Business Banking Relationship Manager

Bank OZK Miami , FL 33196

Posted 2 weeks ago

Basic Qualifications:

  • Bachelor's degree in business, finance, or job-related field, or commensurate work experience, required.
  • 2+ years of experience in business banking sales and client relations, within a leadership role.

Job Purpose and Scope:

Drives new loan production, deposit growth, client development, and establishes new client relationships.

Essential Job Functions:

  • Develops and manages business relationships by understanding the unique needs of our customers and provides appropriate financial solutions.

  • Drives loan production and deposit growth by proactively identifying opportunities and cross-selling Bank products and services.

  • Identifies, pursues, and closes sales opportunities for a broad range of financial products and services.

  • Collaborates with internal teams to ensure smooth transaction processing and client satisfaction.

  • Delivers exceptional customer service, resolves customer issues promptly, and builds customer loyalty.

  • Represents the Bank in the community through active participation in professional organizations and community events.

  • Regularly exercises discretion and judgment in performance of all essential job functions.

  • Maintains good punctuality and attendance to work.

  • Follows Bank policy, procedures and guidelines.

Knowledge, Skills & Abilities:

  • Knowledge of the business banking market, including customer needs, competitive landscape, and regulatory environment.

  • Knowledge of our products and services and stays informed of market trends and regulatory changes.

  • Knowledge of financial products and services for business clients.

  • Ability to provide exceptional customer experiences while driving growth.

  • Ability to demonstrate a high degree of integrity and commitment to uphold the Bank's values, culture, and reputation.

  • Ability to successfully meet sales goals in a business banking environment.

  • Ability to communicate effectively both verbally and in writing as well as present financial information accurately.

  • Ability to build strong relationships and influence stakeholders at all levels.

  • Ability to demonstrate effective skills to drive growth and innovation.

  • Ability to work effectively with all levels of management and with internal and external stakeholders at varying levels.

  • Ability to work effectively and efficiently both as part of a team and independently, while demonstrating effective interpersonal skills.

  • Ability to demonstrate effective strategic, critical thinking, and problem-solving skills.

  • Ability to demonstrate effective analytical skills with the ability to assess loan risks and make sound financial decisions

  • Ability to prioritize and manage multiple projects and tasks simultaneously, working with both exacting deadlines and shifting demands, unforeseen events, and changing priorities.

  • Ability to demonstrate initiative and be proactive in accomplishing work tasks and objectives.

  • Ability to travel overnight, as needed.

  • Skill in banking systems and software.

  • Skill in using computer and Microsoft Office, including Word, PowerPoint and Excel.

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.


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