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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. Knowledge, Skills & Abilities: Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) .

Why Bank OZK?:
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 <a href="https://careers.ozk.com/benefits" rel="noopener nofollow noreferrer" target="_blank">benefits</a>. 

Job Purpose & Scope:
<div class="WordSection1">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.</div> 

Essential Job Functions:
<div class="WordSection1"><ol><li>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. </li><li>Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions. </li><li>Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. </li><li>Actively participate in morning huddles. </li><li>May open new accounts, as needed and with documented approval of management. </li><li>Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management. </li><li>Actively promote teamwork, leading by example and taking initiative to assist others.</li><li>Demonstrate effective organizational and time management skills. </li><li>Provide backup and assistance to other retail banking locations, as requested. </li><li>Model and champion the Bank’s standards for exceptional customer service. </li><li>Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed. </li><li>Enthusiastically support the bank’s values and mission. </li><li>Display a high degree of integrity, trustworthiness, and professionalism at all times. </li><li>Complete all essential training timely. </li><li>Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members. </li><li>Maintain consistent, good punctuality and attendance to work. </li><li>Adhere to all Bank policies, procedures, and guidelines</li></ol></div> 

Knowledge, Skills & Abilities:
<div class="WordSection1"><ol><li>Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) </li><li>Knowledge of bank policies and procedures </li><li>Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition </li><li>Ability to communicate effectively both verbally and in writing </li><li>Ability to demonstrate team player approach, capable of thriving in a continually changing environment </li><li>Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail </li><li>Ability to work without close supervision </li><li>Ability to maintain confidentiality </li><li>Ability to follow policy and procedure including safety and security procedures </li><li>Ability to travel to other work locations (e.g., training, staffing shortages), as needed </li><li>Skill in using computer and Microsoft Office applications necessary to perform essential job functions</li></ol></div> 

Basic Qualifications:
<div class="WordSection1"><ol><li>High school diploma or equivalent required; bachelor’s degree preferred </li><li>1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required </li><li>Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred </li><li>Cash handling experience preferred</li></ol></div> 

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. #LI-BR1

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.

Bank OZK

Client Service Specialist (Teller)

Banking Operations

Banking Services

Communication Skills

Customer Relations

Customer Support/Service

Detail Oriented

Finance

Financial Services

Financial Transactions

Insurance

Maintain Compliance

Microsoft Office

Military

Operations Processes

Regulatory Compliance

Retail Banking

Risk Management

Safety Process

Small Business

Team Player

Technical Delivery

Time Management

Transaction Processing/Management

Willing to Travel

[AW]-iCims

ADAPTED_NOW

Minimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate’s degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree. Working Conditions: · Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.

Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part ofone of the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer’s experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include: * Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. * Processing transactions, opening accounts, and performing account maintenance. * Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines. * Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training. Minimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate’s degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree. · Previous instore banking experience is preferred, but not required. · Must be positive and engaging. Formal Education & Certification: · High School Diploma or equivalent required. Work Status: · Full-time. Supervisory Responsibility: · No. Travel: · Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location. Working Conditions: · Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs. Disclaimer: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Woodforest is an Equal Opportunity Employer, including Disability and Veterans. Job:Branch Banking* Organization:Florida* Title: *Teller Retail Banker* Location: *Florida-The Villages* Requisition ID: *073036*

Woodforest National Bank

Teller Retail Banker

Bank Management

Equipment Maintenance/Repair

Knowledge Base

Lift/Move 30 Pounds

Marketing

Needs Assessment

Problem Solving Skills

Resolve Customer Issues

Retail

Sales

Youll combine expertise, empathy, and hometown heart to help individuals and families plan wisely, invest confidently, and secure their futures. Represent our bank at community events, local gatherings, and business circles  sharing how we help neighbors protect what matters most.

TRUST OFFICER - Lake County, FL 
Join a community bank that knows trust is built one relationship at a time. About the Role: 
We believe banking is personal  especially when it comes to helping families protect their legacies. As our next Trust Officer, youll play a vital role in guiding clients through lifes most meaningful financial decisions. Youll combine expertise, empathy, and hometown heart to help individuals and families plan wisely, invest confidently, and secure their futures. This is more than a job  its an opportunity to make a lasting impact in your community while growing your career in a place where people truly matter. What Youll Do: <ul><li> Build lifelong relationships. Partner with clients to design trust and estate plans that reflect their goals, values, and family stories. </li><li> Collaborate with trusted partners. Work closely with clients attorneys, CPAs, and financial advisors to ensure every detail of the trust is handled with care. </li><li> Guide thoughtful investments. Partner with our in-house investment team to align portfolios with long-term objectives and the best interests of beneficiaries. </li><li> Keep clients informed and confident. Prepare and present trust accountings and financial reports with transparency and precision. </li><li> Be a local ambassador. Represent our bank at community events, local gatherings, and business circles  sharing how we help neighbors protect what matters most. </li><li> Deliver exceptional service. Bring integrity, professionalism, and personal attention to every relationship you manage. </li></ul> What You Bring: <ul><li> A strong foundation in trust and estate administration, financial planning, and fiduciary responsibility. </li><li> Excellent communication skills  you can translate complex financial concepts into clear, reassuring conversations. </li><li> A genuine connection to the community and a passion for helping people. </li><li> Discretion, professionalism, and a service-oriented mindset. </li></ul> Your Background: <ul><li> Bachelors degree in Finance, Accounting, or related field (Masters preferred). </li><li> CTFA certification or equivalent credential. </li><li> 3+ years of experience in a trust, investment, or legal setting. </li><li> A commitment to doing the right thing for every client, every time. </li></ul> Why Youll Love Working Here: 
When you join our Bank, you become part of something special  a locally rooted team that believes in service, trust, and community. Here, youll enjoy the best of both worlds: a welcoming small-town feel backed by the strength and stability of a respected financial institution. Were proud to serve our neighbors, friends, and families  and we cant wait for you to join us in making a difference every day. 
#INDA

J. Morrissey

Trust Officer

Accounting

Certified Public Accountant (CPA)

Community Banking

Fiduciary

Financial Planning

Financial Reporting

Futures

Legal

Service Delivery

HaleyMarketing

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Banking Jobs in Ocala, FL

Client Service Specialist (Teller) Bank OZK

Teller Retail Banker Woodforest National Bank

Trust Officer J. Morrissey

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