Customer Service Associate On-site

Sutherland; Tulsa (OK); Sur place; USD 30 000 - 42 000; Plein temps

Résumé du poste

Sutherland in Tulsa, OK is seeking an on-site customer service representative to support banking customers with routine inquiries, online banking enrollment, and account maintenance. You will verify identities, document interactions, and route cases for additional processing while maintaining a positive customer experience.

High school diploma or GED required, with strong communication and customer service skills.

Qualifications

• Excellent verbal and written communication skills.
• Strong customer service, active listening, and empathy.
• Basic problem-solving skills and attention to detail.
• Ability to navigate multiple systems with basic computer proficiency.
• Professional phone etiquette and clear communication with customers.

Responsabilités

• Respond to inbound banking inquiries regarding products, balances, and history.
• Verify customer identity and follow security and privacy procedures.
• Assist with online banking enrollment, password resets, and navigation.
• Create and route cases requiring follow-up or research.
• Document interactions, actions, and required follow-up accurately.
• Resolve routine issues and escalate when necessary to senior agents.
• Maintain professional phone etiquette and positive customer experience.
• Meet performance expectations for quality, accuracy, and productivity.
• Work independently and as part of a team.

Connaissances

Excellent communication

Customer service

Active listening

Problem solving

Detail oriented

Formation

High school diploma or GED

Description du poste

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.
Work on-site.

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.