About this role
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.
• Supervise and coach CSR staff and ensure compliance with Bank policies and procedures • Maintain primary responsibility for settlement of vault cash, ATM, night deposits, and all cash needs of the branch in accordance with Bank policies and procedures. • 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 adhering 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. • 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. Encourage direct reports to utilize system. • Responsible for operations and compliance items such as CTR’s, cash audits, cash box difference monitoring and offline balancing. • Conduct wire transfers and supervisor overrides as needed following the proper procedures • 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 Branch Manager / Sales and Service Manager; Frequent contact with Branch Team members to discuss sales products, services, policies, procedures and changes; Timely contact with team members from various levels 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; Associate’s or Bachelor’s degree preferred • Minimum 2 years’ banking experience or relevant work experience
Skills and Competencies
• Knowledge of Bank products and services • Excellent customer service skills • Ability to interact well with Team members and customers • Supervisory and coaching skills • Strong attention to details and accuracy • Basic computer skills • Ability to multi-task and remain organized • NMLS preferred • Ability to use sound judgment when making decisions on behalf of the Bank Working Conditions Traditional office environment with no unusual work conditions; the branch office 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.