Relationship Banking Advisor - Drive Financial Wellness

Socket.dev; Ebensburg (Cambria County); On-site; USD 30,000 - 42,000; Full time

Job summary

Socket.dev is seeking a customer service–oriented professional to support financial services clients and handle face-to-face and phone interactions. The role involves advising customers, opening accounts, and processing teller transactions in a high-volume environment.

Candidates should have strong communication, organizational skills, and a detail-oriented mindset. Experience with Microsoft Office and basic computing is required for daily operations.

Qualifications

• High School diploma or GED required.
• Associates Degree preferred.
• 1–3 years in customer service and sales experience.

Responsibilities

• Advise and serve customers to help achieve financial wellness.
• Maintain a full pipeline of referral opportunities.
• Open new accounts and complete teller transactions.
• Process cash advances, pre-paid cards, check orders, etc.
• Provide prompt, accurate customer service and respond to requests.
• Balance vault, cash handling, and ATM operations.

Skills

Verbal communication

Written communication

Organization

Attention to detail

Basic computer skills

Typing 40 wpm

Multitasking

Microsoft Office

Education

High School diploma or GED

Associates Degree preferred

Tools

Microsoft Office Suite

Job description

Socket.dev is seeking a customer service–oriented professional to support financial services clients and handle face-to-face and phone interactions. The role involves advising customers, opening accounts, and processing teller transactions in a high-volume environment.

Candidates should have strong communication, organizational skills, and a detail-oriented mindset. Experience with Microsoft Office and basic computing is required for daily operations.