Customer Service Representative jobs at Penn Community Bank

- 322 jobs

Cash Mgmt. Customer Service Representative
Penn Community Bank 4.0
Customer service representative job at Penn Community Bank
Job Summary This individual will serve as a trusted resource for business clients, assisting with inquiries related to our suite of digital banking products and services. You will be responsible for client onboarding, product setup, training, and ongoing support for solutions including Online Banking, ACH, Wire Transfers, Positive Pay, Zelle for Business, Sweep Accounts, and more. This position requires a detail-oriented professional who can build strong client relationships, ensure timely service delivery within a 72-hour SLA window, and contribute feedback and insights to help enhance our product offerings. Essential Functions * Client Support & Relationship Management: * Serve as the primary point of contact for client inquiries regarding cash management products and services. * Proactively guide clients through issue resolution, ensuring a positive and seamless customer experience. * When necessary, escalate issues with cash management systems internally. * Provide timely responses to client requests ensuring high levels of client satisfaction. * Provide proactive communication regarding system changes, product updates, or potential disruptions that may affect cash management services. * Document all client interactions, including issues, resolutions, and follow-ups, in SalesForce. * Ensure that all documentation related to client inquiries, product setups, and issue resolutions is accurate and up to date. * Be the "voice" of the client, anticipating needs and gathering feedback to identify trends or product enhancement opportunities. * Client Onboarding & Training: * Assist clients with the onboarding process for cash management products including Online Banking, ACH, Wires, Positive Pay, Zelle for Business, and Sweep Accounts. * Provide personalized training sessions and documentation to ensure clients can confidently use cash management tools. * Build strong relationships with clients by delivering high-quality, personalized service and ensuring that clients' needs are met promptly. Conduct periodic check-ins with clients to ensure ongoing satisfaction with cash management products and address any concerns. * Operational Excellence & SLA Management: * Ensure all client requests and service tickets are resolved within the established SLA of 72 hours. * Collaborate with internal teams (IT, Risk, Compliance, Product) to expedite issue resolution when needed. * Maintain accurate records of client interactions and service issues in the CRM system. * Support the Customer Care Center and Retail Banking teams as needed. * Product Knowledge & Development: * Stay up to date with changes in banking regulations, digital banking trends, and treasury services. * Maintain a strong understanding of cash management services and products, ensuring accurate and thorough responses to client inquiries. * Stay up to date with product enhancements, system updates, and new cash management offerings to provide relevant information and guidance to clients. * Partner with the product development team to provide frontline insights and contribute to the design of new products and service enhancements. * Identify cross-sell opportunities based on client needs and usage patterns * Responsible for coordinating training of new team members within the Retail Delivery department. * Assists the immediate supervisor with various administrative tasks to support department operations, as directed, may also be assigned special projects. * Completes all necessary training for his/her job function; engages in opportunities for enhancing knowledge of the position and pursuing career development. * Assist Management team with new processes and projects; review quarterly and strengthen internal controls and assist with other projects and duties as assigned. * Provide world class customer service. Compliance * Comply with applicable bank regulations, such as regulations governing currency transactions, purchase of negotiable instruments, and money laundering (BSA, AML). * Comply with all applicable regulations and Bank policies regarding employment and employment law. * Participate in annual compliance and other job-related training. Relationships and Contacts Internal: Reports to Delivery Services Manager; daily interaction with department Team Members; frequent interaction with Team Members of various departments and levels throughout the Bank. External: Frequent interaction by phone and e-mail with vendors and current customers. Education and Experience * High School diploma or equivalent required, some college preferred. * Minimum 5 years' banking experience with at least 2 years of Internet Banking and/or Cash Management support. Skills and Competencies * Experience training clients on software or digital platforms. * Understanding of fraud prevention tools and techniques, such as Positive Pay, Dual Control. * Thorough understanding of deposit transaction rules and regulations. * Strong analytical and problem-solving skills. * Skill in organizing resources and establishing priorities. * Ability to handle multiple concurrent projects in a high-pressure environment. * Above average computer skills. * Strong in attention to details and accuracy. * Demonstrated experience with Microsoft Outlook, Excel, and Word. * Exceptional customer service skills. * Ability to communicate and interact well with Team Members, customers, and vendors. Working Conditions Traditional office environment with ability to work remotely on a hybrid basis; the office maintains five day a week operation (Monday - Friday) with operational hours of 8:00am - 5:00pm. Physical Demands Penn Community promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees. Please contact Human Resources with questions regarding the physical demands of this position. * Lifting/carrying up to 10 lbs. * Manual dexterity for computer work * Speaking, hearing, and vision are required to perform essential functions Penn community Bank is an equal opportunity employer.
$30k-36k yearly est. Auto-Apply 6d ago
Customer Service Representative- Southampton
Penn Community Bank 4.0
Customer service representative job at Penn Community Bank
* 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. 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 Education and Experience * 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. Penn community Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$29k-36k yearly est. Auto-Apply 6d ago
Client Specialist
Baird 4.7
Bell, PA jobs
About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$75k-107k yearly est. 4d ago
Client Specialist
Robert W. Baird & Co.Orporated 4.7
Blue Bell, PA jobs
About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$76k-108k yearly est. Auto-Apply 5d ago
Senior Client Specialist
Baird 4.7
Pittsburgh, PA jobs
About the Role: As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations-leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You'll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a passion for delivering exceptional service in a dynamic wealth management environment. Check out this video to learn more about the day in the life of our Senior Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies May manage FA and Team's social media presence (website, LinkedIn, X etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 5+ years of prior industry work experience Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms Excellent verbal and written communication skills Detail oriented with an emphasis on accuracy Critical thinking and proactive problem solving skills Good analytical skills with ability to perform semi-advanced math Understanding of compliance regulations including the client complaint process and correspondence policies Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$75k-106k yearly est. 38d ago
Client Specialist
Baird 4.7
Pittsburgh, PA jobs
About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$75k-106k yearly est. 60d ago
Call Center Representative - On Site/Harrisburg, PA
Mid Penn Bancorp 3.9
Harrisburg, PA jobs
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Call Center Representative to join our team in Harrisburg, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview - 100% On Site, Monday - Friday 8:30am-5:00pm in Harrisburg, PA The Call Center Representative is responsible for providing customer service of the highest caliber to persons external to the company by recognizing needs and providing appropriate solutions. The Representative will partner with other internal departments to ensure customer needs are met and any issues are resolved timely. The Representative will follow procedures and policies and seek exception approvals as warranted. This individual will also assist with a variety of operational tasks, crucial for the success of the Operations Department. The Call Center Representative will coordinate work within the department and with other departments to ensure delivery of superior quality service to customers. Essential Duties and Responsibilities * Assists customers, vendors, prospects or other members of the public calling one of Mid Penn's specially designated customer-service telephone numbers. * Recognizes needs and offers viable solutions of products and services to enhance customer relationships and experiences. Provides referrals to other departments or individuals as applicable. * Provides support to the daily operation of the call center, ensuring efficiency and a high customer service level. * Communicates and interfaces with other departments and management personnel as required by efforts to ensure the highest level of service or problem resolution for callers. * Assists Operations Department on other operational tasks, including wire transfer call back procedures, processing of loan payments, internet password resets, debit card activations, and approved debit card limit increases. * May perform assisted transactions to support customers with inquiries in an interactive environment using video and telecommunication equipment, specifically Interactive Teller Machines (ITM). Interacts with customers cashing checks to review check negotiability, proper identification and determine if transaction can be completed. * Assists customers with routine teller machine transactions such as cash and check deposits, cash withdrawals, transfers, loan payments and account balance inquiries. * Maintains customer confidentiality and recognizes Red Flag indicators and acts accordingly. * Ensures work tasks and activities are completed in compliance with company policies and industry regulations. * Prints and mails documents, statement, and other notices. * Sends and responds to email notifications for various purposes including, but not limited to, card limit increases, customer identification/verification, mobile deposit status, etc. * Responds to voicemails. * Assists with varies customer requests and activities, including, but not limited to, card limit increases, travel notifications, password resets, unlocking user profiles (consumer and business), online banking enrollment, address changes, payoff requests, Telebanker PIN resets, stop payments, ACH revocations, card activations, software activation, etc. * Opens/closes teller drawer in Integrated Teller daily - buy/sell cash drawer. * Makes use of the company's Customer Relationship Management system to record customer interactions, helps build trend patterns, or refers complex issues requiring additional follow-up to the appropriate person or department. Education & Qualifications * A high school diploma or equivalent. * A minimum of one (1) year of experience in a retail banking environment or customer service Call Center experience preferred. * Intermittent rotating weekend hours required. * Employee must have the ability to work from home occasionally, for business needs or for business continuity testing, using a personal mobile or home phone and basic computer with Wi-Fi. The company provides remote access technology. * Regular and predictable attendance is required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program; and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applications are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$29k-34k yearly est. 59d ago
Call Center Representative - On Site/Harrisburg, PA
Mid Penn Bancorp Inc. 3.9
Harrisburg, PA jobs
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Call Center Representative to join our team in Harrisburg, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview - 100% On Site, Monday - Friday 8:30am-5:00pm in Harrisburg, PA The Call Center Representative is responsible for providing customer service of the highest caliber to persons external to the company by recognizing needs and providing appropriate solutions. The Representative will partner with other internal departments to ensure customer needs are met and any issues are resolved timely. The Representative will follow procedures and policies and seek exception approvals as warranted. This individual will also assist with a variety of operational tasks, crucial for the success of the Operations Department. The Call Center Representative will coordinate work within the department and with other departments to ensure delivery of superior quality service to customers. Essential Duties and Responsibilities Assists customers, vendors, prospects or other members of the public calling one of Mid Penn's specially designated customer-service telephone numbers. Recognizes needs and offers viable solutions of products and services to enhance customer relationships and experiences. Provides referrals to other departments or individuals as applicable. Provides support to the daily operation of the call center, ensuring efficiency and a high customer service level. Communicates and interfaces with other departments and management personnel as required by efforts to ensure the highest level of service or problem resolution for callers. Assists Operations Department on other operational tasks, including wire transfer call back procedures, processing of loan payments, internet password resets, debit card activations, and approved debit card limit increases. May perform assisted transactions to support customers with inquiries in an interactive environment using video and telecommunication equipment, specifically Interactive Teller Machines (ITM). Interacts with customers cashing checks to review check negotiability, proper identification and determine if transaction can be completed. Assists customers with routine teller machine transactions such as cash and check deposits, cash withdrawals, transfers, loan payments and account balance inquiries. Maintains customer confidentiality and recognizes Red Flag indicators and acts accordingly. Ensures work tasks and activities are completed in compliance with company policies and industry regulations. Prints and mails documents, statement, and other notices. Sends and responds to email notifications for various purposes including, but not limited to, card limit increases, customer identification/verification, mobile deposit status, etc. Responds to voicemails. Assists with varies customer requests and activities, including, but not limited to, card limit increases, travel notifications, password resets, unlocking user profiles (consumer and business), online banking enrollment, address changes, payoff requests, Telebanker PIN resets, stop payments, ACH revocations, card activations, software activation, etc. Opens/closes teller drawer in Integrated Teller daily - buy/sell cash drawer. Makes use of the company's Customer Relationship Management system to record customer interactions, helps build trend patterns, or refers complex issues requiring additional follow-up to the appropriate person or department. Education & Qualifications A high school diploma or equivalent. A minimum of one (1) year of experience in a retail banking environment or customer service Call Center experience preferred. Intermittent rotating weekend hours required. Employee must have the ability to work from home occasionally, for business needs or for business continuity testing, using a personal mobile or home phone and basic computer with Wi-Fi. The company provides remote access technology. Regular and predictable attendance is required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program; and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applications are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.
$29k-34k yearly est. Auto-Apply 58d ago
Senior Client Specialist
Robert W. Baird & Co.Orporated 4.7
Pennsylvania jobs
About the Role: As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations-leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You'll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a passion for delivering exceptional service in a dynamic wealth management environment. Check out this video to learn more about the day in the life of our Senior Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies May manage FA and Team's social media presence (website, LinkedIn, X etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 5+ years of prior industry work experience Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms Excellent verbal and written communication skills Detail oriented with an emphasis on accuracy Critical thinking and proactive problem solving skills Good analytical skills with ability to perform semi-advanced math Understanding of compliance regulations including the client complaint process and correspondence policies Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$76k-108k yearly est. Auto-Apply 40d ago
Client Specialist
Robert W. Baird & Co.Orporated 4.7
Pennsylvania jobs
About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$76k-108k yearly est. Auto-Apply 60d+ ago
Senior Client Specialist
Robert W. Baird & Co. Incorporated 4.7
Franklin Park, PA jobs
About the Role: As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations-leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You'll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a passion for delivering exceptional service in a dynamic wealth management environment. Check out this video to learn more about the day in the life of our Senior Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. * Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. * May schedule client appointments and/or conference room for appointments. * Assemble/generate materials including paperwork and reports for client meetings. * Understand and ensure business adherence with firm and financial industry regulatory policies * May manage FA and Team's social media presence (website, LinkedIn, X etc.). * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * Seek ways to enhance FA(s) business effectiveness and marketability. * Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed * May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. * May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. * Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: * 5+ years of prior industry work experience * Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms * Excellent verbal and written communication skills * Detail oriented with an emphasis on accuracy * Critical thinking and proactive problem solving skills * Good analytical skills with ability to perform semi-advanced math * Understanding of compliance regulations including the client complaint process and correspondence policies * Bachelor's degree preferred, not required. #LI-PWM2 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$75k-106k yearly est. 12d ago
Full-Time Call Center Representative - Member Advisor II - Northeast Philadelphia
American Heritage Credit Union 4.3
Philadelphia, PA jobs
American Heritage Credit Union, a $5 billion credit union has immediate openings available in our Contact Center as a Full-Time Member Advisor II. This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence. Starting compensation from $20.50 - $22.50 per hour based on experience and education with potential for incentives! There is also a $2.00 increase per hour for all time after 5:00PM in the Contact Center along with time worked on Saturdays! Responsibilities Include: Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union in a pleasant, efficient manner via telephone, electronic communications and/ or mail. Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service through the use of the ACS system in order to meet the expectations/ financial needs of the member. Perform various transactions on accounts and research member inquiries including follow up to ensure member satisfaction. Provide education to new Member Advisors I to answer incoming calls, to use all necessary programs to assist the membership, advanced knowledge of Credit Union Products and Services. Act as a resource for the Member Advisors for questions and program support. Provides supervision in the absence of the Member Advisor Supervisor and/or Manager. Inform Supervisor/Manager of the coaching and assistance that was provided to the MA I upon their return. Provide feedback to Member Advisor Supervisor for coaching purposes. Answer escalated calls from Member Advisor I satisfy the member needs by offering alternative solutions, contact the appropriate department for assistance and follow up with the member in the agreed upon time frame. Requirements Include: Must have 1-3 years of prior Contact Center experience or relevant phone/sales experience. Must be flexible and available to work Contact Center hours of operation: Monday- Friday - 7:00 a.m. to 7:00 p.m. & Saturday 9:00 a.m. to 3:00 p.m. Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union. We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match and a friendly, progressive & environmentally friendly work environment. To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
$20.5-22.5 hourly 60d+ ago
Full-Time Call Center Representative - Member Advisor II - Northeast Philadelphia
American Heritage Credit Union 4.3
Philadelphia, PA jobs
Job Description American Heritage Credit Union, a $5 billion credit union has immediate openings available in our Contact Center as a Full-Time Member Advisor II. This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence. Starting compensation from $20.50 - $22.50 per hour based on experience and education with potential for incentives! There is also a $2.00 increase per hour for all time after 5:00PM in the Contact Center along with time worked on Saturdays! Responsibilities Include: Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union in a pleasant, efficient manner via telephone, electronic communications and/ or mail. Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service through the use of the ACS system in order to meet the expectations/ financial needs of the member. Perform various transactions on accounts and research member inquiries including follow up to ensure member satisfaction. Provide education to new Member Advisors I to answer incoming calls, to use all necessary programs to assist the membership, advanced knowledge of Credit Union Products and Services. Act as a resource for the Member Advisors for questions and program support. Provides supervision in the absence of the Member Advisor Supervisor and/or Manager. Inform Supervisor/Manager of the coaching and assistance that was provided to the MA I upon their return. Provide feedback to Member Advisor Supervisor for coaching purposes. Answer escalated calls from Member Advisor I satisfy the member needs by offering alternative solutions, contact the appropriate department for assistance and follow up with the member in the agreed upon time frame. Requirements Include: Must have 1-3 years of prior Contact Center experience or relevant phone/sales experience. Must be flexible and available to work Contact Center hours of operation: Monday- Friday - 7:00 a.m. to 7:00 p.m. & Saturday 9:00 a.m. to 3:00 p.m. Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union. We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match and a friendly, progressive & environmentally friendly work environment. To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
$20.5-22.5 hourly 26d ago
Customer Service Center Representative (Call Center)
QNB Bank 4.2
Quakertown, PA jobs
Job Description FUNCTION: The Customer Service Center Representative is responsible for providing exemplary customer service to incoming callers through various delivery channels, including the telephone and internet. GENERAL DUTIES AND RESPONSIBILITIES: Models Q2 Service and Sales programs with creativity and energy such that goals are achieved, and quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate. Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. Evaluates customer needs through the use of open-ended questions and refers customers to the appropriate resource. Opens, closes, and services every type of deposit product. Completes consumer loan applications. Must have strong QNB product knowledge and actively champion QNB Service and Sales, referral and product campaigns. Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Assumes additional job-related duties as requested. REQUIRED TRAINING, EXPERIENCE, AND EDUCATION: Successful experience working with customers and co-workers. Must complete basic CSR training within the first 6 months of employment. Must complete CSR requirement checklist within 12 months of hire. Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs. Requires excellent reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent. Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures. Must successfully complete ABA Banking Fundamentals within the first year of employment. Must fulfill re-certification requirements for CSR annually. DESIRABLE KNOWLEDGE, ABILITIES, AND SKILLS: Operate standard office and phone equipment, including an adding machine, possess keyboarding and standard computer skills (i.e. Outlook, Word, Excel). Previous or current banking experience. DEPARTMENT HOURS: 8:00 a.m. to 7:00 p.m. Monday through Friday 8:30 a.m. to 4:00 p.m. Saturday
$30k-34k yearly est. 19d ago
Customer Service Center Representative (Call Center)
QNB Bank 4.2
Quakertown, PA jobs
Full-time position currently available in Quakertown, PA. As a CSC Customer Service Representative I, you will serve as the first point of contact for customers seeking assistance with their banking inquiries and concerns. Your primary responsibility is to provide exceptional customer service by addressing their questions, resolving issues, and promoting bank products and services. You will handle a wide range of customer interactions via phone and email, ensuring a positive customer experience and upholding the bank's reputation for excellence. Key Functions: * Customer Support: Respond promptly and professionally to customer inquiries and concerns via phone and email channels. * Issue Resolution: Efficiently and accurately resolve customer issues, including but not limited to account inquiries, transaction disputes, and technical difficulties. * Product Promotion: Educate customers about the bank's products and services, promoting cross-selling and upselling opportunities when appropriate. * Account Maintenance: Assist customers with account maintenance tasks such as password resets, account updates, and address changes. * Compliance: Ensure all interactions and transactions comply with bank policies, procedures, and regulatory guidelines. * Quality Assurance: Meet or exceed established performance metrics, including call quality, response time, and customer satisfaction. * Continuous Learning: Stay informed about the bank's products, services, and industry trends to provide up-to-date information to customers. * Team Collaboration: Collaborate with team members and other bank departments to resolve complex customer issues and improve overall customer service. * Feedback: Provide feedback and insights to management regarding common customer issues and potential process improvements. General Duties and Responsibilities: * Models Q2 Service and Sales programs with creativity and energy such that goals are achieved and quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate. * Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. * Must have strong Product Knowledge skills to evaluate customer needs using open-ended questions and refers customers to the appropriate resource. * Researches and resolves customer problems in a positive and efficient manner. * Assists customers with account information and responds to customer inquiries daily. Reviews, verifies, and executes customer transactions including fund transfers, loan/CC payments, contact information changes, stop payments/written statements of unauthorized debits, VCC maintenance (including disputes, increases, hot cards, warm cards, etc) and orders, MCD increases/inquires, check orders, ACH inquiries, and fraud prevention. Provides navigational assistance with online, mobile and telephone banking. * Follows proposed department schedules and operating policies & procedures as required. * Brings an overall positive attitude to work every day to boost morale within the Department. (Cultivating Culture, Team building, etc.). * Completes assigned compliance training in a timely manner and demonstrates the ability to apply training to their duties and responsibilities. * Required availability of all operating department hours which can include holidays and weekends. * Supportive of community through involvement and participation in local volunteer and/or charitable organizations. * Assumes additional job-related duties as requested. Required Training, Experience, and Education: * Successful experience working with customers and co-workers. * Must complete basic CSR training within the first 6 months of employment. * Must complete additional CSR training requirements as recommended by CSC Manager. * Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs. * Requires basic reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent. * Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures. * Must successfully complete Banking of Fundamentals within the first 18 months of employment. * This position may require compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. * Must fulfill the Continuing Education/Training checklist requirements annually, after first 18 months of employment. Desirable Knowledge, Abilities, and Skills: * Previous or current bank experience. * Customer Service experience in a call center environment. Department Hours: The ideal candidate for this position is expected to be available to work any shifts during the hours that the department is open for business. Hours for this department are: Monday to Friday - 8:00 a.m. to 7:00 p.m. Saturday - 8:30 a.m. to 4:00 p.m.
$30k-34k yearly est. 60d+ ago
Customer Service Center Representative (Call Center)
QNB Bank 4.2
Quakertown, PA jobs
FUNCTION: The Customer Service Center Representative is responsible for providing exemplary customer service to incoming callers through various delivery channels, including the telephone and internet. GENERAL DUTIES AND RESPONSIBILITIES: Models Q2 Service and Sales programs with creativity and energy such that goals are achieved, and quality standards are met or exceeded. Takes personal initiative and is a positive example for others to emulate. Builds customer relationships by being accountable for representing QNB to the customer in a courteous, confidential, and professional manner, and for providing prompt efficient and accurate service in processing transactions through consultative selling and cross-selling in a positive manner. Evaluates customer needs through the use of open-ended questions and refers customers to the appropriate resource. Opens, closes, and services every type of deposit product. Completes consumer loan applications. Must have strong QNB product knowledge and actively champion QNB Service and Sales, referral and product campaigns. Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Assumes additional job-related duties as requested. REQUIRED TRAINING, EXPERIENCE, AND EDUCATION: Successful experience working with customers and co-workers. Must complete basic CSR training within the first 6 months of employment. Must complete CSR requirement checklist within 12 months of hire. Communication skills that model QNB's sales efforts; including the ability to identify and fulfill customers' current and future needs. Requires excellent reading, writing and arithmetic skills. Completion of high school, vocational training or equivalent. Fulfill QNB compliance in operations and security procedures by adhering to government regulations, QNB policy, and established procedures. Must successfully complete ABA Banking Fundamentals within the first year of employment. Must fulfill re-certification requirements for CSR annually. DESIRABLE KNOWLEDGE, ABILITIES, AND SKILLS: Operate standard office and phone equipment, including an adding machine, possess keyboarding and standard computer skills (i.e. Outlook, Word, Excel). Previous or current banking experience. DEPARTMENT HOURS: 8:00 a.m. to 7:00 p.m. Monday through Friday 8:30 a.m. to 4:00 p.m. Saturday
$30k-34k yearly est. 60d+ ago
Account Services Representative I
American Heritage Credit Union 4.3
Philadelphia, PA jobs
Job Description American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records. RESPONSIBILITIES: Conduct quality control audits for all new membership applications and/or updates for errors and notify applicable parties accordingly of items that require correction. Assist with cross-training Account Services staff and branch staff during departmental training. Process all Business Development membership application requests. Process all Fulfillment requests received through fax or email. Virtually assist members/co-workers with questions regarding all products and services within the credit union including, but not limited to: CD's, New Accounts, Account Modifications, Declaration of Loss, and Money Order stop payments. Perform follow up correspondence to obtain missing application information via phone, mail, or email to applicants that applied for membership either through the mail or on‑line. Prepare and mail Welcome Packets when member doesn't receive the packet in the mail. Complete SSA and Medicaid account verifications by the required due date and in accordance with department procedures. Review and enter account owners CIP (Customer Identification Program) data into Verafin. Prepare, scan, and process negotiable items received through Image Center. Answer phone calls, emails and HelpDesk tickets from employees and/or members. REQUIREMENTS: At least one to two years of experience in a credit union or other financial institution. Intermediate mathematical skills required (calculations involving decimals, percentages, fractions, etc.). Must be available to work rotating evening and Saturday hours. Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
$29k-32k yearly est. 13d ago
Account Services Representative III
American Heritage Credit Union 4.3
Philadelphia, PA jobs
American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Account Services Representative III. This position serves as subject matter expert in all areas of Account Services including but not limited to American Heritage Credit Union's deposit-based product and service offerings, member accounts, IRA administration, fiduciary accounts, etc. Engage with members/non-members through needs-based/consultative actions and assist members via remote, video-based experience. RESPONSIBILITIES INCLUDE: Serve as subject matter expert (SME) in the following areas: All American Heritage deposit-based products and services; Electronic/mobile offerings including but not limited to Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc.; All Account Services processes which includes but is not limited to decedent accounts, IRA's, powers of attorney (POA's), trusts, fiduciary accounts, inheritance tax filing, garnishments, CP-2100 processing, etc. Engage with members as their financial consultant/advisor using knowledge of the credit union's products/services to provide solutions to their perceived and unperceived needs. Fulfill lead generation requests submitted via the customer relationship management (CRM) system, Better Lobby, etc. Open new accounts, certificates of deposit, money market accounts, IRA's, club accounts, and sharedraft accounts; Complete necessary documentation for ACH and payroll deductions, and cross-sell products and services to meet member financial needs/goals. Process requests for changes and maintenance to member accounts, check orders, debit card requests, etc. Assist with and resolve complex/specialized account matters such as IRA corrections, decedent account processing, Trust/IRA offerings, etc. Assist members in utilizing self-service technology (i.e.: PAT, Online/Mobile Teller, Bill Pay, etc.). Utilize sales tracking systems, member data warehouse programs, and other tools/systems (i.e.: Data Verity, Better Lobby, etc.) to analyze members' engagement with the credit union and educate them in areas of low engagement. Perform member transactions through a variety of channels which includes but is not limited to video, phone, mail, fax, etc. Prepare/assist with report compilations. Perform/assist with quality control duties with include but are not limited to new accounts, decedent accounts, POA's, etc. Assist management with departmental quarterly SOP procedure review and submit corrections and recommendations as deemed fit. Perform annual required minimum distribution (RMD) review; Manage and resolve member RMD correspondence as requests are received. Effectively describe features and benefits of American Heritage products and services so members may realize how their financial goals can be met. Interview loan applicants, process logs, and prepare loan applications using the automated loan approval system and distribute to loan officers for their approval. DocuSign, mail, or fax applications and/or other pertinent account information to members and prospective members. Gather background information on members through obtaining credit bureau reports and offering alternative cost saving financial solutions to members while enhancing relationships and providing ultimate member service. Assure quality member service by enthusiastically acknowledging members and ensuring they are promptly and professionally assisted. Complete all date of death figures for inheritance tax filing. Provide assistance and backup to all Account Services positions and access all programs needed to assist the membership effectively. QUALIFICATIONS: Three to five years of similar or related experience. Work requires exceptional knowledge of, deposit products, electronic services, and specialty processes completed in Account Services. Knowledge of interviewing skills and conversational techniques required. Must have the ability to apply broader aspects of established practices to situations which go beyond clear, concise guidelines. Work requires intermediate working knowledge of Word and Excel and advanced knowledge of Better Lobby, Data Verity, Meridian Link (XA) and Symitar. Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees. To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
$29k-32k yearly est. 57d ago
Account Services Representative I
American Heritage Federal Credit Union 4.3
Philadelphia, PA jobs
American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records. RESPONSIBILITIES: * Conduct quality control audits for all new membership applications and\/or updates for errors and notify applicable parties accordingly of items that require correction. * Assist with cross-training Account Services staff and branch staff during departmental training. * Process all Business Development membership application requests. * Process all Fulfillment requests received through fax or email. * Virtually assist members\/co-workers with questions regarding all products and services within the credit union including, but not limited to: CD's, New Accounts, Account Modifications, Declaration of Loss, and Money Order stop payments. * Perform follow up correspondence to obtain missing application information via phone, mail, or email to applicants that applied for membership either through the mail or on‑line. * Prepare and mail Welcome Packets when member doesn't receive the packet in the mail. * Complete SSA and Medicaid account verifications by the required due date and in accordance with department procedures. * Review and enter account owners CIP (Customer Identification Program) data into Verafin. * Prepare, scan, and process negotiable items received through Image Center. * Answer phone calls, emails and HelpDesk tickets from employees and\/or members. REQUIREMENTS: * At least one to two years of experience in a credit union or other financial institution. * Intermediate mathematical skills required (calculations involving decimals, percentages, fractions, etc.). * Must be available to work rotating evening and Saturday hours. Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees. ","
$29k-32k yearly est. 12d ago
Call Center - Virtual Member Experience Advisor - Financial Account Specialist
American Heritage Credit Union 4.3
Philadelphia, PA jobs
American Heritage Credit Union, a $5 billion credit union, has an immediate opening available for our new Virtual (Video) Member Experience Advisor Division! This position is based out of our Main office in Northeast Philadelphia! These advisors will provide a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Engage with members/non-members through needs-based/consultative actions via remote and video-based experience. RESPONSIBILITIES INCLUDE: Serve as a subject matter expert as it relates to all American Heritage deposit and loan-based products and services. Serve as a subject matter expert as it relates to American Heritage electronic/mobile offerings which includes but is not limited to: Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc. Engage members as their financial consultant/advisor using knowledge of the credit union's products/services to provide solutions to their perceived and unperceived needs. Fulfill lead generation requests submitted via customer relationship management (CRM), Better Lobby, etc. Open new accounts, certificates of deposit, money market accounts, cash management accounts, IRA's, club accounts, and sharedraft accounts. Complete necessary documentation for ACH and payroll deductions, input mortgage applications and cross-sell products and services to meet member financial needs/goals. Process loan applications, input data, review loan decisions and options with member, prepare supporting loan documentation, compile loan documents for signature and disbursement ensuring accuracy and completeness of loan, and process denials as necessary. Process requests for changes and maintenance to member accounts, check orders, debit card requests, etc. Assist members with how to use self-service technology (eg. PAT, Online/Mobile Teller, Bill Pay, etc.). Utilize sales tracking systems, member data warehouse programs, as well as other tools/systems (eg. Data Verity, Better Lobby, etc.) to analyze members' engagement with the credit union and educate members in areas of low engagement. Achieve stated goals/objectives set-forth for positions which includes but is not limited to closed loans, new memberships, e-services penetration, etc. Provide assistance and backup to all Contact Center advisor positions (PAT, Concierge, Member Advisor, etc.) and access all programs needed to assist the membership accordingly. QUALIFICATIONS: Three to five years of similar or related experience. Specifically, at least one year of experience in a call center of a credit union or financial institution. Associate's Degree in Business Administration or a related field or the equivalent experience required. Must be flexible and available to work Call Center hours of operation: Monday-Friday 7:00 a.m. to 7:00 p.m. and rotating Saturdays 9:00 a.m. to 3:00 p.m.) FICEP certification (to be completed after hire date). Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
$28k-31k yearly est. 60d+ ago