Client Service Specialist (Teller)

Bank OZK•Jacksonville, FL

13d

About The Position

The Client Service Specialist nurtures professional relationships with customers by engaging in meaningful conversations about their financial needs and goals, identifying referral opportunities, and processing financial transactions. The role supports a positive, helpful, and friendly team environment while providing exceptional customer service. The specialist uses assessment tools to understand customer needs, make appropriate recommendations, document interactions, and refer customers to banking center team members or line-of-business partners. The position processes account transactions accurately and efficiently, supports banking center operational standards and risk controls, and may open new accounts with documented management approval. The role may also provide backup at other retail banking locations as requested. The specialist models the Bank’s customer service standards and values, resolves customer concerns professionally, completes required training, and follows Bank policies, procedures, and guidelines. Consistent punctuality, attendance, professionalism, integrity, teamwork, and continued learning are expected.

Requirements

High school diploma or equivalent.
At least one 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, including 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 as needed, such as for training or staffing shortages.
Computer and Microsoft Office skills necessary to perform essential job functions.
Ability to operate customary equipment and technology used in a business environment, 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

Build professional customer relationships and discuss customers’ financial needs and goals.
Use assessment tools 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 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.
Demonstrate 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 with empathy and resolve them 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 as part of continued learning.
Maintain consistent punctuality and attendance.
Follow Bank policies, procedures, and guidelines.