Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK•Harrison, AR

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, make suitable recommendations, and provide exceptional service. The specialist helps foster a positive, helpful, and friendly team environment, supports business development, and serves as a role model for relationship-building and customer service.

Requirements

High school diploma or equivalent.
At least 1 year of retail customer service and/or sales experience.
Knowledge of business and consumer products.
NMLS registration, or successful completion of the NMLS process within 30 days of hire.
Knowledge of bank products and services, including online banking, mobile banking applications, and banking cards.
Knowledge of bank policies and procedures.
Excellent customer service skills and 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 needs as necessary.
Computer skills, including use of Microsoft Office applications necessary to perform essential job functions.
Ability to operate customary business equipment and technology, with or without accommodation.

Nice To Haves

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

Responsibilities

Build professional customer relationships and use assessment tools and meaningful conversations to identify needs, 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 constructive coaching conversations with leadership.
Process account transactions accurately and efficiently to minimize errors and reduce fraud.
Resolve client concerns empathetically, promptly, and professionally, escalating issues when needed.
Model banking center standards and coach team members on 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 necessary.
Support the Bank’s values and mission, demonstrate integrity and professionalism, and promote teamwork by taking initiative to assist others.
Complete required training on time, pursue continuous learning, and apply constructive feedback.
Maintain punctuality and attendance and follow Bank policies, procedures, and guidelines.