Call Center Support - Client Services Representative

As a Client Services Representative at Smart Bank, you will deliver exceptional service to our clients across multiple channels, including phone, chat, email, and online banking.

Medical, dental, vision, life and disability insurance; a 401(k) plan with 4% employer match; paid time off (PTO), Smart Flex Days, and 11 paid company holidays; paid community involvement; company apparel; tuition reimbursement.

• Uphold Smart Bank core values and culture commitment.
• Provide client service and relationship support: communicate effectively, recommend products, and maintain account information.
• Manage account maintenance tasks: stop payments, disputes, balance inquiries, transitions, and check orders.
• Support debit card needs: fraud alerts, transaction questions, travel notices, POS limit increases, and ordering new cards.
• Offer online banking support: access/reset password, third‑party app assistance, enrollment, bill pay, and external transfers.
• Process mortgage service requests and treasury management support, including password resets and equipment troubleshooting.
• Assist private banking clients and handle mergers and acquisitions support during extended hours.
• Act as first point of contact for client communication across departments such as Loans, Treasury, e‑Banking, Retail, and Marketing.
• Perform operational and administrative support: update branch returned mail logs, process debit cards, maintain policy documentation, and support tickets via Fresh Service.
• Ensure compliance with all banking laws and regulations, including the Bank Secrecy Act.
• Work well within a team environment and perform other duties as assigned.

• High school diploma or equivalent required.
• Minimum of 1 year of banking experience preferred; sales or call center experience a plus.
• No special licenses or certifications required.
• Strong oral and written communication skills.
• Detail‑oriented and teamwork‑focused; goal‑driven.
• Proficient with Microsoft Windows (Word, Excel, Outlook) and typing speed of at least 40 words per minute.
• Ability to exercise sound judgment and apply established guidelines.
• Positive, solutions‑oriented attitude; high integrity; adaptable to change.

• Routine standing, sitting, bending; frequent use of wrists, hands, or fingers.
• Average visual acuity needed for document inspection and machine operation.
• Average hearing required for conversations and information reception.
• May be required to attend training sessions.