Client Service Specialist (Teller)

Bank OZK•Bessemer City, NC

About The Position

The Client Service Specialist (Teller) nurtures professional customer relationships through meaningful conversations about customers’ financial needs and goals, identifies referral opportunities, and processes financial transactions. The role helps foster a positive, helpful, and friendly team environment while providing exceptional customer service. The specialist uses assessment tools to understand customer needs, document interactions, make appropriate recommendations, and refer customers to banking center team members or business partners. The position processes account transactions accurately and efficiently, supports banking center operational standards and risk management, and may open new accounts with documented management approval. The specialist also assists other retail banking locations when requested, resolves client concerns professionally, completes required training, and adheres to Bank policies and procedures.

Requirements

High school diploma or equivalent.
At least 1 year of experience interacting with people and demonstrating excellent service skills, acquired 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, procedures, and safety and security procedures.
Ability to travel to other work locations for purposes such as training or staffing shortages, as needed.
Skill using computers and Microsoft Office applications necessary to perform the job.
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 relationships with customers and discuss their financial needs and goals.
Use assessment tools to identify customer needs, make appropriate recommendations, and submit referrals to banking center team members or line-of-business partners.
Maintain detailed notes about 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, operational procedures, and risk management requirements.
Promote teamwork, lead by example, and take initiative to assist others.
Provide backup and assistance to other retail banking locations when requested.
Model the Bank’s standards for exceptional customer service 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 essential training on time and apply constructive feedback while continuing to learn.
Maintain punctuality and attendance and follow Bank policies, procedures, and guidelines.