Customer Service Supervisor- Levittown

Penn Community Bank

  • Levittown, Pennsylvania
  • 17 days ago

    Highlights

    Internal : Reports to Branch Manager / Sales and Service Manager; Frequent contact with Branch Team members to discuss sales products, services, policies, procedures and changes; Timely contact with team members from various levels of the bank. 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.

    Numbers & Facts

    LocationLevittown, Pennsylvania

    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.

    • Supervise and coach CSR staff and ensure compliance with Bank policies and procedures

    • Maintain primary responsibility for settlement of vault cash, ATM, night deposits, and all cash needs of the branch in accordance with Bank policies and procedures.

    • 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 adhering 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.

    • 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. Encourage direct reports to utilize system.

    • Responsible for operations and compliance items such as CTR’s, cash audits, cash box difference monitoring and offline balancing.

    • Conduct wire transfers and supervisor overrides as needed following the proper procedures

    • 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 Branch Manager / Sales and Service Manager; Frequent contact with Branch Team members to discuss sales products, services, policies, procedures and changes; Timely contact with team members from various levels 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; Associate’s or Bachelor’s degree preferred
    • Minimum 2 years’ banking experience or relevant work experience

    Skills and Competencies

    • Knowledge of Bank products and services
    • Excellent customer service skills
    • Ability to interact well with Team members and customers
    • Supervisory and coaching skills
    • Strong attention to details and accuracy
    • Basic computer skills
    • Ability to multi-task and remain organized
    • NMLS preferred
    • Ability to use sound judgment when making decisions on behalf of the Bank

    Working Conditions

    Traditional office environment with no unusual work conditions; the branch office 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.

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