Floating Customer Service Representative- Lehigh Valley

Penn Community Bank • Allentown, PA

2d • Onsite

About The Position

The Customer Service Representative is responsible for processing customer transactions accurately and efficiently, performing account maintenance, and assisting customers with complex issues. This role also involves promoting bank products and services, opening accounts, participating in onboarding and outbound call campaigns, and maintaining a professional demeanor while providing outstanding customer service. The position requires adherence to all bank policies and procedures, including compliance with applicable regulations and internal standards. The representative will also utilize the customer relationship management system to document interactions and send referrals. This role reports to the Customer Service Supervisor and involves frequent contact with branch team members and various departments within the bank, as well as current and potential customers.

Requirements

• High School diploma or equivalent required
• Knowledge of Bank products and services
• Excellent customer service and communication skills
• Ability to interact well with Team Members and customers
• Strong in attention to details and accuracy
• Basic computer skills
• Ability to multi-task and remain organized

Nice To Haves

• Previous banking experience preferred

Responsibilities

• Process customer transactions accurately and efficiently, ensuring all required forms are completed properly.
• Perform customer requested account maintenance including address changes, ID updating, card ordering and check ordering.
• Assist customers with complex customer service issues and questions, coordinate with all areas of the organization to provide timely resolution to all customer requests.
• Promote a positive image of the Bank by identifying customer financial needs and proactively recommending appropriate Bank products and services including investments and residential lending.
• Open personal and business accounts using a Bank computer system and other related third party systems.
• Adhere to all Bank policies and procedures when opening accounts.
• Participate in new customer relationship onboarding calls and prescribed network wide outbound call campaigns.
• Organize work to facilitate a timely and accurate balancing of transactions at the end of the day while maintaining appropriate cash levels.
• Provide outstanding customer service while exhibiting a professional demeanor at all times.
• Utilize the customer relationship management system to document customer conversations and send referrals to other departments.
• Perform related duties as required.
• Comply with all applicable regulations and Bank policies regarding employment and employment law.
• Participate in annual compliance and other job-related training.
• Comply with applicable bank regulations, Bank policies and procedures.
• Comply with Bank’s internal privacy and ethics standards.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED