Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK•Atlanta, GA

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 to understand customers’ financial needs and goals, making suitable recommendations, and delivering exceptional customer service in a positive, helpful, and friendly team environment. The specialist cultivates customer relationships, opens and services deposit accounts—including complex business accounts—and originates a consumer loan portfolio. The position also includes business development and community involvement, accurate transaction processing, problem resolution, collaboration with banking partners, and coaching other banking center team members. The specialist supports the Bank’s values, policies, and customer-service standards and may assist other retail banking roles and locations as needed.

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, 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 and procedures, including safety and security procedures.
Ability to travel to other work locations for training or staffing shortages as needed.
Computer and Microsoft Office skills necessary 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, banking cards, and related services preferred.
Proven ability to achieve sales goals and financial targets preferred.
Experience in a leadership and/or coaching role strongly preferred.

Responsibilities

Build professional customer relationships and identify financial needs through assessments and meaningful conversations; make recommendations and submit 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 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 with empathy and professionalism, escalating issues when needed.
Serve as a role model and coach banking center team members in relationship-building activities.
Collaborate with line-of-business partners to promote teamwork, customer service, and continuous learning.
Provide backup and assistance to other retail banking roles and locations as necessary.
Model the Bank’s customer-service standards and support its 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 while continuing to learn.
Maintain good punctuality and attendance and adhere to Bank policies, procedures, and guidelines.