Client Service Specialist (Teller)

Bank OZK•Holcomb, GA

About The Position

The Client Service Specialist nurtures professional relationships with customers through meaningful conversations about their financial needs and goals. The role identifies referral opportunities and processes financial transactions while promoting a positive, helpful, and friendly team environment and delivering exceptional customer service. The position cultivates customer relationships using assessment tools, maintains detailed notes about customer interactions, processes account transactions accurately and efficiently, and supports banking center operations and compliance. It may include opening new accounts with documented management approval and providing backup to other retail banking locations as requested. The specialist also helps resolve customer concerns, participates in morning huddles, completes required training, and adheres to Bank policies and procedures.

Requirements

High school diploma or equivalent.
At least 1 year of experience interacting with people and demonstrating excellent service skills 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.
Excellent customer service skills and 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, 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 procedures.
Ability to travel to other work locations as needed, including for training or staffing shortages.
Computer skills, including Microsoft Office applications 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, online banking, mobile banking applications, and banking cards.
Cash handling experience.

Responsibilities

Build professional customer relationships and use assessment tools and meaningful conversations to identify needs, make appropriate recommendations, and submit referrals to banking center team members or line-of-business partners.
Maintain detailed notes regarding customer conversations and interactions using assessment tools.
Process account transactions accurately and efficiently to minimize errors and reduce fraud.
Participate in morning huddles.
Open new accounts as needed and 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.
Show empathy and resolve customer concerns 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 while pursuing continuous learning.
Maintain good punctuality and attendance.
Follow all Bank policies, procedures, and guidelines.