Full-time Customer Service Representative I

First United National Bank; Franklin (Venango County); On-site; USD 35,000 - 52,000; Full time

Job summary

First United National Bank is seeking a Customer Service Representative I to handle customer transactions, prepare reports, and promote bank services. The role focuses on delivering high-quality service to new and prospective customers in a branch setting.

The position requires strong communication, multitasking, and confidentiality in handling sensitive information, with opportunities to assist on the teller line and contribute to team efforts across the bank.

Qualifications

• High school diploma or equivalent required.
• Prior customer service experience in banking or financial services preferred.
• Strong interpersonal and communication skills; detail-oriented.
• Demonstrated problem-solving skills and ability to resolve customer issues effectively.
• Ability to multitask, prioritize tasks and work in a fast-paced environment.
• Proficiency in Microsoft Outlook, Adobe and digital banking platforms.
• Ability to maintain confidentiality; handle sensitive information with discretion.

Responsibilities

• Provides courteous and professional service to customers in person, over the phone and via email.
• Assists customers with banking needs, account inquiries and product inquiries while complying with regulations and privacy policies.
• Listsens to customers’ needs and recommends appropriate banking products or services.
• Processes account openings, closings and maintenance requests accurately and efficiently.
• Resolves customer issues and escalates complex issues to management when necessary.
• Performs routine administrative tasks and supports audit information requests.
• Assists on the teller line as needed.
• Promotes teamwork within the branch and bank-wide.
• Familiarizes customers with online banking tools and mobile app.

Skills

Customer service

Communication

Multitasking

Attention to detail

Privacy/compliance

Education

High school diploma

Tools

Microsoft Outlook

Adobe Acrobat

Digital banking platforms

Job description

Description

Reports to: Branch Manager

Supervises: N/A

Salary Grade: 14

Summary:

The Customer Service Representative I is responsible for performing a variety of duties related to customer transactions, including preparing and maintaining various reports and records; providing accurate, high quality customer service to new and prospective customers; and, promoting institution services.

Essential Functions & Responsibilities:

• Provides courteous and professional service to customers in person, over the phone and via email.
• Assists customers with a variety of banking needs, including account inquiries, transaction discrepancies and product inquiries, while complying with disclosure requirements, regulations and customer privacy policies.
• Listens to customers’ needs and recommends appropriate banking products or services to meet their financial goals.
• Works with customers to process account openings, closings and account maintenance requests accurately and efficiently.
• Resolves customer issues and complaints in a timely and effective manner, escalating complex issues to management when necessary.
• Performs routine administrative tasks, such as filing, updating records and logs and gathering and providing information to other departments for audit purposes.
• Assists on the teller line as needed.
• Participates in and promotes teamwork within the branch as well as bank-wide.
• Familiarizes customers with available banking tools meant to aid in banking efficiency, including telephone and internet banking, e-statements, overdraft protection, ATM banking and the mobile app.
• Assists with opening and closing procedures and security protocols.
• Follows security protocols to protect against fraud and unauthorized transactions.
• Adheres to all bank policies, procedures and regulatory requirements.
• Reports suspicious activities or potential security breaches to management.
• Completes annual required training within communicated timeframes.
• Collects information and initiates the process to complete a wire transfer.
• Performs other duties as required or requested.

Requirements

Education & Experience:

• High school diploma or equivalent required.
• Prior customer service experience in a banking or financial services environment preferred.
• Strong interpersonal and communication skills; detail-oriented.
• Demonstrated problem-solving skills and the ability to resolve customer issues effectively.
• Ability to multitask, prioritize tasks and work in a fast-paced environment.
• Proficiency in Microsoft Outlook, Adobe and digital banking platforms.
• Ability to maintain confidentiality; handle sensitive information with discretion.

Physical Requirements:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Office Setting.
• Adequate vision for significant amount of computer work.
• Required to stand, walk and sit; talk and hear (both in person and by telephone); repetitive use of hands and fingers to handle or feel objects or controls; reach with hands and arms.
• Occasional lifting.