Company Overview
Join Bank of Oak Ridge as a Client Services Specialist and play a key role in building lasting relationships with our clients. In this role, you’ll support customers by providing tailored financial solutions, cross-selling banking services, and processing transactions with accuracy. You’ll assist with account openings, lending inquiries, and wealth management referrals while delivering exceptional customer service.
Key Responsibilities
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Build and maintain strong client relationships
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Identify client needs and offer appropriate financial solutions
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Promote, refer, and cross-sell banking services (insurance, wealth management, mortgage)
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Process teller transactions (deposits, withdrawals, check cashing, etc.)
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Open new accounts and respond to product inquiries
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Research and resolve client concerns with professionalism
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Provide coverage at different branch locations as needed
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Serve as Client Connect / ITM Representative on Saturdays
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Ensure compliance with BSA/AML regulations and internal policies
Qualifications
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High school diploma or equivalent (Bachelor’s degree preferred)
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2+ years of customer service experience (banking/financial services preferred)
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Prior lending experience a plus
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Strong written and verbal communication skills
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Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
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Detail-oriented, organized, and able to manage multiple priorities
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Team player with a positive, professional attitude
Why Join Us?
At Bank of Oak Ridge, we value collaboration, growth, and customer-first service. If you’re looking for a career where you can make a real impact, apply today!