Finance Jobs in Bradenton, FL

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26d ago

Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK Bradenton, FL

Bradenton, FL

26d ago

Full time Senior Banker Banking

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Job Description

A Banking Relationship Specialist (Senior Relationship Banker) position with Bank OZK is based onsite in Bradenton, FL and centers on sales leadership, coaching, and building professional relationships to meet financial needs and deliver exceptional service.

Responsibilities

Build and nurture professional client relationships using assessment tools and meaningful conversations to uncover needs, make suitable recommendations, and refer referrals to banking center teams or business partners.
Use assessment tools to capture 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 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 proactively resolve client concerns in a timely, professional, and positive manner, escalating when needed.
Serve as a role model for the banking center team and coach relationship-building activities.
Collaborate with line of business partners to foster teamwork, exceptional service, and ongoing learning.
Provide backup assistance to other retail banking roles and locations as necessary.
Model and uphold the Bank's standards for exceptional customer service.
Support the bank's values and mission with enthusiasm.
Maintain a high level of integrity, trustworthiness, and professionalism at all times.
Promote teamwork, lead by example, and take initiative to assist others.
Complete all required training on time.
Embrace continuous learning and apply constructive feedback from experienced teammates.
Maintain reliable punctuality and attendance.
Adhere to all Bank policies, procedures, and guidelines.

Requirements

Knowledge of bank products and services including online banking, mobile banking applications, and banking cards.
Knowledge of bank policies and procedures.
Demonstrated ability to provide excellent customer service with a friendly, approachable, enthusiastic, and professional demeanor.
Ability to act as a trusted advisor with confidence.
Effective verbal and written communication skills.
Team player mindset capable of thriving in a dynamic environment.
Strong critical thinking, attentive to detail, and productive in a fast-paced setting.
Ability to work without close supervision and maintain confidentiality.
Adherence to policy, procedure, safety, and security protocols.
Willingness to travel to other locations for training or staffing needs as required.
Proficiency with computer use and Microsoft Office applications.
High school diploma or equivalent required; bachelor’s degree preferred.
1+ year of retail customer service and/or sales experience required.
Knowledge of business and consumer banking products required.
Experience with and ability to explain bank products, online banking, mobile banking applications, and banking cards preferred.
Proven ability to meet sales goals and financial targets preferred.
Leadership or coaching experience strongly preferred.
NMLS license, or successful completion of the NMLS process within 30 days of hire, required.

Technologies

Microsoft Office

Benefits

PTO (paid time off)
401(k) matching
Health insurance
Dental insurance
Vision insurance
Pet insurance
Special perks and discounts

Job Expectations

Operate standard office equipment and technology used in a business environment, with or without accommodation.

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