Client Services Representative

2 weeks ago

Ada, Oklahoma, United States Vision Bank Full time
Position Overview

Vision Bank has proudly supported the community in southeast Oklahoma for over 120 years, fostering a strong sense of local pride and an unwavering commitment to our clients. Our employees are our greatest asset, and we strive to promote a healthy work-life balance, offer a comprehensive benefits package, and encourage a lifestyle that prioritizes well-being.

Role Summary

We are seeking a qualified individual to take on the role of Personal Banker I. In this position, you will deliver outstanding service to clients in a courteous and professional manner, gain in-depth knowledge of Vision Bank's offerings, efficiently process transactions, and adhere to all company and industry regulations. This role presents an exciting opportunity to thrive in a dynamic environment with a competitive salary and benefits.

Key Responsibilities

Your primary focus will be to provide exceptional experiences that foster, grow, and maintain long-term relationships with individual and small business clients. You will have the opportunity to positively impact our clients' financial journeys by understanding their needs and presenting them with the best products and services available.

As a Personal Banker at Vision Bank, you will be part of a supportive team that encourages your growth and celebrates your achievements. Our leadership team is dedicated to assisting you in your professional development, ensuring you have the necessary tools and resources to succeed. You will be expected to contribute positively to the team environment and embrace new challenges daily.

Daily Activities

  • Conduct efficient transactions, build relationships with clients, and identify opportunities to assist clients in achieving their financial objectives.
  • Manage customer requests and prioritize urgent needs while maintaining high-quality service.
  • Collaborate with various departments to fulfill client requirements.
  • Maintain comprehensive knowledge of all banking products and services, as well as company systems, while strictly adhering to policies and regulations.
  • Engage in continuous learning through exposure to diverse financial scenarios and collaboration with different teams across Vision Bank.

Required Skills and Qualifications

Technical Skills: Proficiency in navigating multiple applications and educating clients on banking technology is essential. A solid understanding of basic math is necessary, although much of the work is automated.

Communication Skills: Daily interactions with clients and colleagues require empathy and emotional intelligence.

Attention to Detail: Adhering to banking standards and recognizing when to escalate issues is crucial. The fast-paced environment demands accuracy and thorough follow-through.

Education and Experience: A high school diploma or equivalent is required, along with 1-2 years of experience in customer service or cash handling preferred.

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