Client Support Representative

Regent Bank • Tulsa, OK

8d

About The Position

The Client Support Representative (CSR) is the first point of contact for customers and all phone calls coming into the bank. The calls will include customer issues, balance inquiries, and questions on products and services. The CSR must assist customers with their needs while being friendly, courteous, efficient, and cooperative.

Requirements

• High School Diploma or equivalent.
• One year of previous banking experience required.
• Knowledge of Microsoft Office applications (Excel, Word, PowerPoint).
• Strong verbal and written communication skills.
• Detail-oriented and able to work under pressure of deadlines.
• All candidates must complete a pre-employment background, credit, and drug screening.

Responsibilities

• Provide excellent customer service by handling inbound and limited outbound calls.
• Responds to inquiries and determine the appropriate response or direction for the caller.
• Responsible for researching and resolving customer inquiries and issues.
• Responsible for providing bank services while on customer calls, including credit and deposit services.
• Collect stop payment notices and review documentation for completeness.
• Process documentation and ensure proper documentation before sending to deposit operations for client requests.
• Ability to collaborate within and across teams and other departments.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED