Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK•Frisco, TX

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, appropriate recommendations and referrals, and consistently exceptional customer service. The specialist helps foster a positive, helpful, and friendly team environment. The position also includes opening and servicing deposit accounts, including complex business accounts; originating a consumer loan portfolio; conducting business development and community involvement; processing account transactions accurately; resolving customer concerns; and coaching colleagues in relationship-building activities. The specialist collaborates with banking partners, supports other retail banking roles and locations as needed, and follows Bank policies, procedures, and guidelines.

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.
Ability to work as a team player in a continually changing environment.
Critical-thinking skills, 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.
Skill in using computers and Microsoft Office applications necessary to perform essential job functions.
Ability to operate customary equipment and technology used in a business environment, 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 professional customer relationships using assessment tools and meaningful conversations to identify needs, recommend solutions, 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 constructive 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.
Serve as a role model and coach banking center team members in relationship-building activities.
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.
Model exceptional customer service and support the Bank’s values and mission.
Demonstrate integrity, trustworthiness, professionalism, teamwork, and initiative.
Complete required training on time, pursue continuous learning, and apply constructive feedback.
Maintain punctuality and attendance and adhere to Bank policies, procedures, and guidelines.