Client Service Specialist (Teller)

Bank OZK•Athens, GA

About The Position

The Client Service Specialist (Teller) builds professional customer relationships through meaningful conversations about financial needs and goals, identifies referral opportunities, and processes financial transactions. The role promotes a positive and helpful team environment and consistently provides exceptional customer service. It requires accurate transaction processing, adherence to banking center operating standards and risk controls, and support for the bank’s values and mission. The specialist may open new accounts with documented management approval and may provide backup to other retail banking locations as 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, and/or education.
Ability to provide excellent customer service with a helpful, friendly, approachable, enthusiastic, and professional disposition.
Ability to communicate effectively verbally and in writing.
Ability to work as part of a team and adapt to a continually changing environment.
Critical-thinking skills, attention to detail, and the ability to work accurately and efficiently.
Ability to work without close supervision.
Ability to maintain confidentiality.
Ability to follow policies, procedures, and safety and security requirements.
Ability to travel to other work locations for needs such as training or staffing shortages.
Skill in using computers and Microsoft Office applications needed to perform 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

Cultivate customer relationships by using assessment tools and conversations to identify 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.
Process account transactions accurately and efficiently to minimize errors and reduce fraud.
Participate actively in morning huddles.
Open new accounts as needed, with documented management approval.
Maintain banking center operational standards and comply with internal controls, procedures, and risk-management practices.
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 the bank’s standards for exceptional customer service.
Address customer concerns empathetically and promptly, escalating issues when needed.
Support the bank’s values and mission while demonstrating integrity, trustworthiness, and professionalism.
Complete required training on time and apply constructive feedback as part of continuous learning.
Maintain consistent punctuality and attendance.
Follow all bank policies, procedures, and guidelines.