Retail Banking Specialist - Drive Financial Wellness

1ST SUMMIT BANK; Ebensburg (Cambria County); On-site; USD 29,000 - 42,000; Full time

Job summary

1st Summit Bank is hiring for an on-site Retail Banking role in Ebensburg, PA. The position requires excellent customer service, cash handling, and the ability to manage a high-touch service model for financial wellness.

You will engage customers in person and by phone to build relationships and referrals. The role emphasizes accurate transaction processing, knowledge of products, and a proactive approach to problem solving, documentation, and teamwork within the branch.

Qualifications

• High school diploma or GED required.
• 1–3 years of customer service or cash handling experience.
• Banking experience preferred.

Responsibilities

• 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.

Skills

Customer service

Communication

Multitasking

Typing 40 wpm

Microsoft Office

Cash handling

Attention to detail

Education

High School diploma or GED

Tools

Microsoft Office

Job description

1st Summit Bank is hiring for an on-site Retail Banking role in Ebensburg, PA. The position requires excellent customer service, cash handling, and the ability to manage a high-touch service model for financial wellness.

You will engage customers in person and by phone to build relationships and referrals. The role emphasizes accurate transaction processing, knowledge of products, and a proactive approach to problem solving, documentation, and teamwork within the branch.