Banking Services Representative

Location : Boyertown, PA, 19512

Job Type : Other

Date Posted : 27 April 2026

Banking Services Representative

Role Overview:

The role requires flexibility to travel between financial centers and work within scheduled branch hours, excluding Sundays.As a Banking Services Representative, you will be responsible for delivering a seamless customer experience by handling both service and sales functions, processing financial transactions, managing account activities, and promoting appropriate banking solutions to help clients achieve their financial goals.

Key Responsibilities:

Accurately process teller transactions in alignment with bank policies and procedures.
Initiate and support sales conversations and referral opportunities with customers.
Open new accounts and manage account maintenance and service requests.
Use CRM systems to strengthen customer relationships through personalized engagement.
Ensure compliance with all regulatory requirements, internal policies, and risk standards.
Assist customers in using digital banking tools and self-service platforms.

Qualifications:

High school diploma or equivalent is required.
Minimum of 12 months of experience in customer service or sales.
6–12 months of cash handling experience is preferred.

Additional Information:

Must comply with all company policies, procedures, and training requirements. Additional duties may be assigned as needed.

About Us:

Our organization is built on strong values, continuous development, and a commitment to positively impacting the communities we serve. We encourage work-life balance, inclusivity, and a technology-driven environment that enhances both employee and customer experiences.

Equal Opportunity Employer:

We are committed to providing equal employment opportunities to all individuals regardless of protected status.

Work Authorization:

Candidates must be authorized to work in the United States without current or future sponsorship requirements.