Client Service Specialist (Teller)

Bank OZK•Apollo Beach, FL

11d

About The Position

The Client Service Specialist (Teller) nurtures professional customer relationships by discussing financial needs and goals, identifying referral opportunities, and processing financial transactions. The role promotes a positive, helpful, and friendly team environment and provides exceptional customer service. It supports banking center operations while adhering to internal controls, operational procedures, risk management standards, and Bank policies. The specialist uses assessment tools to guide customer conversations and maintain detailed interaction notes, makes appropriate recommendations, and submits referrals to banking center team members or line-of-business partners. The role may include opening new accounts with documented management approval, assisting other retail banking locations as requested, and completing required training. The specialist is expected to handle customer concerns professionally, maintain confidentiality and integrity, collaborate with teammates, and demonstrate reliable attendance and punctuality.

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 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, such as for training or staffing shortages.
Skill in using computers and Microsoft Office applications necessary to perform the job.
Ability to operate customary equipment and technology used in a business environment, with or without accommodation.

Nice To Haves

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

Responsibilities

Build professional relationships with customers and discuss their financial needs and goals using assessment tools.
Make appropriate 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 as 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.
Provide backup and assistance to other retail banking locations as requested.
Model the Bank’s customer service standards and resolve client concerns promptly and professionally, escalating issues when needed.
Support the Bank’s values and mission and maintain integrity, trustworthiness, and professionalism.
Complete essential training on time and apply constructive feedback while continuing to learn.
Maintain punctuality and attendance and follow Bank policies, procedures, and guidelines.