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Blue Sky Bank · 2 days ago

Client Service Representative

Tulsa,OK,US

Full-time

Onsite

Entry, Mid Level

2+ years exp

Blue Sky Bank is seeking a Client Service Representative to assist customers with a variety of bank products and services. The CSR will provide excellent customer service, handle inbound and outbound calls, and perform various banking functions while fostering a supportive work environment.

BankingFinanceFinancial Services

Responsibilities

Acts as a Team Member of the Client Service Center as a first point of contact for incoming calls for all bank branches

Provides professional and excellent customer service by promptly handling inbound and outbound calls for various bank branches

Explains bank services, answers questions, and resolves account problems within their Client Service Center responsibilities ensuring customer satisfaction

Performs ITM virtual/video teller functions for various bank branches always maintaining a professional, camera-ready appearance and workspace

Works independently with little management oversight and is a valued resource to teammates

Takes and processes consumer loan applications following bank guidelines

Opens and maintains new consumer and business accounts independently while maintaining a positive customer experience with minimal delays in processing

Acts as a liaison between Retail Banking and Deposit Operations by gaining knowledge in both areas

Assists customers with Digital Banking services

Promotes bank products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships

Opens and maintains new consumer deposit and savings accounts

Reviews and verifies new accounts

Performs maintenance on consumer accounts

Performs Debit Card functions in Payments One

Assists customers and input check Stop Payment Requests

Independently assists customers with wire transactions and processing ensuring verification and compliance

Verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction

Organizes balances and proofs cash daily to maintain accurate account transactions processed

Identifies payees and verifies signatures and endorsements

Maintains bank accounts by ordering checks and debit cards

Enters data into appropriate Retail logs

Assists customers with Digital Banking related questions

Uploads required retail documents into appropriate systems

Utilizes SharePoint as a resource for policies and procedures

Identifies whether an item requires that a hold be placed and follows procedures to place the hold

Promptly and professionally greets customers as well as thanks them for their business

Provides professional and excellent customer service by being friendly, courteous, cooperative, attentive, and efficient when working with all customers, vendors, and bank employees

Attracts and retains customer relationships by providing accurate and timely customer service

Answers customer questions and resolves related account problems to ensure customer satisfaction

Responds promptly and professionally to customer inquiries, ensuring a positive experience

Resolves customer issues efficiently, maintaining a calm and courteous demeanor, to ensure customer satisfaction

Exceeds customer expectations by going the extra mile to provide exceptional service

Maintains thorough knowledge of products and services to offer accurate information and solutions

Collects and acts on customer feedback to continuously improve service quality

Collaborates effectively and constructively with all bank employees, fostering a supportive and positive work

Contributes to team goals by sharing knowledge, skills, and resources

Demonstrates reliability and accountability in completing tasks and meeting deadlines

Encourages and motivates team members, celebrating successes and learning from challenges together

Promotes bank products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships

Follows strict authentication protocols for all customer interactions

Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements

Recognizes red flags, scams, fraud, phishing, etc

Performs responsibilities during Bank hours by being physically present in the Bank an average of 40 hours each week based on business needs

Availability to work Saturdays as necessitated by business needs

Travels between branches as needed

Performs other responsibilities as assigned by management