Client Service Specialist (Teller) jobs in United States
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Bank OZK · 8 hours ago

Client Service Specialist (Teller)

Bank OZK is a nationally recognized industry leader in financial services, committed to delivering exceptional service through innovative technologies. The Client Service Specialist (Teller) is responsible for nurturing relationships with customers, processing transactions, and promoting a positive team environment while providing exceptional customer service.

BankingFinanceFinancial Services

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

Qualification

Bank productsCustomer service skillsMicrosoft Office proficiencyCritical thinking skillsEffective communicationTeam playerAttention to detailConfidentiality

Required

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
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

Preferred

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

Benefits

Generous PTO
401(k) matching
Health, dental, vision (and pet!) insurance
Special perks and discounts

Company

Bank OZK

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Bank OZK provides banking services including savings account, loans, debit, and agricultural lending.

Funding

Current Stage
Public Company
Total Funding
unknown
1997-07-17IPO

Leadership Team

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Eric Munson
Senior Vice President, government and institutional banking
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Company data provided by crunchbase