Relationship Banking & Wealth Advisor

1ST SUMMIT BANK; Greensburg (Westmoreland County); On-site; USD 35,000 - 45,000; Full time

Job summary

1ST SUMMIT BANK is seeking a dedicated individual for a customer service role focused on delivering exceptional service to existing and prospective customers. The candidate will engage in in-depth conversations to help customers achieve financial wellness and will be responsible for various transactions at the bank.

The ideal applicant should possess strong communication skills, a positive attitude, and a focus on results. A high school diploma is required, with a preference for candidates holding an associate's degree.

Qualifications

• Minimum of 1-3 years of customer service and sales experience.
• Ability to lift up to 25 pounds.
• Ability to focus and maintain mental alertness.

Responsibilities

• Attracts, advises, and serves customers to achieve financial wellness.
• Provides extraordinary service and develops customer calling lists.
• Processes a wide array of transactions and maintains customer accounts.

Skills

Excellent verbal and written communication skills

Exceptional organizational skills

Basic computer skills and digital awareness

Manual dexterity and numerical skills

Typing 40 wpm

Positive, enthusiastic attitude

Ability to multi-task

Education

High School diploma or GED

Associates Degree preferred

Tools

Microsoft Office Suite

Job description

1ST SUMMIT BANK is seeking a dedicated individual for a customer service role focused on delivering exceptional service to existing and prospective customers. The candidate will engage in in-depth conversations to help customers achieve financial wellness and will be responsible for various transactions at the bank.

The ideal applicant should possess strong communication skills, a positive attitude, and a focus on results. A high school diploma is required, with a preference for candidates holding an associate's degree.