Client Service Specialist (CSS)

Bank OZK•McDonough, GA

4h•Onsite

About The Position

Founded on a legacy of more than 120 years in banking, Bank OZK is nationally recognized as an industry leader in financial services, combining exceptional service with innovative technologies to deliver smart solutions to clients across the country. The company invests in small businesses, fuels economies in local communities, and changes skylines in major cities. This role is responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. The specialist will promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times.

Requirements

Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
Knowledge of bank policies and procedures
Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
Ability to communicate effectively both verbally and in writing
Ability to demonstrate team player approach, capable of thriving in a continually changing environment
Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
Ability to work without close supervision
Ability to maintain confidentiality
Ability to follow policy and procedure including safety and security procedures
Ability to travel to other work locations (e.g., training, staffing shortages), as needed
Skill in using computer and Microsoft Office applications necessary to perform essential job functions
High school diploma or equivalent required
1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required

Nice To Haves

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

Responsibilities

Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.
Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
Actively participate in morning huddles.
May open new accounts, as needed and with documented approval of management.
Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management.
Actively promote teamwork, leading by example and taking initiative to assist others.
Demonstrate 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.
Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.
Enthusiastically support the bank’s values and mission.
Display a high degree of integrity, trustworthiness, and professionalism at all times.
Complete all essential training timely.
Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
Maintain consistent, good punctuality and attendance to work.
Adhere to all Bank policies, procedures, and guidelines