Relationship Banking Specialist

1ST SUMMIT BANK•Portage, PA

1d•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, conduct High Touch Calls by analyzing current relationships and proactively offering recommendations, and solve customer problems. Daily IQ Lead calls are expected to retain existing business and acquire new business. The role also requires developing and maintaining broad knowledge of products and services, collaborating with internal business partners (Wealth Management, Electronic Banking, Loan departments) to offer comprehensive financial solutions, and processing a variety of transactions such as opening new accounts, processing teller transactions, and handling cash advances and pre-paid cards. Proficiency in Electronic Banking is needed to provide solutions and answer technical questions. Additionally, the specialist will provide administrative support to the PBO/Supervisor and team, including report completion, correspondence, filing, phone inquiries, managing customer accounts, ordering supplies, maintaining equipment, balancing cash, and performing check cashing overrides and branch opening/closing in the supervisor's absence. Strict adherence to security procedures, the Bank Secrecy Act, USA Patriot Act, and safeguarding customer information is mandatory. The role also involves participating in departmental goal setting and progress evaluation through various meetings.

Requirements

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.
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 using the C.A.R.E model to help customers achieve financial wellness.
Provide extraordinary service to customers, resulting in a full pipeline of referral opportunities.
Provide direct and immediate response to customer requests or needs.
Develop a top customer calling list.
Complete High Touch Calls by analyzing current customer relationships and proactively contacting them with recommendations.
Listen, assess, and solve customer problems.
Complete IQ Lead calls daily to retain existing business and acquire 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 customers with a full range of financial solutions.
Process a wide array of transactions, including opening new accounts, teller transactions, cash advances, and 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, correspondence, filing, and managing customer accounts.
Balance Vault, Cash Advance Machine, and ATM daily, and transfer cash to and from the vault.
Perform check cashing overrides and open/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 progress on departmental goals and objectives.
Perform other duties as assigned or directed.