What are the responsibilities and job description for the Customer Service Representative- Highland Park position at Penn Community Bank?
Job Description
- 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.