Financial Wellness Advisor

1st-Summit-Bank; Cresson (Cambria County); On-site; USD 32,000 - 42,000; Full time

Job summary

1st-Summit-Bank in Cresson, PA is seeking a customer-focused banking professional to engage with customers in person and by phone, advise on financial solutions, and process teller transactions. You will navigate a range of banking duties while maintaining strong security and accuracy in daily tasks.

The role emphasizes high-quality service, ability to multi-task, and collaboration with internal partners to deliver comprehensive financial solutions.

Qualifications

• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Basic computer skills and digital awareness.
• Typing 40 wpm.
• Must be results oriented.
• Manual dexterity and numerical skills.
• Knowledge of all products and services and all office functions.
• A positive, enthusiastic attitude.
• Ability to multi-task.
• Proficient with Microsoft Office Suite or related software.

Responsibilities

• Attracts, advises, and serves existing and prospective customers by engaging in in-depth conversations using the CARE model.
• Develops a broad knowledge of products and services to support customer needs.
• Opens new accounts and processes transactions on teller systems.
• Provides prompt and accurate customer service and handles requests.
• Assists with reports, logs, and clerical duties to meet deadlines.
• Maintains security procedures and safeguards customer information.

Skills

Verbal communication

Written communication

Organizational skills

Typing speed

Customer focus

Multi-tasking

Microsoft Office

Education

High School diploma or GED

Tools

Microsoft Office Suite

Job description

1st-Summit-Bank in Cresson, PA is seeking a customer-focused banking professional to engage with customers in person and by phone, advise on financial solutions, and process teller transactions. You will navigate a range of banking duties while maintaining strong security and accuracy in daily tasks.

The role emphasizes high-quality service, ability to multi-task, and collaboration with internal partners to deliver comprehensive financial solutions.