Client Service Specialist (Teller)

Harris Computer; Snellville (GA); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Generous PTO

Health insurance

401(k) matching

Dental insurance

Vision insurance

Pet insurance

Job summary

Bank OZK is seeking a customer-focused team member in Snellville, GA to assist customers with financial needs and transactions. You will nurture relationships, promote services, and help ensure accurate processing of transactions in a fast-paced retail banking environment.

The role emphasizes strong communication, integrity, and a commitment to exceptional customer service, with opportunities for professional growth and training within a supportive team.

Qualifications

• Strong customer service skills with a friendly, professional demeanor.
• Ability to communicate effectively in writing and verbally.
• Demonstrated teamwork and adaptability in a dynamic environment.
• Strong attention to detail and risk awareness.
• Ability to travel to other work locations as needed.
• Cash handling experience is preferred.

Responsibilities

• Cultivate relationships with customers and identify needs and referrals.
• Document customer conversations and interactions.
• Process account transactions accurately and securely to reduce errors and fraud.
• Participate in morning huddles and team activities.
• Assist with opening new accounts as needed with managerial approval.
• Maintain compliance with internal controls and procedures.
• Provide backup support to other banking locations as requested.

Skills

Customer service

Effective communication

Team player

Critical thinking

Self-motivation

Time management

Attention to detail

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

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.

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

1. 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.
2. Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
3. Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
4. Actively participate in morning huddles.
5. May open new accounts, as needed and with documented approval of management.
6. Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management.
7. Actively promote teamwork, leading by example and taking initiative to assist others.
8. Demonstrate effective organizational and time management skills.
9. Provide backup and assistance to other retail banking locations, as requested.
10. Model and champion the Bank’s standards for exceptional customer service.
11. Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.
12. Enthusiastically support the bank’s values and mission.
13. Display a high degree of integrity, trustworthiness, and professionalism at all times.
14. Complete all essential training timely.
15. Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
16. Maintain consistent, good punctuality and attendance to work.
17. Adhere to all Bank policies, procedures, and guidelines

Knowledge, Skills & Abilities

1. Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
2. Knowledge of bank policies and procedures
3. Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
4. Ability to communicate effectively both verbally and in writing
5. Ability to demonstrate team player approach, capable of thriving in a continually changing environment
6. Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
7. Ability to work without close supervision
8. Ability to maintain confidentiality
9. Ability to follow policy and procedure including safety and security procedures
10. Ability to travel to other work locations (e.g., training, staffing shortages), as needed
11. Skill in using computer and Microsoft Office applications necessary to perform essential job functions

Basic Qualifications

1. High school diploma or equivalent required; bachelor’s degree preferred
2. 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
3. Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred
4. 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.

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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.

1. High school diploma or equivalent required; bachelor’s degree preferred
2. 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
3. Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred
4. Cash handling experience preferred

1. Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
2. Knowledge of bank policies and procedures
3. Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
4. Ability to communicate effectively both verbally and in writing
5. Ability to demonstrate team player approach, capable of thriving in a continually changing environment
6. Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
7. Ability to work without close supervision
8. Ability to maintain confidentiality
9. Ability to follow policy and procedure including safety and security procedures
10. Ability to travel to other work locations (e.g., training, staffing shortages), as needed
11. Skill in using computer and Microsoft Office applications necessary to perform essential job functions