Customer Service Representative- Pipersville

Penn Community BankBedminster Township, PA
Onsite

About The Position

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.

Requirements

  • 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
  • High School diploma or equivalent required

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.
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