Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK
Why Bank OZKFounded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.Job Purpose & ScopeResponsible for providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging 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.Essential Job FunctionsCultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.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.Conduct outbound business development and community involvement activities.Actively participate in morning huddles, calling efforts, business development, 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.Proactively serve as a role model for banking center team members and coach relationship-building activities.Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning.Provide backup and assistance to other retail banking roles and locations, as necessary.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.Knowledge, Skills & AbilitiesKnowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)Knowledge of bank policies and proceduresAbility to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional dispositionAbility to demonstrate confidence and act as a trusted advisor.Ability to communicate effectively both verbally and in writingAbility to demonstrate team player approach, capable of thriving in a continually changing environmentAbility to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detailAbility to work without close supervisionAbility to maintain confidentialityAbility to follow policy and procedure including safety and security proceduresAbility to travel to other work locations (e.g., training, staffing shortages), as neededSkill in using computer and Microsoft Office applications necessary to perform essential job functionsBasic QualificationsHigh school diploma or equivalent required; bachelor's degree preferred1+ year retail customer service and/or sales experience requiredKnowledge of business and consumer products requiredKnowledge of, experience with and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferredProven ability to achieve sales goals and financial targets preferredExperience in a leadership and/or coaching role strongly preferredNMLS, or successful completion of NMLS process within 30 days of hire, required.Job ExpectationsOperate customary equipment and technology used in a business environment, with or without accommodation.Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.#LI-BM1EEO StatementBank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
$158.4k - $237.6k
...Category: Commercial and Business Sales, Professional, Banking & InternationalCompany: CitiSeeking a Relationship Manager to join our growing Healthcare Industry... ...new business generationWorks with product specialists and subject matter experts to structure innovative...SeniorFull time- First Horizon Bank in Atlanta seeks an experienced Commercial Banking Relationship Manager to develop new business with commercial clients and manage a portfolio of... ...products, while partnering with internal specialists to deliver integrated solutions and maintain credit...Senior
- ...and expansion of new and existing client relationships. Provides financial solutions that meet... ...or financial goals to other internal specialists. Participates fully in all components... ...the established Truist Retail Community Bank Leadership Routines Commits to advancing...SeniorFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...and expansion of new and existing client relationships. Provides financial solutions that meet... ...or financial goals to other internal specialists. 4. Participates fully in all components... ...established Truist Retail Community Bank Leadership Routines 5. Commits to advancing...SeniorFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
$158.4k - $237.6k
Overview Seeking a Relationship Manager to join our growing Healthcare Industry Vertical within Citi’s Commercial Bank (CCB). Target market includes companies in the Medical Device... ...business generation Work with product specialists and subject matter experts to structure...SeniorFull time- ...Regions Bank in Johns Creek/Suwanee, Georgia, is seeking a Senior Consumer Relationship Banker to meet customers in person and by phone, assess financial needs, and deliver tailored Regions products for Preferred Banking Households. You’ll drive growth by expanding relationships...Full time
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- ...Southern First Bank Client Experience BankerAt Southern First, we believe banking is... ...making a difference one client and one banker at a time. Rooted in service and family,... ...Southeastern markets in three states. Our relationship-first approach to banking is backed by our...Contract workWork at officeImmediate startRemote work
$22 - $23.5 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia,... ...confidence to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team...- ...Regions Bank in Suwanee, GA is seeking a Relationship Banker II to meet customers' financial needs with guidance on Regions products and services. The role emphasizes sales and service excellence, with opportunities for growth within the bank's retail and business portfolios...
- ...Truist in Atlanta, GA is seeking a client-oriented Banking Associate to deliver timely, accurate transactions and superior service.... ...support sales activities to meet client needs. The role emphasizes relationship-building, adherence to controls, and flexible scheduling...Flexible hours
$48.43k
...careers section of the system. Job Description At Regions, the Relationship Banker II is responsible for meeting with customers and prospects... ...as mobile, online, and ATM offerings, all designed to make banking easier Provides a consistent optimal customer experience, which...Full timeFlexible hours- ...Description Summary Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day... ...our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business...Full timeH1bWork at officeRemote work
- ...financial priorities and recommend personalized banking solutions, with an emphasis on deposit... ...: Recognize opportunities to deepen relationships with additional products and services... ...– 5 years of experience as a Universal Banker or Teller Computer And Office Equipment...Temporary workWork at office
- ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Customer Experience Banker Non NMLS Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day... ...retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs,...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$70k - $175k
...President Renewable Energy Tax Credit Sale-Leaseback Banker Huntington National Bank ("HNB") is seeking a Vice President level banker specialized... ...closing of sale-leaseback. The Banker will support senior relationship manager originating, structuring, and closing sale-...Work experience placementWork at office- ...Associate to engage clients in the lobby, educate on self-service banking, and accurately process cash transactions. You will connect... ...and regulatory guidelines. The role emphasizes building relationships, delivering exceptional client experiences, and supporting operational...Weekend work
- Huntington Bank in Atlanta seeks a Financial Relationship Banker to retain and expand consumer and business relationships by identifying goals and recommending deposits, loans, and other products. You will service customers, educate them on digital tools, and refer to other...
- A leading financial services firm in Atlanta is seeking a Relationship Banker to provide exceptional service and build lasting client relationships... ...role requires over a year of sales experience in Retail Banking, with a focus on understanding client needs and recommending...
$41.58k
...careers section of the system. Job Description At Regions, the Relationship Banker I is responsible for providing an exceptional customer... ...exciting opportunity for candidates with prior teller, limited banking, or some retail sales experience who are interested in...Full timeFlexible hours- Bank of America in Atlanta seeks a Client Services Associate to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately. You will build relationships, follow procedures, and connect clients to financial solutions while meeting...Weekend work
- ...Truist Financial Corporation in Atlanta seeks a customer-focused Bank Teller to deliver a superior client service experience in person and by phone. You will develop and expand client relationships while offering financial solutions and supporting teller duties when needed...Weekend work
- ...Bank of America in Atlanta is seeking a customer service-oriented Associate to engage clients... ...process cash transactions and build relationships to understand financial goals. The role involves collaborating with specialists in lending, investments, and small business...Weekend work
- ...clients to solutions that meet their financial goals executing the bank's risk culture and striving for operational excellence growing... ...ethic collaborates effectively to build and nurture strong relationships confident in identifying solutions for new and existing...Weekend work
- ...a well-capitalized regional banking institution to identify top talent... ...for a Commercial Banking Relationship Manager opportunity focused on... ..., collaboration, and bankers who take ownership of the complete... ...loan and deposit growth and senior producers carrying higher production...
- ...FinTrust Connect is partnering with a well-capitalized regional bank to identify a Commercial Banking Relationship Manager for the North Atlanta market, Alpharetta, GA. The role seeks an experienced producer who can develop C&I relationships, generate loans and deposits...
- ...section of the system. Job Description At Regions, the Relationship Banker I is responsible for providing an exceptional customer... ...exciting opportunity for candidates with prior teller, limited banking, or some retail sales experience who are interested in beginning...Flexible hours
- Ameris Bank is seeking a Personal Banker in Atlanta to serve customers by building financial profiles, identifying needs, and cross-selling appropriate products and services. You will open new accounts, service existing ones, and help clients achieve their financial goals...
- ...KeyBank in Atlanta is seeking a Senior Relationship Manager, Commercial to serve as the primary advisor and contact for commercial clients in the region. You will lead business development, manage client relationships, and coordinate with product partners to deliver solutions...Senior
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