Client Service Representative at Blue Sky Bank

Tulsa, Oklahoma, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Aug, 26

Salary

0.0

Posted On

13 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Cash Handling, Account Services, Consumer Lending Support, Transaction Processing, Fraud Prevention, Digital Banking, Virtual Teller Services, Compliance, Problem Solving, Communication Skills, Attention To Detail, Multi-tasking, Analytical Skills, Account Maintenance, Regulatory Standards

Industry

Banking

Description

Description Join Blue Sky Bank as a Client Service Representative! We’re looking for a customer-focused, detail-oriented Client Service Representative who thrives in a fast-paced banking environment and enjoys delivering high-quality service through multiple channels. This role is ideal for someone who values autonomy, teamwork, and building meaningful client relationships while supporting modern banking solutions. If you’ve mastered branch-level transactions and customer service, this role allows you to leverage those skills in a more dynamic, multi-channel environment with greater exposure and responsibility. You’ll gain hands-on experience across multiple areas, including account services, consumer lending support, transaction processing, and fraud prevention - skills that position you well for future roles in banking operations, lending, or leadership. What You’ll Do Be the trusted first point of contact for customers across all bank branches, delivering exceptional service via phone, digital, and virtual teller interactions. Provide clear, confident guidance on banking products and services while resolving account issues with accuracy and care. Perform ITM virtual/video teller services, maintaining a professional, camera-ready presence and workspace. Open, review, verify, and maintain consumer and business deposit accounts with efficiency and attention to detail. Process consumer loan applications in accordance with bank policies and regulatory standards. Support customers with Digital Banking, debit card services, wire transfers, stop payments, check orders, and ongoing account maintenance. Ensure transaction accuracy through daily balancing, documentation, hold placement, and verification of signatures and endorsements. Serve as a key connector between Retail Banking and Deposit Operations to streamline service and improve customer outcomes. Proactively identify customer needs and recommend tailored products and services to deepen relationships and increase customer value. Protect customers and the bank by following strict authentication protocols and remaining vigilant for fraud, scams, and security risks. Stay current on banking regulations, compliance requirements, and internal procedures using bank systems and resources. Work independently with minimal supervision while collaborating with a high-performing, supportive team. Maintain reliability, accountability, and professionalism while meeting service standards and deadlines. What Sets You Apart Passion for delivering exceptional customer experiences Strong communication skills and a solution-oriented mindset Comfort with digital tools, virtual interactions, and evolving banking technology High attention to detail and commitment to accuracy and compliance Ability to prioritize, adapt, and remain calm in a fast-paced environment Work Expectations Full-time, in-bank presence (approximately 40 hours per week) Saturday availability as needed Willingness to travel between branches based on business needs Take on additional responsibilities as assigned Requirements Required Qualifications: Education: High School Diploma or GED. Associate degree or equivalent experience, preferred. Experience: 2+ years of banking experience, including customer service and cash handling experience, required. Call Center experience preferred. Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation. High level of professionalism and integrity. Service-oriented, polite, and respectful. Flexible, adaptable, and willing to continuously learn. Strong analytical and problem-solving abilities. Excellent written and verbal communications skills. Ability to work both independently and as part of a team. Ability to prioritize tasks, multi-task, and meet deadlines. Ability to navigate multiple computer systems and programs. Strong work ethic and attention to detail.

Responsibilities

Serve as the primary point of contact for customers via phone, digital, and virtual channels to manage accounts and process loan applications. Ensure transaction accuracy and security while proactively recommending banking products to deepen client relationships.