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Senior Manager of Association Services Relationships

2 months ago

St Petersburg, United States Bank OZK Full time
Job Overview

As a pivotal member of Bank OZK, you will be accountable for the retention and growth of key business relationships within our Association Services clientele.

Your role will involve collaborating with both external and internal stakeholders, including referral sources and business partners, to deliver expert guidance in Association Services while ensuring a client-centric approach and managing associated risks.

Key Responsibilities

1. Cultivate and enhance essential client relationships within the Association Services sector to foster growth and loyalty to Bank OZK.

2. Provide ongoing account management and support, addressing client needs and coordinating with team members as necessary.

3. Strengthen existing client connections by proactively understanding their requirements through consistent communication.

4. Identify opportunities for additional services and products, discussing these with clients and connecting them with the appropriate internal resources.

5. Conduct timely follow-ups on newly launched services to ensure they align with client expectations.

6. Assess and mitigate risks related to operations, regulations, credit, and reputation.

7. Manage the opening of new accounts through the Bank's account management system.

8. Perform various administrative duties as required.

9. Ensure the accurate acquisition, verification, and retention of all new and updated account documentation.


10. Execute necessary Customer Identification Program (CIP) and Customer Due Diligence (CDD) tasks for new and existing clients.


11. Process and confirm customer file updates for all Association Services clients.

12. Regularly apply discretion and judgment in executing essential job functions.

13. Adhere to bank policies, procedures, and guidelines.

14. Maintain excellent punctuality and attendance.Qualifications

- In-depth knowledge of the Community Association industry from both a practitioner’s and a banking perspective.

- Strong interpersonal skills to engage effectively with all levels of staff in a client-focused environment.

- Proven ability to build and sustain productive relationships with clients, vendors, and colleagues.

- Competence in managing multiple projects and tasks concurrently, meeting deadlines with minimal supervision.

- Ability to comprehend and interpret various documents, including safety protocols and operational manuals.

- Proficient communication skills, both verbal and written, with the ability to present information effectively to groups.

- Problem-solving skills to navigate diverse situations with limited standardization.

- Strong attention to detail, ensuring accurate and timely work output.

- Capability to fulfill customer commitments promptly.

- Willingness to travel for business as necessary.

- Proficient in using computers, including Microsoft Word, PowerPoint, and Excel.

Education and Experience

- Bachelor’s degree in business or a related field, or equivalent professional experience is required.

- A minimum of five years of experience in a relevant community association role or transferable skills is preferred.

Note:
This job description is not exhaustive and may be subject to change as management sees fit. Bank OZK is an equal opportunity employer, considering all 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 law.