Client Service Representative

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.

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.