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Penn Community Bank · 20 hours ago

Floating Customer Service Representative - Central Market Area

Doylestown, PA

Full-time

Onsite

New Grad, Entry Level

Penn Community Bank is seeking a Floating Customer Service Representative to assist customers with their banking needs. The role involves processing transactions, maintaining customer accounts, and promoting bank products while ensuring excellent customer service.

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