Floating Customer Service Representative- Lehigh Valley

Penn Community Bank; Allentown (Lehigh County); On-site; USD 36,000 - 48,000; Full time

Job summary

Penn Community Bank is seeking a detail-oriented team member to process customer transactions accurately and maintain accounts. You will assist with balance and documentation accuracy while upholding bank policies and delivering high-quality service.

In this role, you will handle onboarding calls, support multiple departments, and promote bank products to meet customer needs. The position requires strong communication and organizational skills in a busy branch environment.

Qualifications

• High School diploma or equivalent required.
• Previous banking experience preferred.
• Excellent customer service and communication skills.
• Ability to multi-task and stay organized.
• Basic computer skills.

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 with other areas for timely resolution.
• Promote bank products and services based on customer needs, including investments and lending.

Skills

Customer service

Communication skills

Attention to detail

Multi-tasking

Basic computer skills

Education

High School diploma or equivalent

Tools

Banking software

Job description

Job description: The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.

Essential Functions

• 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.

Compliance

• 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.

Relationships and Contacts Internal:

• Reports to Customer Service Supervisor;
• Frequent contact with Branch Team Members to discuss sales products, services, policies, procedures, and changes;
• Timely contact with Team Members from various areas of the Bank.

External:

• Frequent contact with current and potential customers regarding products and services;
• Representation of the Bank through community involvement and volunteerism.

Education and Experience

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

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

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. Thank you for your interest in joining the Penn Community Bank Team! Penn Community Bank holds $3 billion in assets, employs more than 300 people, and offers banking and lending services at financial centers throughout southeastern Pennsylvania. As an independent, mutual financial institution, Penn Community Bank is not publicly traded and operates with its long-term mission in mind: to help businesses grow and prosper, to provide financial resources to individuals and families throughout their lifetimes, to strengthen the local economy, and to partner with local organizations to act as a catalyst for positive growth in every market it serves.