Customer Service Representative, PF

1 week ago Be among the first 25 applicants

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Assist inbound customers inquiries via the telephone and emails to customer service call center in a timely, accurate and courteous manner.

Essential Functions/Responsibilities Follows Agile established guidelines regarding customer service and delivers excellent customer service in accordance with Valley’s and Agile’s mission statements. Services customers’ needs and inquiries; recommend on-line account access, and assists with other service needs. Discuss/loan products with existing and prospective customers. Follow up on all commitments to contribute to department service level standards. Prepare written correspondence to inquiries via e-mail or other methods of communication.

Give basic rate and term exceptions to our Insurance Agency clients within specific underwriting guidelines. Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. Adhere to the VNB Code of Conduct and Service Quality Standards as well as department standards.

Accept and execute other duties and responsibilities as assigned. Complete required annual regulatory training courses on a timely basis

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job High School Diploma or GED. Minimum of two years high volume call center experience. Prior Banking and/or Premium Finance experience. Ability to demonstrate a working knowledge of premium finance products, services, and policies Ability to understand and utilize premium finance system, computer and databases. Demonstrate a professional manner and team spirit.

Excellent verbal communication skills. Ability to write simple correspondence Professional phone etiquette. Ability to work as a team. Preferred Knowledge and Skills Bilingual preferred. Level of Complexity and Scope Degree of Independence and Decision-Making Follows established guidelines Required Supervisory Responsibilities No direct supervision Physical Requirements Must be able to remain in a stationary position 90% of the time. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

The person in this position communicates on the phone 90% of the time. The person in this position frequently communicates with customers and peers within own department or other departments. Must be able to exchange accurate information. Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures.

This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions. It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

At first financial bank, our mission is clear: to be the best bank to do business with, the best place to work, and the best financial partner for our shareholders and the communities we serve. We believe that how we work is just as important as what we achieve. That’s why we’re guided by core values that shape everything we do:
Doing the right thing Teamwork Mutual respect Wellbeing Excellence Our success starts with our people. We know that when our associates are talented, engaged, and supported, they create outstanding results. If you're looking to be part of a team that values integrity, inclusion, and collaboration—and where your growth matters—you’ll find your future here.

• Entry level

• Full-time

• Other
• Banking, Financial Services, and Investment Management