Client Service Specialist (Teller)

Bank OZKTampa, FL
391d

About The Position

The Client Service Specialist (Teller) is responsible for building and nurturing professional relationships with customers by engaging in meaningful conversations about their financial needs and goals. This role involves processing financial transactions, identifying referral opportunities, and promoting a positive team environment while providing exceptional customer service.

Requirements

  • High school diploma or equivalent required; bachelor's degree preferred.
  • 1+ year experience interacting with people and displaying excellent service skills.
  • Knowledge of bank products and services, including online and mobile banking applications.
  • Ability to provide excellent customer service and demonstrate a friendly and professional disposition.
  • Effective verbal and written communication skills.
  • Ability to work without close supervision and maintain confidentiality.

Nice To Haves

  • Knowledge of and experience with bank products, online banking, and mobile banking applications preferred.
  • Cash handling experience preferred.

Responsibilities

  • Cultivate professional relationships with customers using assessment tools and engaging in meaningful conversations to uncover needs.
  • Process account transactions accurately and efficiently to minimize errors and reduce fraud.
  • Participate in morning huddles and may open new accounts with documented management approval.
  • Maintain banking center operational standards, ensuring compliance with internal controls and risk management.
  • Promote teamwork by leading by example and assisting others as needed.
  • Model and champion the Bank's standards for exceptional customer service.
  • Resolve client concerns in a timely and professional manner, escalating issues as necessary.
  • Complete all essential training in a timely manner and display enthusiasm for continuous learning.
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