Client Service Specialist (Teller)

Bank OZK•Winter Park, FL

About The Position

The Client Service Specialist nurtures professional relationships with customers by engaging in meaningful conversations about their financial needs and goals, identifying referral opportunities, and processing financial transactions. The role promotes a positive, helpful, and friendly team environment and provides exceptional customer service. The specialist uses assessment tools to understand customer needs, make recommendations, submit referrals, and document customer interactions. They process account transactions accurately, support banking center operations and compliance standards, resolve client concerns, participate in team huddles, and assist other retail banking locations when requested. The role may include opening new accounts with documented management approval.

Requirements

High school diploma or equivalent.
At least 1 year of experience interacting with people and demonstrating excellent service skills, through work, military service, and/or education.
Ability to provide excellent customer service with a helpful, friendly, approachable, enthusiastic, and professional disposition.
Ability to communicate effectively verbally and in writing.
Ability to work as a team player in a continually changing environment.
Critical-thinking skills and the ability to work accurately and efficiently with attention to detail.
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 for purposes such as training or staffing shortages, as needed.
Skill in using computers and Microsoft Office applications necessary to perform essential job functions.
Ability to operate customary equipment and technology used in a business environment, with or without accommodation.

Nice To Haves

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

Responsibilities

Build professional customer relationships and use assessment tools and conversations to uncover financial needs, make recommendations, and submit referrals.
Maintain detailed notes on customer conversations and interactions using assessment tools.
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 as requested.
Model the Bank’s customer-service standards and resolve client concerns empathetically, professionally, and promptly, escalating issues when needed.
Support the Bank’s values and mission and demonstrate integrity, trustworthiness, and professionalism.
Complete required training on time and apply constructive feedback as part of continuous learning.
Maintain punctuality and attendance and follow all Bank policies, procedures, and guidelines.