Client Service Specialist (Teller)

Bank OZK•Macon, GA

21d

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 appropriate recommendations, record detailed interaction notes, and refer customers to banking center team members or line-of-business partners. They process account transactions accurately and efficiently, help maintain banking center operational standards, and support compliance with internal controls, procedures, and risk management. The role may include opening new accounts with documented management approval, assisting other retail banking locations, and resolving customer concerns. The position requires professionalism, integrity, effective communication, organization, attention to detail, confidentiality, teamwork, and the ability to work without close supervision. The specialist must complete required training, follow Bank policies and procedures, maintain reliable attendance, and operate customary business equipment and technology.

Requirements

High school diploma or equivalent required.
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, attention to detail, and accurate, efficient productivity.
Ability to work without close supervision.
Ability to maintain confidentiality and follow policy, procedure, safety, and security requirements.
Ability to travel to other work locations as needed, such as for training or staffing shortages.
Computer and Microsoft Office skills necessary to perform essential job functions.
Ability to operate customary business equipment and technology, with or without accommodation.

Nice To Haves

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

Responsibilities

Cultivate customer relationships through meaningful conversations and assessment tools to identify needs, make recommendations, and submit referrals to banking center team members or line-of-business partners.
Use assessment tools to maintain detailed notes about customer conversations and interactions.
Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
Participate in morning huddles.
Open new accounts when needed and with documented management approval.
Maintain banking center operational standards and comply with internal controls, operational 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.
Model the Bank’s standards for exceptional customer service.
Respond empathetically to client concerns, resolve them in a timely and professional manner, and escalate issues when needed.
Support the Bank’s values and mission.
Complete essential training in a timely manner and apply constructive feedback as part of ongoing learning.
Maintain punctuality and attendance, and adhere to Bank policies, procedures, and guidelines.