Customer Service Representative- Quakertown

Penn Community Bank•Quakertown, PA

11d

About The Position

The Customer Service Representative processes customer transactions accurately and efficiently, ensures required forms are completed, and performs account maintenance such as address and ID updates, and ordering cards and checks. The representative assists with complex service issues and questions, coordinating across the organization to resolve requests in a timely manner. The role promotes the Bank by identifying customer financial needs and recommending appropriate products and services, including investments and residential lending. It opens personal and business accounts using Bank and third-party systems, following all account-opening policies and procedures. The representative participates in customer onboarding calls and outbound call campaigns, balances transactions at the end of the day, maintains appropriate cash levels, and uses the customer relationship management system to document conversations and submit referrals. Outstanding customer service and a professional demeanor are expected.

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 attention to detail and accuracy.
Basic computer skills.
Ability to multitask and remain organized.

Nice To Haves

Previous banking experience preferred.

Responsibilities

Process customer transactions accurately and efficiently, ensuring required forms are completed properly.
Perform customer-requested account maintenance, including address changes, ID updates, and ordering cards and checks.
Assist customers with complex service issues and questions, coordinating with other areas of the organization to resolve requests promptly.
Identify customer financial needs and recommend appropriate Bank products and services, including investments and residential lending.
Open personal and business accounts using Bank and third-party systems, adhering to account-opening policies and procedures.
Participate in new customer relationship onboarding calls and prescribed network-wide outbound call campaigns.
Organize work to ensure timely and accurate end-of-day transaction balancing while maintaining appropriate cash levels.
Provide outstanding customer service while maintaining a professional demeanor.
Use the customer relationship management system to document customer conversations and send referrals to other departments.
Perform related duties as required.