Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK•Bradenton, FL

About The Position

The Banking Relationship Specialist provides sales leadership and coaching to team members while using knowledge of banking products and services to build professional relationships with customers and prospects. The role involves meaningful conversations about customers’ financial needs and goals, making appropriate recommendations, and providing exceptional customer service in a positive, helpful, and friendly team environment. The specialist opens and services deposit accounts, including complex business accounts, originates a consumer loan portfolio, and supports business development and community involvement. The role also facilitates account transactions, resolves customer concerns, coaches banking center team members, collaborates with line-of-business partners, and provides backup to other retail banking roles and locations as needed. The position requires adherence to Bank policies and procedures, confidentiality, professionalism, ongoing training, and consistent attendance.

Requirements

High school diploma or equivalent required.
At least 1 year of retail customer service and/or sales experience required.
Knowledge of business and consumer products required.
NMLS registration, or successful completion of the NMLS process within 30 days of hire, required.
Knowledge of bank products and services, including online banking, mobile banking applications, and banking cards.
Knowledge of bank policies and procedures.
Ability to provide excellent customer service with a helpful, friendly, approachable, enthusiastic, and professional disposition.
Ability to demonstrate confidence and act as a trusted advisor.
Effective verbal and written communication skills.
Team-oriented approach and ability to thrive in a continually changing environment.
Critical thinking, attention to detail, and accurate and efficient productivity.
Ability to work without close supervision and maintain confidentiality.
Ability to follow policies, procedures, and safety and security procedures.
Ability to travel to other work locations as needed, including for training or staffing shortages.
Computer and Microsoft Office skills needed to perform essential job functions.
Ability to operate customary business equipment and technology, with or without accommodation.

Nice To Haves

Bachelor’s degree preferred.
Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, and banking cards preferred.
Proven ability to achieve sales goals and financial targets preferred.
Experience in a leadership and/or coaching role strongly preferred.

Responsibilities

Build customer relationships by assessing financial needs, making recommendations, and submitting referrals to banking center team members or line-of-business partners.
Use assessment tools to maintain detailed notes about customer conversations and interactions.
Open and service deposit accounts, including complex business accounts.
Originate a consumer loan portfolio.
Conduct outbound business development and participate in 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.
Resolve client concerns empathetically, professionally, and promptly, escalating issues when needed.
Model relationship-building activities and coach banking center team members.
Collaborate with line-of-business partners to support teamwork, customer service, and continuous learning.
Provide backup and assistance to other retail banking roles and locations as needed.
Champion the Bank’s customer-service standards, values, and mission.
Promote teamwork, take initiative to assist others, and maintain integrity, trustworthiness, and professionalism.
Complete required training on time and apply constructive feedback through continuous learning.
Maintain punctuality and attendance and comply with Bank policies, procedures, and guidelines.