Customer Service Representative- Quakertown

Penn Community Bank • Quakertown, PA

9d • Onsite

About The Position

This role is responsible for processing customer transactions accurately and efficiently, assisting customers with account maintenance, and addressing complex customer service issues. The representative will also promote bank products and services, open new accounts, and participate in customer onboarding and outbound call campaigns. Additionally, the role involves balancing transactions and maintaining cash levels, utilizing the customer relationship management system, and performing related duties as required. The position operates in a traditional office environment within a branch that is open six days a week, requiring team members to work a minimum of two Saturdays per month.

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.

What This Job Offers

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