Peoples Security Bank & Trust · 19 hours ago
Bilingual Client Services Center Representative
Bethlehem,PA,US
Full-time
Hybrid
Entry Level
1+ years expPeoples Security Bank & Trust is seeking a Bilingual Client Services Center Representative to provide exceptional customer service support. The role involves assisting customers through various communication channels and building sustainable relationships while ensuring compliance with bank policies and procedures.
BankingFinancial ServicesInsurance
Responsibilities
Offer customer service support. Whether by phone, email, live chat or other customer interaction, Client Service Center representatives are front-line employees who help resolve customers’ questions and concerns, they are responsible for helping customers find what they’re looking for and addressing complaints with a particular emphasis on delivering an excellent customer experience
Build sustainable relationships and trust with customers and team members through open and interactive communication. Identify and assess customers’ needs. Generate sales leads to achieve satisfaction and an excellent customer experience
Assists with various tasks and services in the daily operations functions to obtain a high degree of accuracy in daily processes. Assumes responsibilities for various projects and other related duties as assigned or directed. Assists in developing effective and efficient processes to maximize resources
Participates in ongoing training and education of all rules, regulations and guidance pertaining to the bank’s Client Services Center requirements. Participate in continuing education opportunities such as webinars, seminars, etc., to increase customer service and bank knowledge
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements. Assists in the development of written policies and procedures to ensure consistency in processes, assists with maintenance and compliance of DR/Cope procedures. Responsible for complying with the Client Services Center and any other related bank Remote and Hybrid Schedules and policies if a remote work environment is an option
Responsible for responding to inquiries or requests for information; reporting pertinent information to the immediate supervisor; coordinating work within the department, as well as with other departments; providing periodic reports; ensuring the department’s compliance with operating policies, regulations and procedures and outside regulatory requirements; communicating with appropriate management and staff. Assists in coordinating and implementing procedure changes/updates to meet Operations and Retail needs
Provides telephone, chat and email support for customers and branch staff as needed. Achieve satisfaction, build sustainable relationships and trust with customers and team members through open and interactive communication. Provide direct service to the customer as appropriate
Utilizes full range of Bank products and services to effectively maximize the Bank’s relationship with customers; maintains current knowledge of new products, identify product needs of customers to build relationships
Strives to achieve excellent customer service, team work and participates in creating a positive and supportive work environment and company culture
Manage large amounts of inbound and outbound calls, email and live chats 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 and strive for a low transfer rate
Provide direct service to the customer as appropriate, i.e., utilizes computer to determine account balance or loan balance, describe and sells products and services of the Bank, etc
Utilize full range of Bank products and services to effectively maximize the Bank’s relationship with customers; inform caller of products; refer customers to appropriate sales staff; maintains current knowledge of new products, identify product needs of customer to build relationships
Ongoing education and training to improve knowledge and performance of bank products and customer service
Maintain awareness of various Bank functions in order to provide assistance to customers in areas of Bank products and services, Online Services, Loans, Debit Card, and ATM support
Responsible for completing all bank and department assigned and required policy reviews, compliance tests and other trainings
Stay educated in awareness of elder abuse, Identify theft and any other suspicious or fraud activity
Report suspected Elder abuse and/or suspicious activity to bank Security Officer
Understand and comply with the Incidence response procedures
Assists with audit/Exam document request preparation and inquiries
Qualification
Required
A High school diploma or equivalent required
specialized bank operations training/education preferred
Must demonstrate excellent customer service, interpersonal relations and communicative skills
good mathematical skills
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
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.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$118M2025-06-06Post Ipo Debt· $85M
2020-06-01Post Ipo Debt· $33M
2014-04-02IPO
Leadership Team
Jeffrey Drobins
Executive Vice President, Chief Lending Officer
Neal Koplin
Senior Executive Vice President - Chief Banking Officer
Recent News
2025-11-01
2025-02-04
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