Client Support Representative
About this role
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 issue’s, 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.
- Other duties as assigned.
Education And/Or Experience:
- High School Diploma or equivalent.
- One year of previous banking 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.
Regent Bank is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law.
Company at a glance
Evolving with Excellence for Over a Century
Established over 100 years ago, Regent Bank has experienced transformative growth since being acquired by Regent Capital Corporation in 2008. From our humble beginnings as a community bank with $72 million in assets, we have expanded into a formidable regional business bank, now serving clients across six major markets with assets exceeding $1.7 billion.
At Regent Bank, we are deeply proud of our roots in Nowata, OK, and equally excited about our presence in the vibrant cities of Tulsa, Broken Arrow, Oklahoma City/Edmond, Springfield, MO, and our newest addition, Frisco, TX. Our growth is fueled by a commitment to excellence and a deep understanding of the unique needs of the businesses and communities we serve.
Our approach to banking is simple yet powerful: listen intently, respond rapidly, and deliver superior solutions. By focusing on providing a premium client service experience, we ensure that each decision is timely, each interaction is valuable, and every client relationship is treated with the utmost importance.
As we look to the future, Regent Bank remains dedicated to building on our legacy of trust and innovation, driving growth for our clients, and enhancing the economic well-being of the communities we are privileged to serve.
Member FDIC & Equal Housing Lender.
Tired of cold applications?
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Know someone who'd be great for this?