Relationship Banking Specialist
Company: 1St Summit Bank
Location: Somerset
Posted on: April 1, 2026
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Job Description:
Attracts, advises, and serves existing and prospective customers
by: 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. Develops and maintains a broad knowledge of products and
services to appropriately support customer needs: Collaborates with
other internal business partners to provide customers with a full
range of financial solutions to meet their needs: Wealth Management
Electronic Banking Loan Provides prompt, accurate, and efficient
customer service by processing a wide array of transactions: Opens
new accounts on the platform system. Completes transactions on the
teller processing system. Processes Cash Advances, Pre-Paid Cards,
Check Orders, etc. Proficient in Electronic Banking to: Provide
solutions to our customers’ needs. Answer our customers’ technical
questions. Provides administrative support to the PBO/Supervisor
and team by remaining aware of departmental goals, providing
ongoing communication, and organizing priorities to meet customers’
needs and deadlines. Duties can involve all the following: Assists
with the accumulation and completion of various Reports, Logs, and
job duties to ensure timely delivery as directed by PBO/Supervisor.
Preparing correspondence, filing, phone inquiries and other
clerical duties. Contact overdraft and delinquent customers.
Complete file maintenance on customer accounts. Requisition office
supplies, loan documents, new account supplies, Money Orders,
Treasurer’s Checks, Pre-Paid Cards, etc. Maintain Scanner and ATM.
Balance Vault, Cash Advance Machine, and ATM daily. Transfers cash
to and from the vault. Performs check cashing overrides when the
PBO/Supervisor is not available; Open and close the branch in the
absence of the PBO/Supervisor Strict adherence to security
procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding
customer information: Participates in meeting Community Banking
Department's long- and short-term goals and objectives: Attends and
participates in annual meetings to develop departmental goals and
objectives. Attends and participates in meetings to discuss and
evaluate progress on meeting goals and objectives: Daily 5 Minute
Meetings. Weekly Relationship Building Conference Calls. Weekly
Branch Based Sales Meetings. Monthly Employee Relations Meetings.
Performs other duties as assigned or directed. REQUIRED
SKILLS/ABILITIES: 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. SUPERVISORY
RESPONSIBLITY: This position does not supervise employees.
EDUCATION and EXPERIENCE: Degree or equivalent. 1-3 years of
experience preferred. PHYSICAL REQUIREMENTS: Ability to concentrate
and perform responsibilities by maintaining a constant state of
focus and mental alertness. Ability to lift up to 30 pounds (i.e.,
heavy boxes or coin). Ability to communicate in person, through
email or via telephone with customers and staff members. Ability to
sit or stand for an extended period. Specific vision abilities
required by this job may include close vision and the ability to
adjust focus. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential
functions.
Keywords: 1St Summit Bank, Altoona , Relationship Banking Specialist, Administration, Clerical , Somerset, Pennsylvania
