Client Service Specialist (Teller)

Bank OZK • Canton, GA • 5d ago

Job Purpose & Scope

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. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times.

Essential Job Functions

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

Knowledge, Skills & Abilities

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

Basic Qualifications

High school diploma or equivalent required; bachelor's degree preferred

1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required

Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred

Cash handling experience preferred

Job Expectations

Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

EEO Statement

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

Similar Jobs

Finance Excellence Academy

Siemens Energy • Alpharetta, GA • 1d ago

Finance, Accounting & Banking

A Snapshot of Your Day Join the Siemens Energy North America Finance Excellence Academy for a 24-month rotational program designed to develop emerging professionals. Participants will complete four sequential 6-month ass...

1d ago

Go to Apply

Sr. Consumer Loan Specialist - Sales Customer Service

Republic Finance, LLC • Marietta, GA • 1d ago

Finance, Accounting & Banking

Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a...

1d ago

Go to Apply

Financial Center Manager - Saddlebrook Bank Mart (Alpharetta, GA)

Fifth Third Bank, N.A. • Alpharetta, GA • 3d ago

Finance, Accounting & Banking

Make banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:The Financial Center Manager will...

3d ago

Go to Apply

Financial Aid Advisor

Lincoln Technical Institute • Marietta, GA • 3d ago

Finance, Accounting & Banking

Lincoln Tech in Marietta, GA is seeking an on-campus Financial Aid Advisor who will serve as the support liaison between corporate financial aid services and the campus. This very important role will assist students with...

3d ago

Go to Apply

Consumer Loan Specialist - Sales Customer Service

Republic Finance, LLC • Marietta, GA • 3d ago

Finance, Accounting & Banking

3d ago

Go to Apply

FY26 Seasonal Tax-FSO- GCR Tax Accounting and Risk Advisory-Real Estate- Manager

EY • Alpharetta, GA • 4d ago

Finance, Accounting & Banking

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY...

4d ago

Go to Apply

SAP - Finance Manager - Consulting - Location OPEN

EY • Alpharetta, GA • 4d ago

Finance, Accounting & Banking

4d ago

Go to Apply

Account Executive/Underwriter, National Property

Travelers Insurance Company • Alpharetta, GA • 1w ago

Finance, Accounting & Banking

Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the...

1w ago

Go to Apply

AVP, Finance Risk & Controls (1st Line Governance))

Synchrony • Alpharetta, GA • 1w ago

Finance, Accounting & Banking

Job Description: Role Summary/Purpose: The AVP Finance Risk & Controls (Governance) will be part of a new first line of defense centralized team who are responsible for driving compliance with the Governance standard...

1w ago

Go to Apply

AVP, Audit Manager - Technology

Synchrony • Alpharetta, GA • 1w ago

Finance, Accounting & Banking

Job Description: Role Summary/Purpose: The AVP, Audit Manager - IT will be part of the IT Audit team within the Internal Audit department. The IT Audit team is the 3rd line of defense and is responsible for executing all...

1w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.