Client Service Specialist (Teller)

Bank OZK•Braselton, GA

11d

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 maintains accurate customer interaction notes, follows operational and risk-management standards, and may open new accounts with documented management approval. The position may also provide backup and assistance to other retail banking locations as requested.

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.
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, efficient productivity.
Ability to work without close supervision.
Ability to maintain confidentiality.
Ability to follow policies, procedures, and safety and security procedures.
Ability to travel to other work locations for needs such as training or staffing shortages.
Skill in using computers and Microsoft Office applications necessary to perform 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, assess financial needs, make appropriate recommendations, and refer customers to banking center team members or line-of-business partners.
Use assessment tools to 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 as requested.
Deliver exceptional customer service, show empathy, and resolve client concerns promptly and professionally, escalating issues when needed.
Support the bank’s values and mission and demonstrate integrity, trustworthiness, and professionalism.
Complete required training on time, pursue continuous learning, and accept and apply constructive feedback.
Maintain punctuality and attendance and follow bank policies, procedures, and guidelines.