Relationship Banking Specialist

1st Summit Bank; Portage (Cambria County); On-site; USD 30,000 - 40,000; Full time

Job summary

1st Summit Bank in Portage seeks a Customer Service Representative to attract, advise, and support customers in achieving financial wellness. This role requires excellent communication skills, a high school diploma or GED, and 1 to 3 years of customer service experience.

You will engage with customers, manage transactions, and provide exceptional service while focusing on the bank's community goals. This entry-level position offers opportunities for growth within the financial services sector.

Qualifications

• Minimum 1 to 3 years in customer service and sales experience.
• Typing speed of 40 words per minute.
• Ability to concentrate and maintain focus under task demands.

Responsibilities

• Attract and advise customers by ensuring financial wellness.
• Provide extraordinary customer service and manage transactions.
• Assist with administration and report completion as required.

Skills

Excellent verbal and written communication skills

Exceptional organizational skills

Basic computer skills

Proficient with Microsoft Office Suite

Ability to multi-task

Education

High School diploma or GED

Associates Degree preferred

Job description

Essential Functions

Attracts, advises, and serves existing and prospective customers by:

• With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness.
• Provide extraordinary service to customers resulting in a full pipeline of referral opportunities.
• Provide direct and immediate response to customer requests or needs.
• Develop a top customer calling list.
• Complete High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success.
• Listen, assess, and solve customer problems.
• Complete IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business.

Develops and maintains a broad knowledge of products and services to appropriately support customer needs.

Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs:

• Wealth Management
• Electronic Banking
• Loan

Provides prompt, accurate, and efficient customer service by processing a wide array of transactions:

• Opens new accounts on the platform system.
• Completes transactions on the teller processing system.
• Processes Cash Advances, Pre-Paid Cards, Check Orders, etc.

Proficient In Electronic Banking

• Provide solutions to our customers’ needs.
• Answer our customers’ technical questions.

Duties

Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers’ needs and deadlines. Duties can involve all the following:

• Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor.
• Preparing correspondence, filing, phone inquiries and other clerical duties.
• Contact overdraft and delinquent customers.
• Complete file maintenance on customer accounts.
• Requisition office supplies, loan documents, new account supplies, Money Orders, Treasurer’s Checks, Pre-Paid Cards, etc.
• Maintain Scanner and ATM.
• Balance Vault, Cash Advance Machine, and ATM daily.
• Transfers cash to and from the vault.
• Performs check cashing overrides when the PBO/Supervisor is not available;
• Open and close the branch in the absence of the PBO/Supervisor.

Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information.

Participates in meeting Community Banking Department's long- and short-term goals and objectives:

• Attends and participates in annual meetings to develop departmental goals and objectives.
• Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives.

Daily 5 Minute Meetings; Weekly Relationship Building Conference Calls; Weekly Branch Based Sales Meetings; Monthly Employee Relations Meetings.

Performs other duties as assigned or directed.

Required Skills/Abilities

• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Basic computer skills and digital awareness.
• Typing 40 wpm.
• Must be results oriented.
• Manual dexterity and numerical skills.
• Knowledge of all products and services and all office functions.
• A positive, enthusiastic attitude.
• Ability to multi-task.
• Proficient with Microsoft Office Suite or related software.

Supervisory Responsibility

• This position does not supervise employees.

Education and Experience

• High School diploma or GED.
• Associates Degree preferred.
• Minimum One (1) to Three (3) years in customer service and sales experience.

Physical Requirements

• Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.
• Ability to lift up to 25 pounds (i.e., heavy boxes or coin).
• Ability to communicate in person, through email or via telephone with customers and staff members.
• Ability to sit or stand for an extended period.
• Specific vision abilities required by this job may include close vision and the ability to adjust focus.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.