Client Service Specialist (Teller)

Bank OZK•Belmont, NC

About The Position

The Client Service Specialist (Teller) builds professional relationships with customers through conversations about their financial needs and goals, identifies referral opportunities, and processes financial transactions. The role promotes a positive, helpful, and friendly team environment and delivers exceptional customer service. The specialist uses assessment tools to understand customer needs, make recommendations, record interaction notes, and refer customers to banking center team members or business partners. The role processes account transactions accurately and efficiently, supports banking center operational standards and risk controls, and may open new accounts with documented management approval. It also includes assisting other retail locations when requested, resolving customer concerns, completing required training, and following all Bank policies and procedures.

Requirements

High school diploma or equivalent.
At least 1 year of experience interacting with people and demonstrating excellent service skills, gained through work, military service, and/or education.
Ability to provide excellent customer service with a helpful, friendly, approachable, enthusiastic, and professional disposition.
Effective verbal and written communication skills.
Ability to work as a team player in a continually changing environment.
Critical-thinking skills, attention to detail, and accurate and efficient productivity.
Ability to work without close supervision.
Ability to maintain confidentiality.
Ability to follow policies and procedures, including safety and security procedures.
Ability to travel to other work locations as needed, such as for training or staffing shortages.
Computer and Microsoft Office skills necessary to perform the essential job functions.

Nice To Haves

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

Responsibilities

Build professional customer relationships by discussing financial needs and goals, making appropriate recommendations, and submitting referrals.
Use assessment tools and maintain detailed notes about customer conversations and interactions.
Process account transactions accurately and efficiently to minimize errors and reduce fraud.
Participate actively in morning huddles.
Open new accounts when needed and with documented management approval.
Maintain banking center operational standards and comply with internal controls, procedures, and risk management requirements.
Promote teamwork, lead by example, and take initiative to assist others.
Use effective organizational and time-management skills.
Provide backup and assistance to other retail banking locations when requested.
Deliver exceptional customer service and resolve customer concerns promptly and professionally, escalating issues when needed.
Support the Bank’s values and mission and demonstrate integrity, trustworthiness, and professionalism.
Complete essential training on time, seek continuous learning, and apply constructive feedback.
Maintain punctuality and attendance and follow Bank policies, procedures, and guidelines.