CSR-Charlotte
Bank of the Ozarks - Charlotte, NC

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Job Purpose and Scope:

To attract new customers, to serve existing customers both in person and by telephone; to provide the kind of service which would make people want to do business with Bank of the Ozarks.

Essential Job Functions:

  • Arrive at work promptly and as scheduled, following written security procedures.

  • Provide assistance to customers in lobby, drive-through and over the telephone.

  • Open checking accounts, savings accounts, certificates of deposit, and IRAs.

  • Order checks and deposit tickets.

  • Sell bank products and services.

  • Respond to and follow-up with customer inquiries, complaints, and problems.

  • Type and mail new customer letters.

  • Approve checks/deposits up to the limit set by bank policy and the manager.

  • Function as a teller as assigned or needed.

  • Ensure branch facility is opened and closed according to proper procedures as assigned or needed.

  • Handle opening, closing, and maintenance of safe deposit boxes. Responsible for the collection efforts and drilling of past due safe deposits.

  • Handle branch security issues in absence of manager.

  • Provide assistance to customers in lobby, drive-through, and over the telephone.

  • Accurate utilization of the teller system and computer system.

  • Make Mortgage Loan, Trust, First Data and IPI referrals.

  • Preparation of Cashier’s Checks and Traveler’s Checks and daily reconciliation of such items.

  • Regular use of fax, copier, check protector, and currency counter.

  • Daily balancing of ATM.

  • Work closely with support personnel in researching customer requests.

  • Adhere to written bank policies and procedures as directed.

  • Maintain good punctuality and attendance to work.

  • On-boarding customers into Bankers Insight

  • Work on campaign leads and alerts through Bankers Insight

  • Work closely with team mates to reach branch key performance indicators (Banker’s Insight)


  • Marginal Duties:

  • Order supplies

  • Process loose coin through automatic coin machine

  • Strap and bundle currency to be sold to the Federal Reserve Bank

  • Familiarity with consumer lending application process.


  • Knowledge, Skills & Abilities:

  • Excellent computer skills

  • Good math skills

  • Ability to use a 10-key calculator

  • Ability to work without close supervision

  • Ability to provide excellent customer service

  • Excellent communication skills

  • Work well under pressure and with deadlines

  • Ability to adapt well to change

  • Manages difficult or emotional customer situations

  • Responds promptly to customer needs

  • Maintains confidentiality


  • Equipment Used in Job Performance/Working Environment:

  • Computer

  • 10-Key Calculator

  • Photocopy Machine

  • Facsimile Machine

  • Coin sorter/wrapper

  • Currency counter

  • Check Protector

  • Automatic Teller Machine

  • 2 wheel-4 wheel dolly

  • Telephone

  • Scanner


  • Major Job Demands (Physical/Mental):

  • Lifting/carrying bags of coin weighing up to 50 pounds.

  • Knowing and following bank policies and procedures.

  • Decision Making

  • Problem Solving

  • Exceeding the expected level of customer service

  • Adapting to customer requests and demands and responding professionally to even the most disgruntled customer.


  • Position Requirements

    Basic Qualifications:

  • Minimum six (6) months cash handling experience

  • Minimum six (6) months customer service experience

  • 10-Key knowledge

  • High school diploma or equivalent

  • Bank of the Ozarks - 2 years ago - save job
    About this company
    43 reviews
    Bank of the Ozarks, Inc. is a bank holding company. The Company wholly owns a state chartered subsidiary bank, Bank of the Ozarks (the...