Personal Banking & Financial Wellness Advisor

1ST SUMMIT BANK; Altoona (PA); On-site; USD 30,000 - 45,000; Full time

Job summary

A regional financial institution is seeking a Customer Service Representative in Altoona, PA, to provide excellent service to existing and potential customers. You will assist with account opening, transactions, and provide solutions through collaboration with internal teams. Ideal candidates should have a high school diploma or GED, strong communication skills, and prior customer service experience. This position offers the opportunity to work in a supportive environment with a focus on financial wellness and team participation.

Qualifications

• Excellent verbal and written communication skills are essential.
• Organizational skills and attention to detail are a must.
• Basic computer skills and typing ability of at least 40 wpm required.

Responsibilities

• Attracts, advises, and serves existing and prospective customers.
• Provides extraordinary customer service and responds to requests.
• Collaborates with internal business partners for financial solutions.

Skills

Excellent verbal and written communication skills

Organizational skills

Attention to detail

Basic computer skills

Typing 40 wpm

Results oriented

Manual dexterity

Numerical skills

Positive attitude

Ability to multi-task

Proficient with Microsoft Office Suite

Education

High School diploma or GED

Associates Degree preferred

1-3 years in customer service and sales experience

Job description

A regional financial institution is seeking a Customer Service Representative in Altoona, PA, to provide excellent service to existing and potential customers. You will assist with account opening, transactions, and provide solutions through collaboration with internal teams. Ideal candidates should have a high school diploma or GED, strong communication skills, and prior customer service experience. This position offers the opportunity to work in a supportive environment with a focus on financial wellness and team participation.