Client Service Specialist (Teller)

Bank OZK Bessemer City , NC 28016

Posted 2 months ago

Qualifications:

  • High school diploma or equivalent required; bachelor 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

Job Expectations:

Ability to operate normal and customary equipment/technology used in a business environment, with or without accommodation

Note: This description is not an exhaustive list of all job responsibilities, skills and standards required. Other job responsibilities, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

About Us:

Built on a legacy of more than 100 years in banking, we pride ourselves on our commitment to excellence, exceptional customer service, and year-after-year recognition of our industry leading financial performance. Uniquely positioned with our own internal Fintech team, we create and offer innovative personal and business banking solutions.

We are dedicated to building community and strive to help our customers succeed financially. By helping to facilitate financial stability for our customers, we positively impact their lives and support families and our communities. We are socially responsible. We also aspire to foster a productive and enriching work environment for our team members. When our customers and team members thrive, we achieve success for our bank.

About You:

Being the best bank for our customers and team members begins with outstanding talent that possesses and displays the following attributes:

  • Helpful, friendly, approachable, enthusiastic and professional disposition

  • Accurate and efficient productivity

  • Team player approach, capable of thriving in a continually changing environment

  • Critical thinking skills

Your Role:

In this role, you will build professional relationships with customers and promote a positive, helpful and friendly team environment. You will contribute your unique talents, skills and experiences to help our customers, your team and our bank get better every day, providing exceptional customer service at all times.

Our successful team members perform the following responsibilities every day:

  • Enthusiastically support the bank's values and mission

  • Engage customers in meaningful conversations regarding their financial needs and goals, identifying referral opportunities for banking center team members

  • Cultivate professional relationships with customers, listening carefully to their needs and displaying empathy to provide the best service possible

  • Proactively help to resolve customer concerns in a timely, professional and positive manner, escalating issues to next level of authority, as needed

  • Display a high degree of integrity, trustworthiness and professionalism at all times

  • Actively promote teamwork, leading by example and taking initiative to assist others

  • Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud

  • Open new accounts, as needed, and recommend new products and services to meet customer needs

  • Complete all essential training and display enthusiasm for continuous learning, accepting constructive feedback from more experienced team members

  • Maintain consistently good punctuality and attendance to work

  • Follow Bank policy, procedures and guidelines to protect customers and bank assets

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Inside Financial Specialist

Fidelity Investments

Posted 2 months ago

VIEW JOBS 5/17/2021 12:00:00 AM 2021-08-15T00:00 Job Description: We have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater Charlotte area! The position is fully remote and requires you reside in the Greater Charlotte, North Carolina area. We offer virtual interviewing and on boarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely. As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client * Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client * Collaborate with internal business partners to research and resolve complex client requests * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2. We welcome those with experience in jobs such as Retail Manager, Online Merchant, and Merchandiser and others in the Retail to apply. Fidelity Investments Bessemer City NC

Client Service Specialist (Teller)

Bank OZK