Banking Relationship Specialist (Senior Relationship Banker)

Overview

Bank OZK holds a legacy of more than 120 years in the banking industry and is widely recognized as a national leader in financial services. The organization blends superior service with innovative technologies to deliver smart solutions to clients across the country. We support small businesses, invigorate local economies, and contribute to the growth of major cities nationwide. This is a place where careers are built through ongoing development, underpinned by a strong team and a comprehensive benefits package. Our benefits program focuses on physical, mental, and financial wellbeing, including generous paid time off, 401(k) matching, health, dental, vision and pet insurance, plus special perks and discounts.

Location

Bradenton, Florida 34203

Job Purpose & Scope

Lead sales efforts and provide coaching to team members by applying knowledge of banking products and services to establish professional relationships with customers and prospects. Engage in meaningful conversations about financial needs and goals, foster a positive and collaborative team environment, and consistently deliver exceptional customer service.

Essential Job Functions

• Cultivate professional relationships with customers, use assessment tools, and engage in meaningful conversations to identify needs, make appropriate recommendations, and refer to banking center teammates or line of business partners.
• Utilize assessment tools to maintain detailed notes on customer conversations and interactions.
• Open and service deposit accounts, including complex business accounts.
• Originate a consumer loan portfolio.
• Engage in outbound business development and community involvement activities.
• Participate actively in morning huddles, calling efforts, business development, and coaching conversations with leadership.
• Process account transactions accurately and efficiently to minimize errors and reduce fraud.
• Demonstrate empathy and resolve client concerns in a timely, professional, and positive manner, escalating issues as needed.
• 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, outstanding 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.
• Support the bank’s values and mission with energy and commitment.
• Demonstrate integrity, trustworthiness, and professionalism at all times.
• Promote teamwork, lead by example, and take initiative to assist others.
• Complete all essential training in a timely manner.
• Display enthusiasm for continuous learning and apply constructive feedback from more experienced teammates.
• Maintain reliable punctuality and attendance.
• Adhere to all bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities

• Knowledge of bank products and services, including online banking, mobile banking applications, and banking cards
• Knowledge of bank policies and procedures
• Ability to deliver excellent customer service with a helpful, friendly, approachable, enthusiastic, and professional demeanor
• Ability to project confidence and serve as a trusted advisor
• Strong verbal and written communication skills
• Team-oriented mindset with the ability to thrive in a dynamic environment
• Critical thinking skills with accurate and efficient productivity and attention to detail
• Ability to work without close supervision
• Ability to maintain confidentiality
• Ability to follow policies and procedures including safety and security procedures
• Willingness to travel to other work locations as needed for training or staffing
• Proficiency with computers 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 and ability to explain bank products, online banking, mobile banking applications, and banking cards preferred
• Proven ability to achieve sales goals and financial targets preferred
• Leadership and/or coaching experience strongly preferred
• NMLS, or successful completion of the NMLS process within 30 days of hire, required

Job Expectations

Operate customary equipment and technology used in a business environment, with or without accommodations.

Note: This description is not an exhaustive list of all job functions, duties, skills, or standards required. Management reserves the right to add or change requirements at any time.

Benefits

Bank OZK offers a comprehensive benefits package to support team members' wellbeing, including generous paid time off, 401(k) with matching, and health, dental, vision and pet insurance, along with special perks and discounts.

Equal Employment Opportunity

Bank OZK is an equal opportunity employer and provides 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.