Customer Service Representative, PF jobs in United States
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First Financial Bank · 1 day ago

Customer Service Representative, PF

First Financial Bank is dedicated to providing excellent customer service and is seeking a Customer Service Representative. The role involves assisting customers with inquiries and providing information about banking products while adhering to compliance regulations.

BankingCreditDebit CardsFinanceFinancial ServicesLending

Responsibilities

Assist inbound customers inquiries via the telephone and emails to customer service call center in a timely, accurate and courteous manner
Follows Agile established guidelines regarding customer service and delivers excellent customer service in accordance with Valley’s and Agile’s mission statements
Services customers’ needs and inquiries; recommend on-line account access, and assists with other service needs
Discuss/loan products with existing and prospective customers
Follow up on all commitments to contribute to department service level standards
Prepare written correspondence to inquiries via e-mail or other methods of communication
Give basic rate and term exceptions to our Insurance Agency clients within specific underwriting guidelines
Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC
Complete annual BSA training
Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department
Adhere to the VNB Code of Conduct and Service Quality Standards as well as department standards
Accept and execute other duties and responsibilities as assigned
Complete required annual regulatory training courses on a timely basis

Qualification

High volume call centerPremium finance knowledgeBanking experienceProfessional phone etiquetteBilingualVerbal communication

Required

High School Diploma or GED
Minimum of two years high volume call center experience
Prior Banking and/or Premium Finance experience
Ability to demonstrate a working knowledge of premium finance products, services, and policies
Ability to understand and utilize premium finance system, computer and databases
Demonstrate a professional manner and team spirit
Excellent verbal communication skills
Ability to write simple correspondence
Professional phone etiquette
Ability to work as a team

Preferred

Bilingual preferred

Benefits

Development and Training Benefits
Incentive Eligibility

Company

First Financial Bank

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First Financial Bank has been in the business of client service and success for more than 150 years.

Funding

Current Stage
Public Company
Total Funding
$300M
2025-11-06Post Ipo Debt· $300M
1983-12-30IPO

Leadership Team

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Rick Dennen
Chief Corporate Banking Officer
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Company data provided by crunchbase