Client Service Specialist (Teller)

Bank OZK•East Ellijay, GA

7h•Onsite

About The Position

Bank OZK is a nationally recognized industry leader in financial services with over 120 years of history. We combine exceptional service with innovative technologies to deliver smart solutions to clients nationwide. We support small businesses, fuel local economies, and contribute to the development of major cities. This role is not just about filling a position; it's about fostering careers. We provide an exceptional team environment and a comprehensive benefits package to support the physical, mental, and financial well-being of our team members, including 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.
Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards).
Knowledge of bank policies and procedures.
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 a 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.
Skill in using computer and Microsoft Office applications necessary to perform essential job functions.
Operate customary equipment and technology used in a business environment, with or without accommodation.

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 about their financial needs and goals.
Identify referral opportunities and process financial transactions accurately and efficiently.
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 to minimize errors and reduce fraud.
Actively participate in morning huddles.
Open new accounts, as needed and with documented management approval.
Maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management.
Actively promote teamwork, leading by example and assisting 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.
Resolve client concerns in a timely, professional, and positive manner, escalating issues as needed.
Support the bank’s values and mission.
Display a high degree of integrity, trustworthiness, and professionalism.
Complete all essential training timely.
Accept and apply constructive feedback from more experienced team members.
Maintain consistent, good punctuality and attendance.
Adhere to all Bank policies, procedures, and guidelines.