Banking Customer Care & Reporting Specialist

Box 468, New Tripoli, PA; Northern (KY); Hybrid; USD 36,000 - 54,000; Full time

Job summary

Unknown Bank in Pennsylvania seeks a Customer Care Representative to serve as the first point of contact for customers needing assistance with banking services. You will address questions, resolve issues, and promote bank products during calls, emails, and chat to ensure a positive experience.

You will also handle back-office reporting and record-keeping to keep the bank in regulatory compliance, reconcile accounts, and generate financial reports while supporting cross-functional teams.

Qualifications

• Education/Training: High school diploma or GED required; associate/bachelor’s in accounting/finance a plus.
• Strong interpersonal and communication skills; basic math, writing, and grammar abilities; familiarity with bank policies and MS Office.
• Experience: Banking call center or bank reporting experience beneficial.

Responsibilities

• Respond promptly and professionally to customer inquiries via phone, email, and chat.
• Resolve account inquiries, transaction disputes, and online banking issues accurately.
• Assist with account maintenance tasks like password resets, updates, and address changes.
• Promote bank products and services when appropriate to improve customer satisfaction and sales.
• Maintain compliance through back-office reporting and accurate record-keeping.

Skills

Interpersonal skills

Communication

Reading

Writing

Grammar

Mathematics

Bank policies knowledge

Proficient computer skills

Microsoft Word

Excel

Outlook

CRM software

Attention to detail

Education

High school diploma or GED

Associate or Bachelor’s degree in accounting or finance (plus)

Tools

CRM software

Job description

Unknown Bank in Pennsylvania seeks a Customer Care Representative to serve as the first point of contact for customers needing assistance with banking services. You will address questions, resolve issues, and promote bank products during calls, emails, and chat to ensure a positive experience.

You will also handle back-office reporting and record-keeping to keep the bank in regulatory compliance, reconcile accounts, and generate financial reports while supporting cross-functional teams.