Customer-Centric Banking Advisor

1ST SUMMIT BANK; Westmont (IL); On-site; USD 32,000 - 42,000; Full time

Job summary

1ST SUMMIT BANK in Westmont, PA is seeking an energetic banking professional to attract, advise, and serve customers, using the CARE model to promote financial wellness. This role emphasizes exceptional service, a robust referral pipeline, and accurate processing of transactions.

Responsibilities include opening accounts, processing transactions, and maintaining knowledge of wealth management and electronic banking options.

Qualifications

• Excellent verbal and written communication skills.
• Strong organizational abilities and attention to detail.
• Basic computer skills and digital awareness.
• Typing 40 wpm.
• Results oriented with numerical ability.
• Knowledge of all bank products and services.
• Positive, enthusiastic attitude and ability to multi-task.
• Proficient in Microsoft Office Suite.

Responsibilities

• Attracts, advises, and serves customers to promote financial wellness.
• Provides prompt, accurate customer service and maintains a referral pipeline.
• Opens new accounts and processes transactions.
• Handles cash-related duties and teller processing.
• Maintains knowledge of products and services to meet customer needs.
• Completes IQ Lead calls daily to retain and grow business.

Skills

Verbal communication

Written communication

Organization

Basic computer skills

Typing 40 wpm

Results oriented

Numerical skills

Product knowledge

Positive attitude

Multi-tasking

MS Office proficiency

Education

High School diploma or GED

Associates Degree preferred

Job description

1ST SUMMIT BANK in Westmont, PA is seeking an energetic banking professional to attract, advise, and serve customers, using the CARE model to promote financial wellness. This role emphasizes exceptional service, a robust referral pipeline, and accurate processing of transactions.

Responsibilities include opening accounts, processing transactions, and maintaining knowledge of wealth management and electronic banking options.