Client Support Representative

Regent Bank; Tulsa (OK); On-site; USD 32,000 - 40,000; Full time

Job summary

Regent Bank in Tulsa, OK is seeking a Client Support Representative to be the first point of contact for customers by phone. You will handle inquiries, guide callers to the right services, and support banking tasks with courtesy and efficiency.

This role emphasizes strong communication, accuracy, and the ability to work under deadlines while collaborating with colleagues across departments to resolve issues and ensure a positive customer experience.

Qualifications

• High School Diploma or equivalent.
• One year banking experience preferred.
• Strong verbal and written communication skills.
• Proficiency with MS Office (Excel, Word, PowerPoint).

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.
• Research and resolve customer inquiries and issues.
• Provide bank services during calls including credit and deposit services.
• Process documentation and ensure proper documentation before sending to deposit operations.
• Collaborate within and across teams and other departments.
• Other duties as assigned.

Skills

Verbal communication

Written communication

Detail oriented

Customer service

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

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.