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Customer Success Executive

2 months ago

Nashville, Tennessee, United States Bank OZK Full time

About Us:

At Bank OZK, we pride ourselves on our commitment to excellence, exceptional customer service, and year-after-year recognition of our industry leading financial performance. Our unique position with our own internal Fintech team enables us to create and offer innovative personal and business banking solutions.

About You:

We are seeking a talented individual who possesses and displays the following attributes:

  • Helpful, friendly, approachable, enthusiastic and professional disposition
  • Accomplished inside sales leader
  • Tenacious focus on the delivery of an exceptional customer experience
  • Accurate and efficient productivity, capable of working autonomously
  • Team player approach, capable of thriving in a continually changing environment
  • Critical thinking skills

Your Role:

In this role, you will build professional relationships with customers and provide sales leadership and coaching to team members. You will utilize your knowledge of consumer and small business banking products and services to help our customers meet their financial needs and goals. You will contribute your unique talents, skills and experiences to help cultivate, maintain and strengthen relationships with the community, providing exceptional customer service while meeting the financial needs of our customers.

Key Responsibilities:

  • Engage customers in meaningful conversations regarding their financial needs and goals, identifying consumer and small business products, services and digital solutions to meet those needs
  • Open and service complex small business and personal, consumer accounts
  • Conduct outbound sales calls and teleconsulting
  • Model banking center lobby leadership
  • Proactively serve as role model for client service and consumer banking team members and coach sales activities, including opportunity spotting/referrals, joint selling, outbound calling and lobby management
  • Cultivate professional relationships with customers, listening carefully to their needs and displaying empathy to provide the best service possible
  • 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 and display enthusiasm for continuous learning, accepting constructive feedback from more experienced team members
  • Maintain consistently good punctuality and attendance to work
  • Follow Bank policy, procedures and guidelines to protect customers and bank assets

Requirements:

  • High school diploma or equivalent required; bachelor 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 preferred (required for lending activities)