Client Service Specialist (Teller)

Bank OZKOrlando, FL
Onsite

About The Position

Bank OZK is a nationally recognized industry leader in financial services with over 120 years of banking legacy. We combine exceptional service with innovative technologies to deliver smart solutions to clients nationwide. We are committed to investing in small businesses, fueling local economies, and supporting major city developments. At Bank OZK, we focus on fostering careers, not just filling roles. A great career is built on an exceptional team and a comprehensive benefits package designed to support the physical, mental, and financial well-being of our dedicated team members. Benefits include generous PTO, 401(k) matching, health, dental, vision, and pet insurance, along with special perks and discounts.

Requirements

  • High school diploma or equivalent required.
  • 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required.
  • Skill in using computer and Microsoft Office applications necessary to perform essential job functions.
  • Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition.
  • Ability to communicate effectively both verbally and in writing.
  • Ability to demonstrate team player approach, capable of thriving in a continually changing environment.
  • Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail.
  • Ability to work without close supervision.
  • Ability to maintain confidentiality.
  • Ability to follow policy and procedure including safety and security procedures.
  • Ability to travel to other work locations (e.g., training, staffing shortages), as needed.

Nice To Haves

  • Bachelor’s degree preferred.
  • Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred.
  • Cash handling experience preferred.

Responsibilities

  • Nurture professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals.
  • Identify referral opportunities and process financial transactions.
  • Promote a positive, helpful, and friendly team environment.
  • Provide exceptional customer service at all times.
  • Utilize assessment tools and engage customers in conversations to uncover needs, make recommendations, and submit referrals.
  • Maintain detailed notes regarding customer conversations and interactions.
  • Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
  • Actively participate in morning huddles.
  • Open new accounts, as needed and with documented approval of management.
  • Maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management.
  • Actively promote teamwork, leading by example and taking initiative to assist others.
  • Demonstrate effective organizational and time management skills.
  • Provide backup and assistance to other retail banking locations, as requested.
  • Model and champion the Bank’s standards for exceptional customer service.
  • Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues as needed.
  • Enthusiastically support the bank’s values and mission.
  • Display a high degree of integrity, trustworthiness, and professionalism.
  • Complete all essential training timely.
  • Display enthusiasm for continuous learning, accepting and applying constructive feedback.
  • Maintain consistent, good punctuality and attendance.
  • Adhere to all Bank policies, procedures, and guidelines.

Benefits

  • Generous PTO
  • 401(k) matching
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Pet insurance
  • Special perks and discounts
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service