Relationship Banking Specialist

1St Summit Bank•Portage, PA

3h•Onsite

About The Position

The Relationship Banking Specialist is responsible for attracting, advising, and serving existing and prospective customers. This role involves having in-depth conversations to help customers achieve financial wellness, providing extraordinary service that generates referral opportunities, and responding promptly to customer needs. The specialist will develop a customer calling list and conduct High Touch Calls by analyzing current relationships and proactively offering recommendations for financial success. Problem-solving and daily IQ Lead calls are also key components, aimed at retaining business and acquiring new clients. The role requires a broad knowledge of products and services, collaboration with internal business partners (Wealth Management, Electronic Banking, Loan), and efficient processing of various transactions such as opening new accounts, processing cash advances, and handling pre-paid cards. Proficiency in Electronic Banking is necessary to assist customers with their needs and technical questions. The specialist will also provide administrative support to the PBO/Supervisor and team, assisting with reports, logs, correspondence, filing, phone inquiries, overdraft/delinquent customer contact, file maintenance, requisitioning supplies, maintaining equipment, balancing the vault and ATMs, and performing check cashing overrides when necessary. Adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information is critical. The role involves participating in departmental goal setting and progress evaluation through various meetings, including daily 5-minute meetings, weekly conference calls, sales meetings, and monthly employee relations meetings. Other duties may be assigned.

Requirements

Excellent verbal and written communication skills.
Exceptional organizational skills and strong attention to detail.
Basic computer skills and digital awareness.
Typing 40 wpm.
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.
High School diploma or GED.
Minimum One (1) to Three (3) years in customer service and sales experience.

Nice To Haves

Associates Degree preferred.

Responsibilities

Attract, advise, and serve existing and prospective customers through in-depth conversations to help them achieve financial wellness.
Provide extraordinary service to customers, resulting in a full pipeline of referral opportunities.
Develop a top customer calling list and complete High Touch Calls.
Listen, assess, and solve customer problems.
Complete IQ Lead calls daily to retain existing business and bring in new business.
Develop and maintain a broad knowledge of products and services to support customer needs.
Collaborate with internal business partners (Wealth Management, Electronic Banking, Loan) to provide comprehensive financial solutions.
Process a wide array of transactions, including opening new accounts, processing cash advances, and handling pre-paid cards.
Provide solutions and answer technical questions related to Electronic Banking.
Provide administrative support to the PBO/Supervisor and team, including report completion, filing, and customer contact.
Balance vault, cash advance machine, and ATM daily.
Perform check cashing overrides when the PBO/Supervisor is not available.
Open and close the branch in the absence of the PBO/Supervisor.
Adhere strictly to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information.
Participate in meetings to develop and evaluate departmental goals and objectives.
Perform other duties as assigned or directed.