Client Relationship Banker

1st-Summit-Bank; City of Johnstown (NY); On-site; USD 34,000 - 45,000; Full time

Job summary

1st-Summit-Bank in New York seeks a customer service professional to build financial relationships with customers, handle daily transactions, and cross-sell bank services. You will respond to inquiries promptly, assist in branch operations, and strive to meet referral goals while maintaining security standards.

Ideal candidates have 1–3 years of cash handling and customer service experience, with strong communication and numerical skills and a professional, courteous demeanor.

Qualifications

• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Basic computer skills and digital awareness.
• Must be results oriented.
• Manual dexterity and numerical skills.
• Knowledge of all products and services and all office functions.
• Must be flexible and adaptable to varied work schedules.
• A positive, enthusiastic attitude.
• The ability to multi-task.
• Proficient with Microsoft Office Suite or related software.
• The ability to operate basic office equipment.

Responsibilities

• Build complete financial relationships with existing and new customers.
• Provide prompt, courteous, and professional service.
• Direct customers to the proper source or professional.
• Cross-sell appropriate bank services.
• Execute financial transactions including deposits and withdrawals.
• Handle and respond to customer inquiries promptly.
• Process various deposits, payments, and financial instruments.
• Maintain confidentiality and security procedures.
• Meet monthly referral goals and support branch growth.
• Assist branch manager in achieving objectives.
• Participate in meetings and follow daily routines.

Skills

Verbal communication

Written communication

Organizational skills

Digital awareness

Result oriented

Numerical skills

Product knowledge

Flexibility

Positive attitude

Multitasking

MS Office

Office equipment

Education

High School diploma

1-3 years customer service & cash handling

Tools

MS Office

Job description

1st-Summit-Bank in New York seeks a customer service professional to build financial relationships with customers, handle daily transactions, and cross-sell bank services. You will respond to inquiries promptly, assist in branch operations, and strive to meet referral goals while maintaining security standards.

Ideal candidates have 1–3 years of cash handling and customer service experience, with strong communication and numerical skills and a professional, courteous demeanor.