Client Service Specialist (Teller)

Bank OZK•Douglasville, GA

22h

About The Position

The Client Service Specialist (Teller) 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. Specialists use assessment tools to capture customer needs and interaction notes, process transactions accurately, and help maintain banking center operational standards, internal controls, and risk management practices. With documented management approval, they may open new accounts. The position may also 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, 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, attention to detail, and accurate, 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 for training or staffing needs, as necessary.
Ability to use computers and Microsoft Office applications needed for essential job functions.
Ability to operate customary business equipment and technology, with or without accommodation.

Nice To Haves

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

Responsibilities

Build professional customer relationships, use assessment tools and conversations to identify 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 when needed and with documented management approval.
Maintain banking center operational standards and comply with internal controls, 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 the Bank’s standards for exceptional customer service.
Respond empathetically to client concerns, resolve them promptly and professionally, and escalate 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 good punctuality and attendance, and follow Bank policies, procedures, and guidelines.