Client Service Specialist (Teller)

Bank OZK•North Little Rock, AR

About The Position

The Client Service Specialist nurtures professional relationships with customers by discussing their financial needs and goals, identifying referral opportunities, and processing financial transactions. The role promotes a positive, helpful, and friendly team environment while providing exceptional customer service. It requires accurate transaction processing, adherence to banking center operational standards and risk controls, and professional handling of customer concerns. The specialist may open new accounts with documented management approval and may provide backup at other retail banking locations as requested.

Requirements

High school diploma or equivalent required.
At least 1 year of experience interacting with people and demonstrating excellent service skills, acquired 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 collaboratively in a continually changing environment.
Critical thinking, attention to detail, and accurate and 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 as needed, including for training or staffing shortages.
Ability to use computers and Microsoft Office applications needed for the job.

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 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.
Follow internal controls, operational procedures, and risk-management standards.
Promote teamwork and take initiative to assist colleagues.
Use effective organizational and time-management skills.
Provide backup and assistance at other retail banking locations when requested.
Deliver exceptional customer service and resolve client concerns empathetically, 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 continuing to learn.
Maintain punctuality and attendance and adhere to bank policies, procedures, and guidelines.