Client Service Specialist (CSS)

Bank OZK • Mcdonough, GA • 6h 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

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.

LI-BM2

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

Customer Service Representative

U-Haul • College Park, GA • 18min ago

Management & Administrative

College Park, Georgia Moonlighter R252931 Location: 4540 Washington Rd, College Park, Georgia 30337 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated...

18min ago

Go to Apply

Customer Service Associate I

Family Dollar • Jonesboro, GA • 32min ago

Management & Administrative

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: Assist customers with questions and recommend...

32min ago

Go to Apply

Program Manager AWS DC Ops, Program Manager DC Operations, ATL150

Amazon • Hampton, GA • 5h ago

Management & Administrative

Description Are you passionate about improving the quality of business operations? Do you thrive in a fast-paced environment in which you have the opportunity to influence change? Would you like to enable change that dri...

5h ago

Go to Apply

Administrative Assistant

Aerotek • Fayetteville, GA • 6h ago

Management & Administrative

Job Title: Aviation Administrative Assistant Job Description The Administrative Assistant is an essential cross-functional operational support role. This position is responsible for managing customer communication, coord...

6h ago

Go to Apply

Administrative Assistant

Aerotek • Fayetteville, GA • 6h ago

Management & Administrative

6h ago

Go to Apply

customer service representative

U-Haul • Stockbridge, GA • 1d ago

Management & Administrative

Stockbridge, Georgia Moonlighter R253539 Location: 471 Eagles Landing Pkwy, Stockbridge, Georgia 30281 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motiva...

1d ago

Go to Apply

Operations Manager

CVS Health • Decatur, GA • 1d ago

Management & Administrative

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate...

1d ago

Go to Apply

customer service associate II

Dollar Tree • Stone Mountain, GA • 2d ago

Management & Administrative

Your positive, friendly disposition and eagerness to get things done make you the right person for our Customer Service Associate II position. Join our team today and let's create an inviting shopping experience for our...

2d ago

Go to Apply

Sales Manager (Part Time)

Carter's/OshKosh • East Point, GA • 2d ago

Management & Administrative

If you are a CURRENT Carter's employee, do not apply via this external application. Search "Browse Jobs" in Workday to apply internally. Love what you do. Carter's Careers. As a Part Time Sales Manager, you will be the f...

2d ago

Go to Apply

Quality Assurance Analyst (Customer Onsite)

Expeditors • Ellenwood, GA • 2d ago

Management & Administrative

We're not in the shipping business; we're in the information business" -Peter Rose, Expeditors Founder Global supply chain management is what we do, but at the heart of Expeditors you will find professionalism, leadershi...

2d ago

Go to Apply

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