Customer Service Associate

Sutherland; Tulsa (OK); On-site; USD 36,000 - 52,000; Full time

Job summary

Sutherland in Tulsa, OK is seeking a customer service associate to support banking customers via phone and online channels. The role emphasizes accurate, first-call resolution and professionalism while handling routine banking inquiries and basic technical support.

You will verify identities, follow privacy and security protocols, document interactions, and route more complex requests to correct teams. Excellent communication and empathy are essential.

Qualifications

• Call center experience preferred.
• Banking experience preferred.
• High school diploma or GED required.
• Excellent verbal and written communication skills.
• Strong customer service and empathy.
• Basic problem-solving and attention to detail.
• Ability to multitask across multiple systems.
• Follow data privacy and regulatory procedures.
• Professional phone etiquette.
• Ability to learn banking terminology and online processes.

Responsibilities

• Respond to inbound inquiries about products, balances, history, rates, and general banking info.
• Verify customer identity and follow security, privacy, and compliance procedures.
• Assist with online banking enrollment, password resets, unlocks, and basic tech support.
• Create and route cases for requests needing further processing.
• Document interactions, requests, actions taken, and follow-up needed.
• Use tools to resolve issues and escalate when needed.
• Maintain professional phone etiquette and deliver a positive experience.
• Meet performance expectations for quality, accuracy, and productivity.
• Work well independently and as part of a team.
• Performs other related duties as assigned.

Skills

Call center experience

Banking experience

Excellent communication

Active listening

Customer empathy

Attention to detail

Problem solving

Teamwork

Time management

Education

High School diploma or GED

Job description

Company Description

At Sutherland, you can grow your own way, do interesting things, and be yourself. Our teams thrive in an environment of diversity of thought, experiences, and background – we celebrate and embrace our diversity, whole-heartedly.
Serve as the primary point of contact for our banking customers, providing customer service and support for routine banking inquiries related online banking, account maintenance, and other standard requests. Focus on accurate, efficient first-call resolution while recognizing issues that require escalation.

Job Description

• Respond to inbound customer inquiries regarding 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.
• Use available tools, procedures, and resources to resolve routine customer issues and identify when escalation to a senior agent or specialized support team is required.
• 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.
• Work effectively both independently and as part of a team.
• Perform other related duties as assigned.

Qualifications

• Call center experience preferred
• Banking experience preferred
• High school diploma or GED
• Excellent verbal and written communication skills.
• Strong customer service, active listening, and customer empathy skills.
• Basic problem-solving skills and strong attention to detail.
• Basic computer proficiency and ability to navigate and multitask across multiple systems.
• Professional phone etiquette and ability to communicate clearly with customers.
• Ability to learn basic banking terminology, deposit products, online banking processes, and case documentation standards.
• Ability to follow data privacy, security, regulatory, and operational procedures.
• Adaptability, accountability, teamwork, time management, and professionalism.

Additional Information

EEOC and Veteran Documentation
During employment, employees are treated without regard to race, color, religion, sex, national origin, age, marital or veteran status, medical condition or handicap, or any other legally protected status.
At times, government agencies require periodic reports from employers on the sex, ethnicity, handicap, veteran and other protected status of employees. The purpose of this Administrative EEO Record is for statistical analysis only and is used to comply with government record keeping, reporting, and other legal requirements. Periodic reports are made to the government on the following information. The completion of the Administrative EEO record is optional. If you choose to volunteer the requested information, please note that all
Administrative EEO Records are kept in a Confidential File and are not part of your Application for Employment or Personnel file.
Please note: YOUR COOPERATION IS VOLUNTARY. INCLUSION OR EXCLUSION OF ANY DATA WILL NOT AFFECT ANY EMPLOYMENT DECISION.