Client Service Specialist (Teller)

Bank OZK•Villa Rica, GA

About The Position

The Client Service Specialist (Teller) nurtures professional relationships with customers by discussing their financial needs and goals, identifying referral opportunities, and processing financial transactions. The role promotes a positive, helpful, and friendly team environment while providing exceptional customer service. The specialist maintains accurate transaction processing, follows operational and risk-management controls, responds professionally to client concerns, and supports the bank’s values and mission.

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.
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 skills, accuracy, efficiency, and attention to detail.
Ability to work without close supervision.
Ability to maintain confidentiality.
Ability to follow policies and procedures, including safety and security procedures.
Ability to travel to other work locations as needed for training or staffing shortages.
Computer and Microsoft Office skills necessary to perform the essential job functions.

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 through meaningful conversations that uncover financial needs, make appropriate recommendations, and identify referral opportunities.
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 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 when requested.
Model the bank’s standards for exceptional customer service.
Address client concerns empathetically and proactively, escalating issues when appropriate.
Support the bank’s values and mission, and demonstrate 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.