Floating Customer Service Representative - Central Market Area

Penn Community Bank

Doylestown, Pennsylvania

JOB DETAILS
SKILLS
Banking Services, Campaigns, Communication Skills, Computer Skills, Computer Systems, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Diversity, High School Diploma, Loans, Multitasking, Needs Assessment, Onboarding, Organizational Skills, Time Management, Transaction Processing/Management
LOCATION
Doylestown, Pennsylvania
POSTED
30+ days ago

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.

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

Education

  • High School diploma or equivalent required; Associate’s or Bachelor’s degree preferred
  • Previous banking experience preferred

Penn community Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

About the Company

P

Penn Community Bank