Part-time Floating Customer Service Representative- North Bucks

Penn Community Bank; Perkasie (Bucks County); On-site; USD 32,000 - 52,000; Full time

Job summary

Penn Community Bank is seeking a customer service-focused team member to process transactions, open and maintain accounts, and assist customers with their financial needs.

The role involves promoting Bank products, handling day-end balancing, and coordinating with various departments to ensure timely resolutions. A high school diploma is required, and prior banking experience is preferred.

Qualifications

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

Responsibilities

• Process customer transactions accurately and efficiently.
• Open personal and business accounts and perform maintenance.
• Assist customers with questions and resolve issues.
• Promote Bank products and services including investments and residential lending.
• Balance transactions at end of day and maintain cash levels.
• Document conversations in CRM and coordinate with other departments.

Education

High School diploma or equivalent

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.

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.