This Customer Service Representative position at Penn Community Bank involves processing customer transactions accurately and efficiently, ensuring all required forms are completed properly. Responsibilities include performing customer-requested account maintenance such as address changes, ID updating, card ordering, and check ordering. The role requires assisting customers with complex service issues and questions, coordinating with various departments to provide timely resolutions. A key aspect is promoting a positive image of the Bank by identifying customer financial needs and proactively recommending appropriate Bank products and services, including investments and residential lending. The representative will open personal and business accounts using the Bank's computer system and other third-party systems, adhering to all Bank policies and procedures. Participation in new customer relationship onboarding calls and network-wide outbound call campaigns is also expected. The role requires organizing work to facilitate timely and accurate balancing of transactions at the end of the day while maintaining appropriate cash levels, and providing outstanding customer service with a professional demeanor. Utilizing the customer relationship management system to document conversations and send referrals to other departments is also a duty. Penn Community Bank holds $3 billion in assets, employs more than 300 people, and offers banking and lending services at financial centers throughout southeastern Pennsylvania. As an independent, mutual financial institution, the Bank operates with a long-term mission to help businesses grow, provide financial resources to individuals and families, strengthen the local economy, and partner with local organizations for positive growth.
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Job Type
Full-time
Education Level
High school or GED