Job Information
Pennian Bank Customer Service Representative in Thompsontown, Pennsylvania
Education/Training: A high school diploma or equivalent with an emphasis in accounting or business curriculum.
Skill(s): Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; ability to lift approximately fifty (50) lbs. of coin; demonstrated management and supervisory skills; visual and auditory skills; a comprehensive knowledge of all bank forms and documents used in opening new accounts; a working knowledge of bank consumer products and services, along with the operating policies and procedures that impact these products.
Experience: A minimum of two (2) years' experience in related positions normally required.
Essential Duties
- Completes the documentation and performs point-of-sale processing on all types of new accounts, e.g., loans, deposits, etc.
- Provides support to office customer service personnel engaged in establishing quantitative customer service and sales objectives on an annual basis as warranted; this activity to be integrated with the office's annual operating plan.
- Provides customer service information on a timely basis in order that this information may be included as part of monthly and year-to-date performance reports.
- Serves as a member of the office sales team, e.g., Branch Executive Officer, Consumer Services Officer, etc.
- Maintains a thorough knowledge of the features and benefits of all bank products and services in order to ascertain customer needs and to participate in selling in conjunction with these needs.
- Provides direct service to customers of the bank with respect to deposit products and services; supplies pertinent information on other products and services, e.g., loans, trust, etc., as needed.
- Assists customers in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems.
- Maintains an awareness of new business opportunities with customers; actively refers customers to appropriate customer service personnel as warranted when these opportunities are available.