Part-time Floating Customer Service Representative

Jobtailor; Perkasie (Bucks County); On-site; USD 36,000 - 48,000; Full time

Job summary

Jobtailor is seeking a Customer Service Professional in the United States to process transactions, open and maintain accounts, and resolve customer inquiries with a professional demeanor. You will coordinate with multiple departments to ensure timely resolutions and compliance with banking policies.

The role emphasizes accuracy, attention to detail, and strong communication skills, with expectations of occasional Saturday work and ongoing training to meet regulatory requirements.

Qualifications

• High School diploma or equivalent required.
• Previous banking experience preferred.
• Knowledge of Bank products and services.
• Excellent customer service and communication skills.
• Ability to interact well with Team Members and customers.
• Strong attention to detail and accuracy.
• Basic computer skills.

Responsibilities

• Process customer transactions accurately and efficiently.
• Perform 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.
• Identify customer financial needs and proactively recommend Bank products and services.
• Open personal and business accounts using Bank computer systems.
• Adhere to Bank policies and procedures when opening accounts.
• Participate in new customer onboarding calls and outbound campaigns.
• Organize work to balance transactions and maintain appropriate cash levels.
• Provide outstanding customer service with a professional demeanor.
• Document conversations in the CRM and send referrals to other departments.
• Participate in annual compliance and job-related training.
• Comply with regulations, policies, and privacy standards.
• Represent the Bank through community involvement and volunteerism.
• Report to the Customer Service Supervisor and maintain frequent contact with branch teams.

Skills

Customer service

Communication skills

Attention to detail

Team collaboration

Problem solving

Organizational skills

Basic computer skills

Education

High School diploma or equivalent

Tools

Bank computer systems

Third-party systems

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, coordinating with all areas of the organization for timely resolution
• Identify customer financial needs and proactively recommend appropriate Bank products and services, including investments and residential lending
• Open personal and business accounts using Bank computer and related third-party systems
• Adhere to 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 timely and accurate balancing of transactions while maintaining appropriate cash levels
• Provide outstanding customer service while exhibiting a professional demeanor
• Use the customer relationship management system to document customer conversations and send referrals to other departments
• Participate in annual compliance and job-related training
• Comply with applicable regulations, Bank policies and procedures, and internal privacy and ethics standards
• Represent the Bank through community involvement and volunteerism
• Report to the Customer Service Supervisor and maintain frequent contact with branch and other Bank team members

Requirements

• High School diploma or equivalent required
• Previous banking experience preferred
• 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
• Ability to work a minimum of two (2) Saturdays per month

Core Competencies

Demonstrates expertise in customer service and account management within the banking sector, ensuring compliance with policies and regulations while effectively addressing customer needs and maintaining accurate transaction records.

Highest-signal resume keywords

• Customer Service Excellence
• Bank Products Knowledge
• Attention to Detail
• Account Maintenance
• Compliance Adherence

ATS Optimization Keywords

Hard Skills

• Account Opening
• Transaction Processing
• Customer Relationship Management
• Basic Computer Skills
• Financial Needs Assessment

Soft Skills

• Communication Skills
• Organizational Skills
• Team Collaboration
• Problem-Solving Skills

Industry Keywords

• Banking Experience
• Customer Transactions
• Compliance Training
• Privacy Standards
• Community Involvement

Tools & Technologies

• Bank Computer Systems
• Third-Party Systems