Customer Service Representative- Quakertown

Penn Community Bank•Quakertown, PA

12d•Onsite

About The Position

The Customer Service Representative processes customer transactions accurately and efficiently, completes required forms, and performs account maintenance such as updating addresses and identification, ordering cards, and ordering checks. The role assists customers with complex service questions and issues and coordinates with other areas of the organization to resolve requests promptly. The representative promotes the Bank by identifying customers’ financial needs and proactively recommending suitable products and services, including investments and residential lending. The role opens personal and business accounts using Bank and third-party systems while following Bank policies and procedures. It also supports customer onboarding calls and network-wide outbound campaigns, maintains accurate transaction balancing and appropriate cash levels, and provides professional customer service. The representative uses the customer relationship management system to document conversations and refer customers to other departments, and performs related duties as required. Work takes place in a traditional office environment. Branches operate six days a week, Monday through Saturday, with hours depending on location. All branch team members must work at least two Saturdays per month.

Requirements

High school diploma or equivalent.
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.

Responsibilities

Process customer transactions accurately and efficiently and complete required forms.
Perform customer-requested account maintenance, including address and ID updates and ordering cards and checks.
Assist with complex customer service issues and questions and coordinate with other organizational areas to resolve requests promptly.
Identify customers’ 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 and follow account-opening policies and procedures.
Participate in new customer relationship onboarding calls and prescribed network-wide outbound call campaigns.
Organize work to balance transactions accurately and on time at the end of the day while maintaining appropriate cash levels.
Provide outstanding customer service with a professional demeanor.
Use the customer relationship management system to document customer conversations and send referrals to other departments.
Perform related duties as required.