Banking Customer Support Specialist (Onsite)

Sutherland Company; Tulsa (OK); On-site; USD 21,000 - 30,000; Full time

Job summary

Sutherland Company in Tulsa, OK seeks a customer service representative to handle routine banking inquiries and online banking tasks. You will verify identities, provide support for enrollment, and document interactions for follow-up. The role emphasizes accuracy, security, and a positive customer experience.

On-site position requiring strong communication, multitasking across systems, and adherence to privacy and compliance procedures. Experience in call centers or banking is valued.

Qualifications

• Call center experience preferred.
• Banking experience preferred.
• High school diploma or GED.

Responsibilities

• Respond to inbound customer inquiries regarding banking products, account balances, transaction history, interest rates, and general product information.
• Perform customer identity verification and follow required security, privacy, and compliance procedures.
• Assist customers with online banking enrollment, password resets, account unlocks, navigation, and basic technical support.
• Create and route cases for requests that require additional processing or research, including account maintenance, account closures, money movement, fraud/disputes, complaints, and other service requests.
• Accurately document customer interactions, requests, actions taken, and required follow-up.
• Maintain professional phone etiquette and provide a positive customer experience, including when handling difficult or sensitive situations.
• Meet established performance expectations, including quality, accuracy, schedule adherence, productivity, and customer service standards.

Skills

Call center experience

Education

High school diploma or GED

Job description

Sutherland Company in Tulsa, OK seeks a customer service representative to handle routine banking inquiries and online banking tasks. You will verify identities, provide support for enrollment, and document interactions for follow-up. The role emphasizes accuracy, security, and a positive customer experience.

On-site position requiring strong communication, multitasking across systems, and adherence to privacy and compliance procedures. Experience in call centers or banking is valued.