Relationship Banking Specialist

Join to apply for the Relationship Banking Specialist role at 1st Summit Bank
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• 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.
• 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 to help them achieve financial success.
• Listen, assess, and solve customer problems.
• Complete IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business.

• Collaborate with other internal business partners to provide customers with a full range of financial solutions to meet their needs:
  • Wealth Management
  • Electronic Banking
  • Loan
• Provide prompt, accurate, and efficient customer service by processing a wide array of transactions:
  • Open new accounts on the platform system.
  • Complete transactions on the teller processing system.
  • Process Cash Advances, Pre‑Paid Cards, Check Orders, etc.

• Provide solutions to customers’ needs.
• Answer customers’ technical questions.

• Assist with the accumulation and completion of various reports, logs, and job duties to ensure timely delivery as directed by PBO/Supervisor.
• Prepare correspondence, file, 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.
• Transfer cash to and from the vault.
• Perform check cashing overrides when the PBO/Supervisor is not available.
• Open and close the branch in the absence of the PBO/Supervisor.
• Perform other duties as assigned or directed.

Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information.

Participate in meeting Community Banking Department's long‑ and short‑term goals and objectives through:

• Daily 5‑Minute meetings.
• Weekly Relationship Building conference calls.
• Weekly Branch‑based sales meetings.
• Monthly employee relations meetings.
• Other duties as assigned or directed.

• 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.

• This position does not supervise employees.

• High School diploma or GED.
• Associate’s Degree preferred.
• Minimum 1 to 3 years of customer service and sales experience.

• Ability to concentrate and perform responsibilities with constant focus and mental alertness.
• Ability to lift up to 25 pounds.
• Ability to communicate in person, via email, or telephone with customers and staff members.
• Ability to sit or stand for an extended period.
• Specific vision abilities required may include close vision and ability to adjust focus.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Seniority level:
Entry level.

Employment type:

Full‑time. Job function:
Finance and Sales.