Client Service Specialist (Teller)

About the role

Bank OZK is a nationally recognized industry leader in financial services with over 120 years of legacy. 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, identifying referral opportunities, and processing financial transactions.
• Utilize assessment tools to maintain detailed notes on customer interactions and uncover needs, making appropriate recommendations and submitting referrals to banking center team members or line-of-business partners.
• 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.
• Demonstrate competency and accountability in maintaining banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management.
• Promote teamwork by leading by example and assisting others, including providing backup to other retail banking locations as requested.
• Model and champion the Bank’s standards for exceptional customer service, demonstrating empathy and proactively resolving client concerns in a timely and professional manner.
• Support the bank’s values and mission enthusiastically, displaying 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, adhering 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, demonstrated through work, military, and/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, approachable, and professional disposition.
• Strong verbal and written communication skills.
• Demonstrated ability to work as a team player 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 policy and procedure, including safety and security protocols.
• 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 to perform 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.

Learn more about Bank OZK benefits.