Client Service Representative

Join Blue Sky Bank as a Client Service Representative!  

Job Summary: 

A Client Service Representative (“CSR”) is a critical role on the front lines assisting customers with a variety of bank products and services. The CSR position requires knowledge of universal banker (teller) transactions as well as operational functions. A CSR provides excellent customer service by being friendly, courteous, cooperative, attentive, and efficient when working with all customers, vendors, and bank employees. A CSR prioritizes collaboration and constructive work-relationships with all bank employees, fostering a supportive and positive environment. A CSR is the first point of contact for incoming calls for all bank branches as well as performs ITM teller functions for various bank branches.

Key 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.

Required Qualifications: 

• Education: High School Diploma or GED. Associate degree or equivalent experience, preferred.
• Experience: 2-3 years of bank and/or call center experience including customer service and cash handling experience required. 
• Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation.  
• High level of professionalism and integrity. 
• Service-oriented, polite, and respectful. 
• Flexible, adaptable, and willing to continuously learn. 
• Strong analytical and problem-solving abilities. 
• Excellent written and verbal communications skills.  
• Ability to work both independently and as part of a team. 
• Ability to prioritize tasks, multi-task, and meet deadlines.
• Ability to navigate multiple computer systems and programs.
• Strong work ethic and attention to detail.  

Why Join Us?

We offer a supportive team environment, opportunities for career development, and the chance to make a meaningful impact in our customers’ financial lives. If you’re passionate about service and ready to grow your career, we’d love to hear from you.

This position is fully in-person, in Tulsa, Oklahoma.