Client Service Specialist (Teller)

Bank OZK•Tampa, FL

About The Position

The Client Service Specialist 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 while providing exceptional customer service. The specialist helps maintain banking center operational standards, follows internal controls and risk-management procedures, resolves customer concerns, and supports 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, gained 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, attention to detail, and accurate, efficient productivity.
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 needed to perform the essential job functions.

Nice To Haves

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

Responsibilities

Build professional customer relationships by using assessment tools and 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, operational procedures, and risk-management requirements.
Promote teamwork, lead by example, and take initiative to assist others.
Apply organizational and time-management skills.
Provide backup and assistance to other retail banking locations when requested.
Deliver exceptional customer service and resolve client concerns empathetically, professionally, and promptly, 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 as part of continuous learning.
Maintain punctuality and attendance and follow bank policies, procedures, and guidelines.