What are the responsibilities and job description for the Client Service Representative position at Blue Sky Bank?
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.