Financial Wellness Relationship Banker

1St Summit Bank

Ebensburg (Cambria County)

On-site

USD 32,000 - 42,000

Full time

11 days ago

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Job summary

1ST SUMMIT BANK in Ebensburg, PA seeks a customer-focused associate to engage customers in person and by phone, opening accounts and handling teller transactions. The role emphasizes financial wellness conversations and strong service, with collaboration across banking products.

Candidates should have a high school diploma or GED and 1–3 years of customer service experience, ideally in banking. The position is on-site at Ebensburg, with comprehensive service duties and security compliance.

Qualifications

  • Excellent verbal and written communication skills required.
  • Strong organizational abilities and attention to detail.
  • Typing speed of 40 words per minute or faster.
  • Proficiency in Microsoft Office Suite and related software.
  • Customer service experience and ability to multi-task.

Responsibilities

  • Advises and serves customers with in-depth conversations using CARE model.
  • Provides prompt, accurate service and maintains customer relationships.
  • Opens new accounts and processes teller transactions on systems.
  • Supports supervision with reports, clerical duties, and documentation.
  • Maintains security procedures and compliance with bank policies.

Skills

Excellent verbal/written communication
Organizational skills
Typing 40 wpm
Microsoft Office Suite
Customer service
Multi-tasking
Digital literacy

Education

High School diploma or GED
Banking/financial services experience

Job description

1ST SUMMIT BANK in Ebensburg, PA seeks a customer-focused associate to engage customers in person and by phone, opening accounts and handling teller transactions. The role emphasizes financial wellness conversations and strong service, with collaboration across banking products.

Candidates should have a high school diploma or GED and 1–3 years of customer service experience, ideally in banking. The position is on-site at Ebensburg, with comprehensive service duties and security compliance.

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