Client Service Specialist (Teller)

Bank OZK•Cumming, 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 supports a positive, helpful, and friendly team environment while delivering exceptional customer service. The specialist uses assessment tools to understand customer needs, make appropriate recommendations, document conversations, and refer customers to banking center team members or business partners. Responsibilities also include accurate transaction processing, supporting banking center operations and controls, resolving customer concerns, assisting colleagues and other retail locations when requested, completing training, and adhering to Bank OZK policies and procedures. This position requires operating customary equipment and technology used in a business environment, with or without accommodation. The job description notes that duties and requirements may be added or changed. The position is not eligible for employer-sponsored work authorization or immigration assistance; applicants must be able to maintain U.S. work authorization without current or future sponsorship.

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 skills and accurate, efficient work 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 needs such as training or staffing shortages.
Computer and Microsoft Office skills necessary to perform the essential job functions.
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

Cultivate professional relationships with customers by using assessment tools and meaningful conversations to uncover needs, make 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.
Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
Actively participate in morning huddles.
May open new accounts as needed, 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.
Model and champion the Bank’s standards for exceptional customer service.
Demonstrate empathy 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 essential training on time and apply constructive feedback while pursuing continuous learning.
Maintain punctuality and attendance.
Adhere to Bank policies, procedures, and guidelines.
Operate customary equipment and technology used in a business environment, with or without accommodation.