Banking Relationship Spec

6 months ago

Nashville, United States Bank OZK Full time

Position Description:

About Us:

Built on a legacy of more than 100 years in banking, we pride ourselves on our commitment to excellence, exceptional customer service, and year-after-year recognition of our industry leading financial performance. Uniquely positioned with our own internal Fintech team, we create and offer innovative personal and business banking solutions.

We are dedicated to building community and strive to help our customers succeed financially. By helping to facilitate financial stability for our customers, we positively impact their lives and support families and our communities. We are socially responsible. We also aspire to foster a productive and enriching work environment for our team members. When our customers and team members thrive, we achieve success for our bank. 

About You:

Being the best bank for our customers and team members begins with outstanding talent that 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. You will proactively help your team and our bank get better every day.

Our successful team members perform the following responsibilities every day:

Enthusiastically support the bank’s values and mission Engage customers in meaningful conversations regarding their financial needs and goals, identifying consumer and small business products, services and digital solutions, including deposits, loans, business online banking, mobile applications and treasury and merchant services, 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

Job Expectations:

Ability to operate normal and customary equipment/technology used in a business environment, with or without accommodation

Note: This description is not an exhaustive list of all job responsibilities, skills and standards required. Other job responsibilities, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

Position Requirements:

Qualifications:

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)

  • Private Banking Relationship Manager

    4 weeks ago

    Nashville, Tennessee, United States Old National Bank Full time

    At Old National Bank, we are seeking a highly skilled Private Banker to join our team. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.The ideal candidate will be responsible for delivering an...

  • Relationship Banker

    2 weeks ago

    Nashville, United States First Horizon Bank Full time

    Location: On site at location listed in posting. Summary  If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them...

  • Relationship Banker

    3 weeks ago

    Nashville, United States First Horizon National Corporation Full time

    Location: On site at location listed in posting.SummaryIf you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them...

  • Relationship Banker

    2 months ago

    Nashville, United States First Horizon Bank Full time

    Location: On site at location listed in posting. Summary  If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them...

  • Relationship Banker

    2 weeks ago

    Nashville, United States First Horizon Bank Full time

    Job DescriptionLocation: On site at location listed in posting.Summary If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills...

  • Relationship Banker

    1 week ago

    Nashville, United States First Horizon National Corporation Full time

    Location: On site at location listed in posting.SummaryIf you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them...

  • Regional Banking Manager

    4 weeks ago

    Nashville, Tennessee, United States Jobot Full time

    Job Title: Regional Banking ManagerLead Business Development and Commercial Lending InitiativesThis is a key role at Jobot, a leading financial institution known for cultivating strong relationships and providing tailored financial solutions.Job SummaryThe Regional Banking Manager is responsible for managing a portfolio of commercial clients, focusing on...

  • Relationship Banker I

    1 month ago

    Nashville, Tennessee, United States Regions Bank Full time

    About the RoleAt Regions Bank, we're committed to making life better for our customers and communities. As a Relationship Banker I, you'll play a vital role in delivering exceptional customer experiences, both in-person and over the phone. Your primary responsibility will be to provide personalized service, process transactions, and identify opportunities to...

  • Senior Relationship Banker

    1 month ago

    Nashville, Tennessee, United States PNC Full time

    Job SummaryPNC is seeking a highly skilled Senior Relationship Banker to join our Commercial Banking team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing them with tailored financial solutions to meet their needs.Key Responsibilities:Develop and execute relationship...

  • Banking Center Manager I

    4 weeks ago

    Nashville, Tennessee, United States First Horizon Bank Full time

    Job SummaryWe are seeking a highly motivated and experienced Banking Center Manager to lead our team and drive business growth. As a key member of our leadership team, you will be responsible for overseeing all banking center functions, building and maintaining client relationships, and developing and implementing strategies to meet or exceed business...

  • Investment Banking MD/Director

    4 days ago

    Nashville, United States Selby Jennings Full time

    Job Title: Investment Banking Director / MD Salary: $225,000 Company Summary: We are currently partnered with a Health Care Middle Market Investment Banking Firm. In this role, you'll collaborate with top professionals in the field, using your expertise to lead high-profile transactions, foster client relationships, and drive strategic growth. Our client...

  • Investment Banking MD/Director

    4 days ago

    Nashville, United States Selby Jennings Full time

    Job Title: Investment Banking Director / MD Salary: $225,000 Company Summary: We are currently partnered with a Health Care Middle Market Investment Banking Firm. In this role, you'll collaborate with top professionals in the field, using your expertise to lead high-profile transactions, foster client relationships, and drive strategic growth. Our client...

  • Trust Relationship Specialist

    1 month ago

    Nashville, Tennessee, United States Regions Bank Full time

    Job Description:At Regions Bank, we are seeking a highly organized and detail-oriented Trust Relationship Specialist to provide administrative support to our trust department. As a key member of our team, you will be responsible for responding to customer inquiries, creating and maintaining account documentation, and processing trust transactions.Key...

  • Senior Banking and Finance Attorney

    4 weeks ago

    Nashville, Tennessee, United States Jobot Full time

    Join a Top-Ranked Banking and Finance TeamAt Jobot, we're seeking a talented Banking and Finance Associate Attorney to join our esteemed team. As a key member of our banking and finance law practice, you'll have the opportunity to work with a prestigious law firm known for its excellence and innovation in banking and finance law.Key Responsibilities:Provide...

  • Commercial Banking Officer

    4 weeks ago

    Nashville, Tennessee, United States ServisFirst Bank Full time

    Job SummaryAt ServisFirst Bank, we are seeking a highly skilled Commercial Banking Officer to join our team. This role is responsible for developing new business, underwriting, structuring, and closing commercial loans, as well as maintaining and servicing an existing portfolio.Key ResponsibilitiesEvaluate client needs and offer appropriate financial...

  • Banking Center Manager I

    4 weeks ago

    Nashville, Tennessee, United States First Horizon Bank Full time

    Job SummaryWe are seeking a highly motivated and experienced Banking Center Manager to lead our team and drive business growth. As a key member of our leadership team, you will be responsible for overseeing all banking center functions, building and maintaining client relationships, and developing and implementing strategies to meet or exceed business...

  • Senior Relationship Manager

    4 weeks ago

    Nashville, Tennessee, United States PNC Financial Services Group Full time

    Job DescriptionAs a Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be based in Nashville, TN. This position is primarily based in a PNC location, with responsibilities requiring time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.Key...

  • Banking Center Manager

    2 weeks ago

    Nashville, United States First Horizon National Corporation Full time

    Location: Onsite listed in the job posting.If you’re a natural leader and want to lead a team at a strong company with exceptional support, then you’ll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's...

  • Investment Banking MD/Director

    3 days ago

    Nashville, United States Selby Jennings Full time

    Job DescriptionJob DescriptionJob Title: Investment Banking Director / MDSalary: $225,000Company Summary: We are currently partnered with a Health Care Middle Market Investment Banking Firm. In this role, you'll collaborate with top professionals in the field, using your expertise to lead high-profile transactions, foster client relationships, and drive...

  • Banking Center Manager I

    3 weeks ago

    Nashville, United States First Horizon Bank Full time

    Location: Onsite listed in the job posting. Summary If youre a natural leader and want to lead a team at a strong company with exceptional support, then youll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's...