Client Experience Specialist - Banking

Socket.dev; Winder (GA); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

PTO

401(k) matching

Health insurance

Dental insurance

Vision insurance

Pet insurance

Discounts

Job summary

Bank OZK is seeking a customer-focused Retail Banking professional to cultivate relationships with clients, discuss financial needs, and process account transactions with accuracy and integrity. You will leverage knowledge of online and mobile banking offerings to educate customers and promote referrals to banking center teams.

In this role you will maintain detailed notes, collaborate with teammates, support other locations as needed, and uphold internal controls, security procedures, and

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 bank products, online banking, mobile banking applications, banking cards, etc. preferred
• Cash handling experience preferred

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.

Skills

Customer service

Verbal & written communication

Team player

Attention to detail

Confidentiality

Problem solving

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

CRM systems

Job description

Bank OZK is seeking a customer-focused Retail Banking professional to cultivate relationships with clients, discuss financial needs, and process account transactions with accuracy and integrity. You will leverage knowledge of online and mobile banking offerings to educate customers and promote referrals to banking center teams.

In this role you will maintain detailed notes, collaborate with teammates, support other locations as needed, and uphold internal controls, security procedures, and