Peoples Security Bank & Trust · 1 month ago
Client Services Center Representative
Peoples Security Bank & Trust Company is a community-focused bank dedicated to building trust with its customers. The Client Services Center Representative provides telephone and email support to customers and branch staff, utilizing a full range of bank products and services to enhance customer relationships and ensure satisfaction.
BankingFinancial ServicesInsurance
Responsibilities
Manage large amounts of inbound and outbound calls in a timely manner. Identify customer’s needs, clarify information, research every issue and provide solutions and appropriate follow-up
Direct telephone calls to the proper individuals or department in the Bank where the need can be satisfied
Provides direct service to the customer as appropriate, i.e., utilizes computer to determine account balance or loan balance, describes and sells products and services of the Bank, etc
Utilizes full range of Bank products and services to effectively maximize the Bank’s relationship with customers; informs caller of products; refers customers to appropriate sales staff; maintains current knowledge of new products, identify product needs of customer to build relationships
Maintains awareness of various Bank functions in order to provide assistance to customers in areas of Online Services, Loans, Debit Card, and ATM support
Reports suspected Elder abuse and/or suspicious activity to bank Security Officer
Ongoing education and training to improve knowledge and performance of bank products and customer service. Stays educated in awareness of elder abuse, Identify theft and any other fraud activity
Qualification
Required
A High school diploma or equivalent required
Must demonstrate excellent customer service, interpersonal relations and communicative skills
Good mathematical skills
Good time management skills
Moderate problem solving and analytical skills
Project management skills
Moderate PC skills
Moderate technical skills including Microsoft Office Excel, Word, One Note and PowerPoint
A minimum of one (1) year of related experience normally required
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position
Preferred
Specialized bank operations training/education preferred
Bilingual English and Spanish a Plus
Benefits
College Tuition Reimbursement Benefit
Medical Plans
Dental Plan
Vision Plan
Life Insurance
Disability Insurance
401(K) Plan
Paid Time Off
Paid Holidays
Employee Assistance Program
Banking Classes
Internal Advancement Opportunities
Paid Volunteer Time Off
Company
Peoples Security Bank & Trust
Peoples Security Bank & Trust has become one of the largest independent community banks in eastern Pennsylvania with a footprint stretching through Pennsylvania, New York, and New Jersey.
Funding
Current Stage
Public CompanyTotal Funding
$118M2025-06-06Post Ipo Debt· $85M
2020-06-01Post Ipo Debt· $33M
2014-04-02IPO
Leadership Team
Recent News
2025-11-01
2025-02-04
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