Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK • Carrollton, GA • 2w ago

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 benefits (https://careers.ozk.com/benefits) .

Job Purpose & Scope

Responsible for providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times.

Essential Job Functions

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.

Open and service deposit accounts, including complex business accounts.

Originate a consumer loan portfolio.

Conduct outbound business development and community involvement activities.

Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership.

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

Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.

Proactively serve as a role model for banking center team members and coach relationship-building activities.

Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning.

Provide backup and assistance to other retail banking roles and locations, as necessary.

Model and champion the Bank's standards for exceptional customer service.

Enthusiastically support the bank's values and mission.

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

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

Complete all essential training timely.

Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.

Maintain consistently good punctuality and attendance to work.

Adhere to all Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities

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 demonstrate confidence and act as a trusted advisor.

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

Basic Qualifications

High school diploma or equivalent required; bachelor's degree preferred

1+ year retail customer service and/or sales experience required

Knowledge of business and consumer products required

Knowledge of, experience with and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred

Proven ability to achieve sales goals and financial targets preferred

Experience in a leadership and/or coaching role strongly preferred

NMLS, or successful completion of NMLS process within 30 days of hire, required.

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-MR2

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.

Similar Jobs

Consumer Banking Relationship Specialist (Relationship Banker)

Bank OZK • Carrollton, GA • 1d ago

Finance, Accounting & Banking

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 se...

1d ago

Go to Apply

Loan Sales Specialist

OneMain Financial • Douglasville, GA • 3w ago

Finance, Accounting & Banking

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitiv...

3w ago

Go to Apply

Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK • Buchanan, GA • 3w ago

Finance, Accounting & Banking

3w ago

Go to Apply

Account Manager

Allied Universal • Palmetto, GA • 10min ago

Management & Administrative

Company Overview: Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative...

10min ago

Go to Apply

Store Operations Manager #157 - Newnan, GA

Academy Sports + Outdoors • Newnan, GA • 4h ago

Retail & Hospitality

Store 157 - Newnan - Newnan, GA Full time R335764 Who We Are At Academy Sports + Outdoors our vision is to be the best sports + outdoors retailer in the country - but what truly sets us apart is our people. We're a passi...

4h ago

Go to Apply

Retail General Manager - Trainee

Pilot Company • Villa Rica, GA • 10h ago

Retail & Hospitality

Company Description Pilot Company is an industry-leading network of travel centers with more than 30,000 team members and over 750 retail and fueling locations in 44 states and six Canadian provinces. Our energy and logi...

10h ago

Go to Apply

Physical Therapy Assistant

PruittHealth • Franklin, GA • 12h ago

Hospital & Medical

PHYSICAL THERAPY ASSISTANT (PTA) THERAPY SERVICES Join the PruittHealth family, where the health and safety of our workforce is our top priority! We're not only committed to your career, we're committed to the health and...

12h ago

Go to Apply

Part Sales Manager - Full Time

AutoZone, Inc. • Palmetto, GA • 1d ago

Management & Administrative

Job Description AutoZone's Store Management team drives store performance, fosters a productive team, and ensures exceptional customer service. Managers and MITs play a key leadership role, expected to Live The Pledge an...

1d ago

Go to Apply

Customer Service Representative

Gerber Collision & Glass • Newnan, GA • 1d ago

Management & Administrative

GA Newnan - 124113 Full time R064346 Company: Gerber Collision & Glass Great Teams Don't Happen by Accident Built with Intent. Driven by YOU. At the Gerber Collision & Glass , our teams work to provide the elite...

1d ago

Go to Apply

Customer Service Representative

Gerber Collision & Glass • Carrollton, GA • 1d ago

Management & Administrative

GA Carrollton - 124129 Full time R064234 Company: Gerber Collision & Glass Great Teams Don't Happen by Accident Built with Intent. Driven by YOU. At the Gerber Collision & Glass , our teams work to provide the el...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)