Client Service Representative
Job Type
Full-time
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.