Customer Service Representative - Urbana Office

Park National Bank - Urbana, OH

Full-time - Entry Level

Urbana, OH

Credit Intermediation and Related Activities

About the position

The Customer Service Representative at Park National Bank is responsible for providing exceptional service to customers and bank associates, ensuring adherence to the bank's standards. This role involves customer account management, processing requests, and promoting digital product adoption while supporting branch operations.

Responsibilities

• Serve customers, prospective customers, and bank associates promptly and professionally according to Park Promises and Serving More standards.
• Manage customer and account origination, retention, and maintenance for Retail Deposit Accounts and Digital Products.
• Process customer requests and respond to inquiries made by phone, virtually, in person, or through digital channels.
• Execute retail banking initiatives through consultative relationship management.
• Act as an advocate for digital product adoption for customers and internal support for branch associates.
• Cross-sell products and services and perform related clerical functions for account maintenance.
• Assist Branch Management with daily operations, including pulling customer reports and gathering data.
• Make product referrals to other Lines of Business and subject matter experts.
• Complete ongoing training in product knowledge, digital products, financial services, and sales-oriented training.
• Maintain compliance with the bank's requirements and apply them to daily tasks.
• Deliver a consistent, high level of service within the Serving More standards.

Requirements

• High School diploma or equivalent required.
• Four or more years of teller experience preferred.
• Strong familiarity with bank and branch functions, policies, and procedures required.

Nice-to-haves

• Experience in sales is preferred.