Customer Service Representative

Peoples Bank is seeking a Customer Service Representative to deliver exceptional support to personal and business banking customers. In this frontline role, you'll assist clients with accounts, deposits, loans, online banking, and card services while resolving inquiries accurately and efficiently. You'll educate customers on products, identify cross sell opportunities, and follow strict security and compliance standards. Working in a respectful, collaborative team, you'll contribute to community-focused banking, support customer satisfaction goals, and grow your skills through ongoing training and development opportunities.

Responsibilities

• Serve as primary contact for customer inquiries via phone, in person, and digital channels
• Assist customers with deposits, withdrawals, transfers, and account maintenance
• Support online and mobile banking enrollment, troubleshooting, and education
• Resolve customer issues, researching and escalating complex problems as needed
• Promote bank products and services that meet customer needs while following compliance standards
• Verify customer identity and follow security protocols to prevent fraud
• Document customer interactions in systems accurately and in a timely manner
• Meet or exceed service, quality, and productivity metrics
• Collaborate with team members to improve processes and customer satisfaction
• Participate in ongoing training on products, systems, and regulatory requirements

Required Skills

• Customer service in banking or financial services
• Banking products and account operations
• Cash handling and transaction processing
• CRM and core banking systems
• Online and mobile banking support
• Regulatory and compliance awareness (e.g., KYC, AML basics)
• Fraud prevention and security procedures
• Professional phone and written communication
• Problem-solving and de-escalation
• Basic math and data entry accuracy