Client Support Representative at Regent Bank – Tulsa, Oklahoma

Summary:

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.

Essential Duties and 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.

Education And/Or Experience:

• High School Diploma or equivalent.
• One year of previous banking experience required.

Knowledge/Skills/Abilities:

• 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.

Physical Requirements:

• Must be able to exert up to 25 pounds of force occasionally and/or a negligible amount of force frequently.
• Must occasionally lift and/or move up to 25lbs.
• Specific vision abilities required by this job include close vision and the ability to adjust focus.
• Sitting for long periods.

Working Conditions:

The working conditions are generally comfortable, with minimal exposure to noise, heat, dust, and other related items. All employees are required to maintain a neat and safe work area.