Customer Service Representative- Perkasie, Fifth Street

Penn Community Bank; Perkasie (Bucks County); On-site; USD 32,000 - 42,000; Full time

Job summary

Penn Community Bank is seeking a front-line teammate in Bucks County, Perkasie, to process transactions and handle customer account maintenance using bank systems and policies.

You will assist customers with service questions, promote bank products, balance cash at day end, and document conversations in the CRM. Prior banking experience is preferred and the role requires flexibility to work six days a week.

Qualifications

• High school diploma or equivalent required.
• Previous banking experience preferred.
• Strong communication and customer service skills.
• Attention to detail and accuracy in handling transactions.
• Proficient with basic computer applications.

Responsibilities

• Process customer transactions accurately and efficiently, ensuring forms are completed properly.
• Perform customer requested account maintenance including address changes, ID updating, card ordering and check ordering.
• Assist customers with complex service issues and coordinate resolution.
• Promote Bank products and services including investments and residential lending.
• Open personal and business accounts using bank systems 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
• Balance transactions at end of day to ensure accurate cash levels.
• Provide outstanding customer service with a professional demeanor.
• Document customer conversations in the CRM and send referrals to other departments.
• Perform related duties as required.

Skills

Bank product knowledge

Customer service

Communication

Attention to detail

Basic computer skills

Multitasking

Education

High School diploma

Job description

• 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.
  

Job Description

• 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.
  

Skills And Competencies

• 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
  

Education And Experience

• High School diploma or equivalent required
• Previous banking experience preferred
  

Working Conditions

Traditional office environment with no unusual work conditions; the branch maintains six day a week operations (Monday – Saturday) with operational hours depending on branch location. All branch Team Members are required to work a minimum of two (2) Saturdays per month.

Penn community Bank is an equal opportunity employer.