Client Service Specialist
Bank OZK
Client Service Specialist
Bank OZK
Regional bank financing commercial real estate
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.
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.
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.
Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management.
Actively promote teamwork, leading by example and taking initiative to assist others.
Demonstrate effective organizational and time management skills.
Provide backup and assistance to other retail banking locations, as requested.
Model and champion the Bank’s standards for exceptional customer service.
Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.
Enthusiastically support the bank’s values and mission.
Display a high degree of integrity, trustworthiness, and professionalism at all times.
Complete all essential training timely.
Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
Maintain consistent, good punctuality and attendance to work.
Adhere to all Bank policies, procedures, and guidelines
Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
Knowledge of bank policies and procedures
Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
Ability to communicate effectively both verbally and in writing
Ability to demonstrate team player approach, capable of thriving in a continually changing environment
Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
Ability to work without close supervision
Ability to maintain confidentiality
Ability to follow policy and procedure including safety and security procedures
Ability to travel to other work locations (e.g., training, staffing shortages), as needed
Skill in using computer and Microsoft Office applications necessary to perform essential job functions
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 and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred
Cash handling experience preferred
Operate customary equipment and technology used in a business environment, with or without accommodation.
Notes: 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.
This position is not eligible for employer-sponsored work authorization or immigration assistance. Applicants must be able to maintain authorization to work in the United States without current or future sponsorship by Bank OZK.
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.
Bank OZK is a regional bank that focuses on commercial real estate construction financing for institutional-grade developers in major U.S. markets. It funds large CRE loans through its Real Estate Specialties Group (RESG) using a strong retail deposit base, complemented by a high‑performing Corporate and Institutional Banking division that includes sponsor, equipment, and fund finance, supported by in-house capital markets and treasury services. The bank differentiates itself with disciplined underwriting, deep expertise in complex assets, and execution certainty, enabling large, senior-secured facilities and diversified revenue across CRE and corporate banking. Its goal is to maintain leadership in high-barrier urban projects while staying resilient through cycles by expanding services and deepening institutional client relationships.
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