Customer Service Representative- Highland Park jobs in United States
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Penn Community Bank ยท 23 hours ago

Customer Service Representative- Highland Park

Penn Community Bank is committed to providing exceptional customer service and is seeking a Customer Service Representative. The role involves processing transactions, assisting customers with account maintenance, and promoting bank products while maintaining a professional demeanor.

AssociationBankingCommunitiesFinancial Services

Responsibilities

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

Qualification

Customer serviceAccount managementBanking products knowledgeCRM softwareCommunication skills

Required

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

Company

Penn Community Bank

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Penn Community Bank is a community bank operting in Pennsylvania.

Funding

Current Stage
Growth Stage

Leadership Team

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Randy McGarry
EVP, Chief Information Officer
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Company data provided by crunchbase