Client Service Specialist

5 months ago

Western Grove, United States Bank OZK Full time

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 Banks 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 banks 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; bachelors 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:

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.

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.

  • Client Service Specialist

    1 month ago

    Pine Grove, United States Fortune Brands Home & Security Full time

    The Client Service Specialist plays a key role in creating a positive experience for our clients. This role requires the ability to work in a fast-paced environment that entails the management of calls and emails from customers, as well as tracking a Client Service, Specialist, Customer Service, Customer Experience, Field Service, Manufacturing, Retail

  • Service Advisor

    3 days ago

    Inver Grove Heights, Minnesota, United States Sun Auto Tire and Service Full time

    About UsTGK Automotive Specialists has been serving our clients with honesty and integrity since 2007. We pride ourselves on providing the highest level of repair and service at a fair price, while maintaining a commitment to client satisfaction.We are currently seeking a skilled Sales and Service Advisor to join our team. This individual will be responsible...

  • Client Service Specialist I

    6 months ago

    Elk Grove, United States Umpqua Bank Full time

    Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...

  • Client Service Specialist

    1 month ago

    Pine Grove, United States Fortune Brands Full time

    Company Description Fortune Brands Innovations, Inc. is an industry-leading innovation company focused on creating smarter, safer and more beautiful homes and improving lives. Our driving purpose is that we elevate every life by transforming spaces into havens. We believe our work and our brands can have incredibly positive impacts for not just our business...

  • Client Service Specialist

    3 weeks ago

    Pine Grove, United States Fortune Brands Full time

    Company Description Fortune Brands Innovations, Inc. is an industry-leading innovation company focused on creating smarter, safer and more beautiful homes and improving lives. Our driving purpose is that we elevate every life by transforming spaces into havens. We believe our work and our brands can have incredibly positive impacts for not just our business...

  • Client Support Specialist

    6 months ago

    Elk Grove, United States AVM California Solutions Full time

    Our team delivers the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. We are eagerly searching for a driven and eager individual to step into our Client Support Representative role to help us achieve our lofty goals. The Client Support...

  • Client Experience Champion

    7 days ago

    Elk Grove, California, United States AVM California Solutions Full time

    At AVM California Solutions, we're seeking a talented Client Support Specialist to join our team. In this role, you'll be responsible for delivering exceptional client experiences, building strong relationships with customers, and driving sales growth.About the RoleWe anticipate this year to be our most successful yet, and we're looking for a driven...

  • Client Service Coordinator

    3 months ago

    Lake Grove, United States Banfield Full time

    Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets...

  • Client Relations Associate

    6 months ago

    Western Springs, United States Stretch Zone Full time

    Health, Wellness and Fitness Professionals Compensation / Perks:  $10 -$15 per hour High-energy atmosphere Career growth opportunities Continuing education opportunities Employment Type: Front Desk Associate Are you seeking a position that allows you to use your administrative and customer service skills to make a difference in the lives of others?...

  • Finance Specialist

    7 days ago

    Western, United States Genesis10 Full time

    Job DescriptionGenesis10 is seeking a highly skilled Finance Specialist to join our consumer finance lender firm client in West Woodbury, NY. This is a 3-month + contract position that can be worked remotely from the comfort of your own home.About the JobThis is a consulting engagement based on EST time zone working hours and has a duration of approximately...

  • Luxury Property Specialist for High-Profile Clients

    3 days ago

    Maple Grove, Minnesota, United States Keller Williams Classic Realty NW Full time

    Embark on a rewarding career as a Luxury Property Specialist in our esteemed Sports & Entertainment Real Estate division. As part of Keller Williams Classic Realty NW, you will have the unique opportunity to work with elite clients, including athletes, entertainers, and top-tier professionals, seeking extraordinary real estate services.About the RoleWe are...

  • Account Manager for Fleet Services

    7 days ago

    Oak Grove, Missouri, United States Best-One Tire & Service Full time

    Best-One Tire & Service: Commercial Fleet Sales Specialist OpportunityWe are a reputable Commercial Tire Dealership seeking an ambitious and driven individual to serve as our Commercial Fleet Tire Sales Specialist.This is a rewarding career opportunity where we prioritize high-quality standards, respect, and dignity for all employees. We aim to provide...

  • Service Excellence Specialist

    1 week ago

    Oak Grove, Kentucky, United States ARGENT ENERGY Full time $17 - $29 per hour

    We are committed to hiring talented individuals who share our passion for delivering exceptional customer experiences. As a Service Excellence Specialist at Argent Energy, you will have the opportunity to make a meaningful impact on our clients' lives by providing personalized support and guidance.Responsibilities:Engage with clients through multiple...

  • Merchandiser Specialist

    1 week ago

    Western Springs, United States Acosta Group Full time

    Merchandiser Specialist General Information Company: PRE-US Location: WESTERN SPRINGS, Illinois, 60558 Ref #: 78346 Function: Merchandising Employment Duration: Part-time Description and Requirements As a Premium Merchandiser Specialist, you'll represent hundreds of brands across several retail locations. You will work with a diverse set of products...

  • Client Services Scheduler

    3 months ago

    Downers Grove, United States Drapery Connection Full time

    We are looking to add key team member to contribute to our continuing growth. Someone who exhibits strong data entry skills and customer interaction skills.Principle Duties and Responsibilities in this role are: Outbound calling to set and schedule appointments for installers Respond and handle inbound calls from clients regarding their installation,...

  • Customer Service Specialist

    7 days ago

    Downers Grove, Illinois, United States Andy Herrero - State Farm Agent Full time

    Job OverviewWe are seeking a highly skilled Customer Service Specialist to join our team at Andy Herrero - State Farm Agent. In this role, you will have the opportunity to provide exceptional customer service and support to our clients.About the RoleThis is an excellent career opportunity for individuals who are passionate about customer service and...

  • Technical Sales Specialist

    7 days ago

    Elk Grove Village, Illinois, United States Pacific Advisory Service Full time

    **Job Overview:**Pacific Advisory Service is a leading provider of innovative automation solutions, and we are seeking an experienced Technical Sales Specialist to join our team.**Salary:** $80,000 - $110,000 per year, depending on experience.**Job Description:**As a Technical Sales Specialist, you will be responsible for driving sales growth by identifying...

  • Customer Service Professional

    7 days ago

    Downers Grove, Illinois, United States Andy Herrero - State Farm Agent Full time

    Are you passionate about delivering exceptional customer experiences and dedicated to helping others achieve their goals? At Andy Herrero - State Farm Agent, we're excited to offer a rewarding career opportunity as an Insurance Specialist.About the RoleThis is a dynamic position that requires strong interpersonal and communication skills to engage...

  • Personal Care Specialist

    3 weeks ago

    Council Grove, Kansas, United States Phoenix Home Care Full time

    Job Summary:We are seeking a dedicated Personal Care Specialist to provide exceptional pediatric home services in Wichita, KS & surrounding areas. The ideal candidate will assist in developing and reviewing individual care plans, provide ongoing instruction and supervision to clients, and closely monitor their condition.Responsibilities:Develop and review...

  • Client Service Representative

    3 months ago

    Elk Grove Village, United States Kenneth Young Center Full time

    Client Service Representative (Part-Time) Kenneth Young Center is a 501(c)(3) not-for-profit dedicated to providing comprehensive outpatient behavioral health services to individuals of all walks of life. Located in the Northwest suburbs of Chicago, we offer a wide range of services including outpatient therapeutic care, recovery-oriented support, community...