Client Service Specialist (Teller)

Bank OZK•Grayson, GA

12d

About The Position

The Client Service Specialist (Teller) builds professional customer relationships by discussing financial needs and goals, identifying referral opportunities, and accurately processing financial transactions. The role promotes a positive, helpful, and friendly team environment while delivering exceptional customer service. The specialist uses assessment tools to document customer interactions, makes appropriate recommendations, submits referrals, and may open new accounts with documented management approval. The role also supports banking center operations, complies with internal controls and risk-management procedures, resolves customer concerns, and may provide backup at other retail banking locations. Team members are expected to complete training, maintain punctuality and attendance, and adhere 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.
Ability to provide excellent customer service with a helpful, friendly, approachable, enthusiastic, and professional manner.
Effective verbal and written communication skills.
Ability to work as a team player in a continually changing environment.
Critical-thinking skills and accurate, efficient productivity, including attention to detail.
Ability to work without close supervision.
Ability to maintain confidentiality.
Ability to follow policies, procedures, and safety and security procedures.
Ability to travel to other work locations as needed, such as for training or staffing shortages.
Skill using computers and Microsoft Office applications necessary to perform essential job functions.

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 relationships with customers by discussing their financial needs and goals, making appropriate recommendations, and submitting 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 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 and champion the Bank’s standards for exceptional customer service.
Address customer concerns empathetically and proactively, resolving them promptly and professionally or escalating them as needed.
Support the Bank’s values and mission while demonstrating integrity, trustworthiness, and professionalism.
Complete essential training on time and accept and apply constructive feedback.
Maintain consistent punctuality and attendance and follow Bank policies, procedures, and guidelines.