Consumer Banking Relationship Specialist (CBRS) Job at Bank OZK, Harrison, NY

aER6VXlPYVA5SUlETTdlMnZlN3krK2VTYWc9PQ==
  • Bank OZK
  • Harrison, NY

Job Description

Job Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers 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 Functions + Cultivate 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. + Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. + Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership. + 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. + Actively promote teamwork, leading by example and taking initiative to assist others. + 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. + 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 & Abilities + Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) + Knowledge of bank policies and procedures + Critical thinking and communication skills + 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 experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required + Basic knowledge of personal finance and household budgeting required + Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred + Experience in retail customer service and/or sales preferred + NMLS preferred (required for lending activities) Job Expectations Job Expectations: O perate 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.

Job Tags

Work at office, Local area, Day shift,

Similar Jobs

Allmed Staffing Inc

Patient Care Coordinator Job at Allmed Staffing Inc

Job Title: Patient Care Coordinator (APCC) Location: Optum Schedule: Monday Friday, 8:00 AM 6:00 PM Dress Code: Business Casual Position Summary: We are seeking a detail-oriented and customer-focused Patient Care Coordinator (APCC) to join our team...

Focus Interpreting

American Sign Language Interpreter Job at Focus Interpreting

 ...POSITION SUMMARY: Focus Interpreting is seeking a dedicated American Sign Language (ASL) Interpreter to join our team. As an interpreter, you will be responsible for facilitating communication between deaf and hearing individuals by accurately interpreting spoken language... 

Hampton Inn Titusville/I-95 Kennedy Space Center

Hotel Housekeeper Job at Hampton Inn Titusville/I-95 Kennedy Space Center

 ...With Us? At Hampton Inn Titusville , were more than just a hotel were a team that cares. Whether you're looking to start a...  ...lifting, bending, and standing for extended periods Previous housekeeping experience is a plus, but not required well train the right... 

Black & Veatch Family of Companies

Estimating Intern - Kansas City Job at Black & Veatch Family of Companies

 ...Job Summary As a Summer Intern at Black & Veatch in Overland Park, KS, you will play a meaningful role in addressing some of the worlds most critical infrastructure challenges. This internship offers the opportunity to contribute to diverse, impactful projects that... 

Claremont McKenna College

Assistant Men's and Women's Cross Country Coach and Track & Field Coach Job at Claremont McKenna College

 ...the harassment of any employee on any of these bases. Location: Claremont, CA Job Posting Title: Assistant Men's and Women's Cross Country Coach and Track & Field Coach Job Details and Requirement: CMS ATHLETICS The Joint CMS Athletics, Physical...