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Banking Relationship Specialist (BRS)

Banking Relationship Specialist (BRS)

Houston StaffingHouston, TX, US
12 hours ago
Job type
  • Full-time
Job description

Bank Ozk Sales Leadership Position

Founded 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.

Job Purpose & Scope :

Responsible 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.

Knowledge, Skills & Abilities :

  • Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
  • Knowledge of bank policies and procedures
  • Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
  • 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 and accurate and efficient productivity, including attention to detail
  • Ability to work without close supervision
  • Ability to maintain confidentiality
  • Ability to follow policy and procedure including safety and security procedures
  • Ability to travel to other work locations (e.g., training, staffing shortages), as needed
  • Skill in using computer and Microsoft Office applications necessary to perform essential job functions

Basic Qualifications :

  • High school diploma or equivalent required; bachelor's degree preferred
  • 1+ year retail customer service and / or sales experience required
  • Knowledge of business and consumer products required
  • Knowledge of, experience with and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred
  • Proven ability to achieve sales goals and financial targets preferred
  • Experience in a leadership and / or coaching role strongly preferred
  • NMLS required
  • Job Expectations :

    Operate 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.

    EEO Statement : Bank 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.

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