Client Service Specialist (Teller)

Bank OZK•Bentonville, AR

About The Position

The Client Service Specialist nurtures professional customer relationships through meaningful conversations about financial needs and goals, identifies referral opportunities, and processes financial transactions. The role promotes a positive, helpful, and friendly team environment while providing exceptional customer service. Team members are expected to maintain banking center operational standards, comply with internal controls and risk-management procedures, uphold Bank OZK policies, and support the bank’s values and mission. They may open new accounts with documented management approval and provide backup at other retail banking locations when requested.

Requirements

High school diploma or equivalent.
At least 1 year of experience interacting with people and demonstrating excellent service skills through work, military service, 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 skills and the ability to work accurately and efficiently with attention to detail.
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 for training or staffing needs, as required.
Computer and Microsoft Office skills necessary to perform essential job functions.

Nice To Haves

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

Responsibilities

Build professional customer relationships, use assessment tools to uncover needs, 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.
Demonstrate organizational and time-management skills.
Provide backup and assistance to other retail banking locations when requested.
Model and champion the bank’s standards for exceptional customer service.
Address client concerns empathetically and proactively, resolving them promptly and professionally or escalating them when needed.
Support the bank’s values and mission and display integrity, trustworthiness, and professionalism.
Complete essential training on time and apply constructive feedback while continuing to learn.
Maintain good punctuality and attendance and follow all Bank policies, procedures, and guidelines.