Private Client Concierge Banking Specialist

Bank OZK•Little Rock, AR

17h

About The Position

Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and prospects and engage in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times.

Requirements

Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards).
Knowledge of banking rules and regulations.
Knowledge of business and consumer products.
Knowledge of, experience with and ability to explain bank products, online banking, mobile banking applications, banking cards, etc.
Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition.
Ability to demonstrate excellent interpersonal skills to build and maintain strong client relationships and ensure clients feel valued.
Ability to plan and manage multiple priorities and client requests, demonstrating a sense of urgency, effective organization skills, and high attention to detail.
Ability to demonstrate confidence and act as a trusted advisor.
Ability to communicate effectively both verbally and in writing.
Ability to demonstrate team player approach, capable of thriving in a continually changing environment.
Ability to demonstrate critical thinking skills.
Ability to work without close supervision.
Ability to maintain confidentiality.
Ability to follow policy and procedure including safety and security procedures.
Ability and willingness to work irregular hours and weekends, as necessary, to meet client needs.
Ability to travel to client meetings, as needed.
Skill in using computer and Microsoft Office applications necessary to perform essential job functions.
High school diploma or equivalent, required.
2+ year retail customer service and/or sales experience, required.
NMLS, or successful completion of NMLS process within 30 days of hire, required.

Nice To Haves

Bachelor’s degree, preferred.
Proven ability to achieve sales goals and financial targets, preferred.

Responsibilities

Serve as a role model for Bank OZK as a member of the Private Banking branch team, setting a high bar for collaboration, professionalism, and excellence in delivering exceptional concierge, high-touch service to clients.
Collaborate with Private Bankers to identify potential clients, develop customized solutions, and support the client acquisition process.
Support the strategic vision for the Private Client banking center, aligning it with the overall goals and objectives of the Bank and the Private Client Group.
Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
Open and service deposit accounts, including complex business accounts.
Originate a consumer loan portfolio.
Actively participate in morning huddles, calling efforts, and constructive coaching conversations with leadership.
Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.
Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning.
Model and champion the Bank’s standards for exceptional customer service.
Enthusiastically support the bank’s values and mission.
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 timely.
Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
Maintain consistently good punctuality and attendance to work.
Adhere to all Bank policies, procedures, and guidelines.