Client Service Specialist (Teller)

Bank OZK•East Ellijay, GA

About The Position

The Client Service Specialist (Teller) nurtures professional relationships with customers through meaningful conversations about their financial needs and goals, identifies referral opportunities, and processes financial transactions. The role promotes a positive, helpful, and friendly team environment and delivers exceptional customer service. The specialist uses assessment tools to understand customer needs, document interactions, make recommendations, and refer customers to banking center team members or other business partners. The position also supports banking center operations, follows internal controls and risk-management procedures, and may open new accounts with documented management approval.

Requirements

High school diploma or equivalent.
At least one 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 and thrive 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 and follow policies, procedures, and safety and security requirements.
Ability to travel to other work locations for training or staffing needs, as required.
Skill in using computers and Microsoft Office applications needed for the job.
Ability to operate customary business equipment and technology, 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 customer relationships and use assessment tools and conversations to uncover financial needs, make recommendations, and submit appropriate referrals.
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 when requested.
Model the Bank’s customer-service standards and resolve customer 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 and apply constructive feedback while pursuing continuous learning.
Maintain punctuality and attendance and follow Bank policies, procedures, and guidelines.