Part-time Floating Customer Service Representative- North Bucks

Penn Community Bank; Riegelsville (PA); On-site; USD 32,000 - 46,000; Full time

Job summary

Penn Community Bank is seeking a Customer Service Associate to support branch operations in Pennsylvania. You will process transactions, open accounts, and assist customers with financial needs while upholding bank policies and providing exceptional service.

The role involves teamwork, accuracy, and attention to detail, with opportunities to engage in outbound campaigns and community involvement. A high school diploma is required, and prior banking experience is preferred.

Qualifications

• High School diploma or equivalent is required.
• Previous banking experience is preferred but not mandatory.
• Strong customer-service and communication abilities are essential.

Responsibilities

• Process customer transactions accurately and complete required forms.
• Open personal and business accounts in banking systems and adhere to policies.
• Provide outstanding customer service with a professional demeanor.
• Assist with complex service issues and coordinate with other departments.
• Document conversations in the CRM and refer to other teams as needed.
• Balance cash and transactions at end of day and maintain proper cash levels.
• Participate in onboarding calls and outbound campaigns.

Skills

Customer service

Communication

Detail orientation

Multi-tasking

Basic computer skills

Team interaction

Education

High School diploma

Previous banking experience preferred

Job description

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.