Customer Service Representative

Penn Mutual Life Insurance; Montgomery (AL); On-site; USD 30,000 - 42,000; Full time

Job summary

Penn Mutual Life Insurance is seeking a customer-focused Customer Service Representative in Montgomery, AL. The role emphasizes delivering exceptional service to clients, handling inquiries, and resolving issues efficiently.

Responsibilities include responding to inquiries by phone, email, and in person; guiding customers through account openings and maintenance; processing deposits, withdrawals, and transfers; and upholding bank policies with accuracy.

Qualifications

• High school diploma or equivalent.
• Previous customer service experience preferred.
• Knowledge of bank documents used in opening new accounts.
• Working knowledge of bank consumer products and services.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment.
• Moderate computer skills.

Responsibilities

• Respond to customer inquiries via phone, email, and in-person.
• Provide information about bank products and services.
• Assist customers with account opening, closing, and maintenance.
• Process transactions such as deposits, withdrawals, and transfers.
• Identify opportunities to cross-sell bank products and services.
• Maintain accurate records of customer interactions and transactions.
• Adhere to bank policies and procedures.

Skills

Customer service

Communication skills

Interpersonal skills

Fast-paced environment

Computer literacy

Education

High school diploma or equivalent

Tools

Banking software basics

Job description

Full job description Job Summary: We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. The successful candidate will be responsible for providing exceptional customer service to our clients, handling inquiries, and resolving issues in a timely and efficient manner.

Responsibilities:

• Respond to customer inquiries via phone, email, and in-person
• Provide information about bank products and services
• Assist customers with account opening, closing, and maintenance
• Process transactions such as deposits, withdrawals, and transfers
• Identify opportunities to cross-sell bank products and services
• Maintain accurate records of customer interactions and transactions
• Adhere to bank policies and procedures

Requirements:

• High school diploma or equivalent
• Previous customer service experience preferred
• Knowledge of bank documents used in opening new accounts
• Working knowledge of bank consumer products and services
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment
• Moderate computer skills