Client Service Specialist (Teller)

Bank OZK • Winter Park, FL • 7h ago

Why Bank OZK

Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.

The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (https://careers.ozk.com/benefits) .

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

Operate 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.

LI-BR1

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

Community Mortgage Specialist

Truist • Kissimmee, FL • 5h ago

Finance, Accounting & Banking

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w...

5h ago

Go to Apply

Community Mortgage Specialist

Truist • Winter Park, FL • 5h ago

Finance, Accounting & Banking

5h ago

Go to Apply

Director Finance Operations

AdventHealth • Maitland, FL • 6h ago

Finance, Accounting & Banking

Our promise to you: Joining AdventHealth is about being part of something bigger. It's about belonging to a community that believes in the wholeness of each person, and serves to uplift others in body, mind and spirit. A...

6h ago

Go to Apply

Consumer Banking Relationship Specialist (Relationship Banker)

Bank OZK • Winter Park, FL • 6h ago

Finance, Accounting & Banking

Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional se...

6h ago

Go to Apply

Banking Associate - Part Time 20 - Sanford

TD Bank • Sanford, FL • 6h ago

Finance, Accounting & Banking

Work Location: Sanford, Florida, United States of America Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and...

6h ago

Go to Apply

Finance & Accounting Outsourcing, Senior Manager (Not-for-Profit)

Cherry Bekaert • Orlando, FL • 1d ago

Finance, Accounting & Banking

Senior Manager - Finance & Outsourced Accounting (Not-for-Profit) Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative advisory, assurance, and tax services to o...

1d ago

Go to Apply

Director, Finance Services

Conduent • Ocoee, FL • 1d ago

Finance, Accounting & Banking

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of...

1d ago

Go to Apply

General Accountant

Marriott • Orlando, FL • 1d ago

Finance, Accounting & Banking

Additional Information PMS experience preferred Job Number 26036332 Job Category Finance & Accounting Location Orlando World Center Marriott, 8701 World Center Dr, Orlando, Florida, United States, 32821 VIEW ON MAP (...

1d ago

Go to Apply

Accounting Intern

AdventHealth • Altamonte Springs, FL • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

ACCOUNTING COORDINATOR - ORLANDO, FL

Compass Group, North America • Orlando, FL • 1d ago

Finance, Accounting & Banking

Canteen We are hiring immediately for a ACCOUNTING COORDINATOR position. Location : Note: online applications accepted only . Schedule : Monday-Friday - 8am-5pm Requirement : In-office Pay Range: $18.00 - $20.00 per hour...

1d 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.