Client Service Specialist (Teller)

Bank OZK•Harrisburg, NC

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. It also supports banking center operations, follows internal controls and risk-management procedures, and may open new accounts with documented management approval. The position may provide backup and assistance at 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, 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, accuracy, efficiency, and attention to detail.
Ability to work without close supervision.
Ability to maintain confidentiality and follow policies, procedures, and safety and security requirements.
Ability to travel to other work locations as needed, including for training or staffing shortages.
Ability to use computers and Microsoft Office applications necessary for the job.
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

Build professional customer relationships and use assessment tools and meaningful conversations to identify needs, make recommendations, and submit referrals to banking center team members or 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 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 promptly and professionally, escalating issues when necessary.
Support the Bank’s values and mission while demonstrating integrity, trustworthiness, and professionalism.
Complete required training on time and apply constructive feedback as part of continuous learning.
Maintain punctuality and attendance and follow Bank policies, procedures, and guidelines.