional travel for trainings and customer visits
Reasonable accommodations for individuals with disabilities
Incentive eligibility based on company, business, and/or individual performance