Client Service Specialist (Teller)

About the role

Bank OZK is a nationally recognized industry leader in financial services with over 120 years of legacy in banking. We combine exceptional service with innovative technologies to deliver smart solutions to clients across the country, investing in small businesses, fueling local economies, and shaping skylines in major cities. This role focuses on nurturing professional relationships with customers, identifying their financial needs, and providing exceptional service while fostering a positive team environment.

Responsibilities

• Cultivate professional relationships with customers by engaging in meaningful conversations about their financial needs and goals.
• Identify referral opportunities and submit referrals to banking center team members or line-of-business partners.
• Utilize assessment tools to maintain detailed notes on customer interactions.
• Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
• Actively participate in morning huddles and may open new accounts with documented management approval.
• Maintain banking center operational standards, ensuring compliance with internal controls, procedures, and risk management.
• Promote teamwork by leading by example and assisting others as needed.
• Provide backup and assistance to other retail banking locations upon request.
• Model and champion the Bank’s standards for exceptional customer service.
• Demonstrate empathy and proactively resolve client concerns in a timely, professional manner, escalating issues as needed.
• Support the bank’s values and mission enthusiastically.
• Display integrity, trustworthiness, and professionalism at all times.
• Complete all essential training in a timely manner and accept constructive feedback for continuous learning.
• Maintain consistent punctuality and attendance.
• Adhere to all Bank policies, procedures, and guidelines.

Requirements

• High school diploma or equivalent required; bachelor’s degree preferred.
• 1+ year of experience interacting with people and displaying excellent service skills (through work, military, or education).
• Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) preferred.
• Cash handling experience preferred.
• Ability to provide excellent customer service with a helpful, friendly, and professional disposition.
• Strong verbal and written communication skills.
• Team player approach with the ability to thrive in a continually changing environment.
• Critical thinking skills and attention to detail for accurate and efficient productivity.
• Ability to work without close supervision and maintain confidentiality.
• Willingness to follow policies and procedures, including safety and security measures.
• Ability to travel to other work locations (e.g., for training or staffing shortages) as needed.
• Proficiency in using computers and Microsoft Office applications necessary for essential job functions.
• Ability to operate customary business equipment and technology, with or without accommodation.

Benefits

• Generous paid time off (PTO).
• 401(k) matching.
• Comprehensive health, dental, and vision insurance (including pet insurance).
• Special perks and discounts.