Banking Relationship Specialist

1ST SUMMIT BANK; Latrobe; On-site; AUD 49,000 - 75,000; Full time

Job summary

1ST SUMMIT BANK in Latrobe, PA seeks a customer service oriented professional to build lasting financial relationships with customers. You will respond to requests promptly, guide customers to appropriate services, and complete banking transactions with accuracy.

Responsibilities include cash handling, deposits, withdrawals, loan payments, and ensuring secure handling of customer information. A High School diploma or GED is required, with 0–2 years of related experience preferred.

Qualifications

• High School diploma or GED required.
• 0-2 years of customer service, retail, cash handling, or other customer service experience preferred.
• Excellent verbal and written communication skills.
• Must be flexible and adaptable to varied work schedules.

Responsibilities

• Builds complete financial relationships with customers by providing prompt, courteous, and personalized service.
• Responds to customers’ requests and ensures proper routing to source/professional.
• Engages in in-depth conversations with customers to identify needs and cross-sell appropriate banking services.
• Executes financial transactions including deposits, withdrawals, loan payments, and other account activities.
• Handles inquiries promptly, processes money orders, checks, and electronic banking transactions.
• Maintains security procedures and protects customer information.

Skills

Verbal communication

Written communication

Customer service

Attention to detail

Multitasking

Microsoft Office

Education

High School diploma or GED

Tools

Microsoft Office Suite

Job description

1ST SUMMIT BANK in Latrobe, PA seeks a customer service oriented professional to build lasting financial relationships with customers. You will respond to requests promptly, guide customers to appropriate services, and complete banking transactions with accuracy.

Responsibilities include cash handling, deposits, withdrawals, loan payments, and ensuring secure handling of customer information. A High School diploma or GED is required, with 0–2 years of related experience preferred.