Job description:
The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.
- 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.
Compliance
- Comply with all applicable regulations and Bank policies regarding employment and employment law.
- Participate in annual compliance and other job-related training.
- Comply with applicable bank regulations, Bank policies and procedures.
- Comply with Bank’s internal privacy and ethics standards.
Relationships and Contacts
Internal: Reports to Customer Service Supervisor; Frequent contact with Branch Team Members to discuss sales products, services, policies, procedures, and changes; Timely contact with Team Members from various areas of the Bank.
External: Frequent contact with current and potential customers regarding products and services; Representation of the Bank through community involvement and volunteerism.
Education and Experience
- High School diploma or equivalent required
- Previous banking experience preferred
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
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.
