Relationship Banking Specialist

1st Summit Bank; Portage (Cambria County); On-site; USD 32,000 - 42,000; Full time

Job summary

1st Summit Bank in Portage, PA is seeking a customer-service oriented professional to support daily branch operations and drive financial wellness for customers. You will engage with clients in person and by phone, offer solutions, and handle routine banking tasks with care.

The role emphasizes communication, teamwork, and problem-solving, with opportunities to open new accounts, process transactions, and make product recommendations to enhance customer financial health.

Qualifications

• High school diploma or GED required.
• Associates degree preferred.
• 1–3 years of customer service and sales experience.
• Excellent verbal and written communication.

Responsibilities

• Assist customers with inquiries and processing transactions.
• Open and maintain customer accounts.
• Provide financial wellness guidance using the CARE model.
• Collaborate with teammates to meet branch goals.
• Maintain security and accuracy in all procedures.

Skills

Communication

Customer Service

Sales

Microsoft Office

Multi-tasking

Education

High School diploma or GED

Associates Degree preferred

Tools

Microsoft Office Suite

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.
• Provides direct and immediate response to customer requests or needs.
• Develops a top customer calling list.
• Completes 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.
• Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business.

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.
• Provides direct and immediate response to customer requests or needs.
• Develops a top customer calling list.
• Completes 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.
• Completes 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 To

• 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 Responsiblity

• 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.