Relationship Banking & Financial Wellness Advisor

1st-Summit-Bank; Creslo (PA); On-site; USD 32,000 - 52,000; Full time

Job summary

1st-Summit-Bank in Sidman, PA is seeking a customer service-driven associate to open new accounts, assist customers, and sell banking solutions. You will build relationships, handle teller transactions, and provide responsive, accurate service while adhering to security procedures.

Strong communication and organizational skills are required; 1–3 years in customer service and sales is preferred. Associates degree is a plus. This role offers growth within a community bank setting.

Qualifications

• High School diploma or GED required; associate degree preferred.
• Minimum 1–3 years in customer service and sales.
• Excellent verbal and written communication skills.

Responsibilities

• Open new accounts on the platform system.
• Complete teller transactions on the processing system.
• Process Cash Advances, Pre-Paid Cards, Check Orders, etc.
• Provide electronic banking solutions and answer customer questions.
• Assist with administrative duties and maintain reports/logs as directed.

Skills

Verbal communication

Written communication

Organizational skills

Basic computer skills

Typing 40 wpm

Results oriented

Numerical skills

Product knowledge

Positive attitude

Multi-tasking

Microsoft Office

Education

High School diploma or GED

Associates Degree preferred

1–3 years in customer service & sales

Job description

1st-Summit-Bank in Sidman, PA is seeking a customer service-driven associate to open new accounts, assist customers, and sell banking solutions. You will build relationships, handle teller transactions, and provide responsive, accurate service while adhering to security procedures.

Strong communication and organizational skills are required; 1–3 years in customer service and sales is preferred. Associates degree is a plus. This role offers growth within a community bank setting.