Relationship Banking & Financial Wellness Advisor

1st-Summit-Bank; Somerset Township (PA); On-site; USD 32,000 - 42,000; Full time

Job summary

1st Summit Bank in Somerset, PA is seeking a customer service oriented individual for a branch role. You will assist customers with accounts, opens, transactions, and provide financial solutions using a CARE approach to build relationships.

Responsibilities include handling daily teller transactions, opening new accounts, cross-selling services, and maintaining accurate records while upholding security procedures and compliance standards. Strong communication and computer skills required.

Qualifications

• Excellent verbal and written communication skills.
• Ability to multi-task and manage priorities effectively.
• Proficient with Microsoft Office Suite and basic computer skills.
• Typing speed around 40 wpm with strong numerical skills.
• High school diploma or GED required.

Responsibilities

• Attracts, advises, and serves customers with in-depth conversations using CARE.
• Opens new accounts and completes teller transactions efficiently.
• Provides prompt service, processes cash advances and card orders.
• Responds to customer requests and builds a pipeline of referrals.
• Maintains security and supports branch goals and reporting duties.

Skills

Communication

Organization

Computer skills

Typing 40 wpm

Multi-tasking

MS Office

Attention to detail

Education

High School diploma or GED

Tools

MS Office

Job description

1st Summit Bank in Somerset, PA is seeking a customer service oriented individual for a branch role. You will assist customers with accounts, opens, transactions, and provide financial solutions using a CARE approach to build relationships.

Responsibilities include handling daily teller transactions, opening new accounts, cross-selling services, and maintaining accurate records while upholding security procedures and compliance standards. Strong communication and computer skills required.