Client Service Specialist (Teller)

Bank OZK•Oldsmar, FL

About The Position

The Client Service Specialist (Teller) builds professional customer relationships by discussing customers’ financial needs and goals, identifying referral opportunities, and processing financial transactions. The role delivers exceptional customer service, supports a positive team environment, and helps maintain banking center operational standards, internal controls, and risk management requirements. 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.
At least 1 year of experience interacting with people and demonstrating excellent service skills, gained through work, military service, and/or education.
Knowledge of bank products and services, including online banking, mobile banking applications, and banking cards.
Knowledge of bank policies and procedures.
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 part of a team and thrive in a continually changing environment.
Critical thinking, attention to detail, and accurate, efficient productivity.
Ability to work without close supervision.
Ability to maintain confidentiality and follow policy, procedures, and safety and security requirements.
Ability to travel to other work locations as needed, including for training or staffing shortages.
Computer and Microsoft Office skills necessary to perform essential job functions.
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, online banking, mobile banking applications, and banking cards.
Cash handling experience.

Responsibilities

Build professional customer relationships using assessment tools and meaningful conversations to identify needs, make recommendations, and submit appropriate referrals.
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, 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 empathetically and proactively, resolving them in a timely, professional, and positive manner and escalating issues when needed.
Support the Bank’s values and mission.
Maintain integrity, trustworthiness, and professionalism.
Complete required training on time and apply constructive feedback while pursuing continuous learning.
Maintain good punctuality and attendance.
Follow all Bank policies, procedures, and guidelines.