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Client Support Representative

2 months ago


Lawton, Oklahoma, United States Liberty National Bank Full time
Job Overview

Position Level
Entry Level

Location
Liberty National Bank Corporate

Remote Work
N/A

Employment Type
Undisclosed

Educational Requirement
High School Diploma

Compensation
Undisclosed

Travel Requirements
None

Work Schedule
Monday to Friday with rotating Saturdays

Industry Category
Banking

Position Summary

As a Client Support Representative, you will be responsible for efficiently handling incoming calls while delivering outstanding customer service. Your role will involve assisting customers in resolving issues, providing general information, or directing them to the appropriate representative. You will be expected to manage multiple tasks daily, balancing calls with other responsibilities while ensuring a positive customer experience.

Key Responsibilities
  • Respond to incoming calls, assess the needs of the caller, and verify their identity to minimize their time and effort in addressing their concerns.
  • Execute transactions for clients, such as transferring funds, stopping payments, closing and reordering debit cards, and providing balance and transaction details, ensuring their needs are met efficiently and courteously.
  • Identify and inform customers about products and services that may be beneficial to them.
  • Assist customers with online and mobile banking applications, including setup and troubleshooting.
  • Handle wire transfers, charge-offs, overdraft protection, exception item processing, and other daily tasks.
  • Adhere to all company policies and procedures, as well as applicable laws and regulations.
  • Perform additional duties as assigned.
Qualifications and Skills
  • Six months to two years of relevant experience, including time in preparatory roles.
  • A high school diploma or equivalent is mandatory.
  • Exemplary courtesy, tact, and diplomacy are essential for this position, which involves personal interactions with individuals both inside and outside the organization.
ADA Compliance
  • Physical Demands: Primarily sedentary work with limited physical exertion. Must be able to operate standard office equipment and perform computer work for extended periods.
  • Work Environment: Indoor work in a climate-controlled area with minimal noise.
  • Mental and Emotional Requirements: Ability to work independently or as part of a team, follow written and oral instructions, and communicate clearly and effectively.
Liberty National Bank is an equal opportunity employer, including individuals with disabilities and veterans.