Client Service Specialist (Teller)

Position Overview

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. The role demands promoting a positive, helpful, and friendly team environment while consistently delivering exceptional customer service.

Key Responsibilities

• Cultivate professional relationships using assessment tools to uncover customer needs, make recommendations, and submit referrals to banking center team members or line of business partners.
• Utilize assessment tools to maintain detailed notes regarding customer interactions.
• Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
• Actively participate in morning huddles.
• Open new accounts as needed with documented management approval.
• Demonstrate competency and accountability in maintaining banking center operational standards, ensuring compliance with internal controls, procedures, and risk management.
• Promote teamwork by leading by example and proactively assisting colleagues.
• Exhibit effective organizational and time management skills.
• Provide backup and assistance to other retail banking locations when requested.
• Model and champion the Bank’s standards for exceptional customer service.
• Display empathy and resolve client concerns in a timely, professional, and positive manner, escalating issues as needed.
• Enthusiastically support the bank’s values and mission while upholding a high degree of integrity, trustworthiness, and professionalism.
• Complete all essential training in a timely manner and display enthusiasm for continuous learning by accepting and applying constructive feedback.
• Maintain consistent punctuality and attendance.
• Adhere to all Bank policies, procedures, and guidelines.

Required Qualifications

• High school diploma or equivalent required.
• 1+ year experience interacting with people and delivering excellent service, demonstrated through work, military, and/or education.
• 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 maintain a friendly, approachable, enthusiastic, and professional demeanor.
• Strong verbal and written communication skills.
• Team player approach with the ability to thrive in a dynamic environment.
• Critical thinking skills with attention to detail and the capability to work efficiently without close supervision.
• Ability to maintain confidentiality and follow safety, security, and procedural guidelines.
• Willingness to travel to other work locations as needed.
• Proficiency in computer use and Microsoft Office applications.

Preferred Qualifications

• Bachelor’s degree (preferred).
• Knowledge of and experience with bank products, online banking, mobile banking applications, and banking cards (preferred).
• Cash handling experience (preferred).

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.