Relationship Banking Specialist

1ST SUMMIT BANK; Westmont (IL); On-site; USD 32,000 - 42,000; Full time

Job summary

1ST SUMMIT BANK in Westmont, PA is seeking an energetic banking professional to attract, advise, and serve customers, using the CARE model to promote financial wellness. This role emphasizes exceptional service, a robust referral pipeline, and accurate processing of transactions.

Responsibilities include opening accounts, processing transactions, and maintaining knowledge of wealth management and electronic banking options.

Qualifications

• Excellent verbal and written communication skills.
• Strong organizational abilities and attention to detail.
• Basic computer skills and digital awareness.
• Typing 40 wpm.
• Results oriented with numerical ability.
• Knowledge of all bank products and services.
• Positive, enthusiastic attitude and ability to multi-task.
• Proficient in Microsoft Office Suite.

Responsibilities

• Attracts, advises, and serves customers to promote financial wellness.
• Provides prompt, accurate customer service and maintains a referral pipeline.
• Opens new accounts and processes transactions.
• Handles cash-related duties and teller processing.
• Maintains knowledge of products and services to meet customer needs.
• Completes IQ Lead calls daily to retain and grow business.

Skills

Verbal communication

Written communication

Organization

Basic computer skills

Typing 40 wpm

Results oriented

Numerical skills

Product knowledge

Positive attitude

Multi-tasking

MS Office proficiency

Education

High School diploma or GED

Associates Degree preferred

Job description

Westmont
1560 Menoher Blvd
Johnstown, PA 15905, USA

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.

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.

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.