Relationship Banking Specialist

7 days ago

Jacksonville Beach Florida, United States Bank OZK Full time
Job Summary

As a Relationship Banking Specialist at Bank OZK, you will play a critical role in building and maintaining professional relationships with customers, providing exceptional customer service, and promoting a positive team environment.

Key Responsibilities
  • Cultivate and maintain relationships with customers, utilizing assessment tools and engaging in meaningful conversations to understand their financial needs and goals.
  • Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
  • Open and service deposit accounts, facilitating and processing account transactions accurately and efficiently.
  • Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership.
  • Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner.
  • Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning.
  • Actively promote teamwork, leading by example and taking initiative to assist others.
  • Provide backup and assistance to other retail banking roles and locations, as necessary.
  • Model and champion Bank OZK'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.
  • 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.
Requirements
  • High school diploma or equivalent required; bachelor's degree preferred.
  • 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required.
  • Basic knowledge of personal finance and household budgeting required.
  • Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred.
  • Experience in retail customer service and/or sales preferred.
  • NMLS preferred (required for lending activities).

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