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.
Skills and Competencies
Knowledge of Bank products and services
Excellent customer service and communication skills
Ability to interact well with Team Members and customers
Strong in attention to details and accuracy
Basic computer skills
Ability to multi-task and remain organized
Education and Experience
High School diploma or equivalent required
Previous banking experience preferred
Working Conditions
Traditional office environment with no unusual work conditions; the branch maintains six day a week operations (Monday – Saturday) with operational hours depending on branch location. All branch Team Members are required to work a minimum of two (2) Saturdays per month.
Penn community Bank is an equal opportunity employer.