Customer Service Representative- Jenkintown

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.

Skills

• Knowledge of Bank products and services
• Excellent customer service and communication skills
• Ability to interact well with Team Members and customers
• Strong attention to detail and accuracy
• Basic computer skills
• Ability to multi-task and remain organized

Qualifications

• 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.