Client Service Specialist (Teller)

Bank OZK•Springdale, AR

About The Position

The Client Service Specialist (Teller) builds professional relationships with customers by discussing their financial needs and goals, identifying referral opportunities, and processing financial transactions. The role supports a positive, helpful, and friendly team environment while delivering exceptional customer service. Team members use assessment tools to document customer interactions, make appropriate recommendations, and refer customers to banking center colleagues or line-of-business partners. They also help maintain banking center operating standards, follow internal controls and risk-management procedures, and may open new accounts with documented management approval. The position may require travel to other work locations for training or staffing needs.

Requirements

High school diploma or equivalent required.
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, 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 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 professional customer relationships by using assessment tools and discussing customers’ financial needs and goals.
Make appropriate 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.
Process account transactions accurately and efficiently to minimize errors and reduce fraud.
Actively participate in morning huddles.
Open new accounts as 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 as requested.
Deliver exceptional customer service 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 good punctuality and attendance.
Follow all bank policies, procedures, and guidelines.