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Client Support Representative

3 months ago

Tulsa, Oklahoma, United States Regent Bank Full time

Summary:
The Client Support Representative (CSR) serves as the first point of contact for customers. The CSR is the first point of contact for all phone calls coming into the bank. The calls will include customer issues, balance inquiries, and questions on products and services. The Customer Support Representative 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 determines 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 which include 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.
  • Complete new account opening for Regent Bank Corporate new accounts and brokered Certificate of Deposit new accounts. Perform renewal, maintenance and service on these accounts.
  • Other duties as assigned.

Education And/Or Experience:

  • High School Diploma or equivalent.
  • One year of previous teller, account opening, or banking customer service experience preferred.

Knowledge/Skills/Abilities:

  • Knowledge of Microsoft Office applications (Excel, Word, Powerpoint).
  • Strong verbal and written communication skills.
  • Detail oriented and ability to work under pressure of deadlines.
  • All candidates will be required to 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 negligible amount of force frequently.
  • Must be able to 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 of time.

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.

Qualifications