Relationship Banking Specialist

1st Summit Bank • Somerset, PA

195d

About The Position

The position involves attracting, advising, and serving existing and prospective customers through in-depth conversations and extraordinary service. The role requires developing a top customer calling list, completing high touch calls, and providing solutions to customer needs. The candidate will also be responsible for processing a wide array of transactions, providing administrative support, and adhering to security procedures. Participation in departmental meetings and achieving long- and short-term goals is essential.

Requirements

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

Nice To Haves

• 1-3 years of experience preferred.
• Degree or equivalent.

Responsibilities

• Engage in in-depth conversations with customers using the C.A.R.E model to promote financial wellness.
• Provide extraordinary service to customers to generate referral opportunities.
• Respond directly and immediately to customer requests or needs.
• Develop a top customer calling list.
• Complete High Touch Calls to analyze and enhance customer relationships.
• Listen, assess, and solve customer problems.
• Conduct daily IQ Lead calls to retain existing business and attract new business.
• Maintain broad knowledge of products and services to support customer needs.
• Collaborate with internal business partners to provide comprehensive financial solutions.
• Process a variety of transactions including opening new accounts and handling teller transactions.
• Provide technical support for Electronic Banking.
• Assist the PBO/Supervisor with administrative tasks and departmental goals.
• Participate in meetings to discuss departmental objectives and progress.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 101-250 employees