Floating Customer Service Representative- Lehigh Valley

Penn Community Bank•Allentown, PA

3d•Onsite

About The Position

The Floating Customer Service Representative role involves processing customer transactions accurately and efficiently, performing account maintenance, and assisting customers with complex service issues. This position also promotes bank products and services, opens new accounts, and participates in customer onboarding and outbound call campaigns. The role requires balancing transactions, maintaining cash levels, and utilizing the customer relationship management system. Additionally, compliance with all applicable regulations and Bank policies is essential. This role involves frequent interaction with internal teams and external customers, representing the Bank in the community.

Requirements

High School diploma or equivalent required
Previous banking experience preferred
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

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.
Comply with all applicable regulations and Bank policies regarding employment and employment law.
Participate in annual compliance and other job-related training.
Comply with applicable bank regulations, Bank policies and procedures.
Comply with Bank’s internal privacy and ethics standards.