Administrative Skills, Analysis Skills, Bank Management, Banking Services, Business Banking, Business Process Management, Communication Skills, Concrete, Credit Risk, Customer Relations, Documentation, Due Diligence, Establish Priorities, Finance, Financial Services, Insurance, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Multitasking, Needs Assessment, Operational Audit, Problem Solving Skills, Project/Program Management, Regulations, Risk, Sales, Sales Management, Small Business, Technical Delivery, Time Management, Track Customer Issues, Vendor/Supplier Relations, Willing to Travel
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. Learn more about Bank OZK benefits.
Job Purpose & Scope:
Responsible for the retention and expansion of assigned business relationships in Bank OZK’s Association Services customers. Collaborates with external and internal resources (i.e., referral sources, business partners, prospects) to provide Association Services expertise in a consultative manner while maintaining awareness of risk and a client-focused perspective.
Essential Job Functions:
- Own key Association Services’ client relationships to develop, maintain and grow with Bank OZK.
- Provide account maintenance and servicing where necessary and/or create tickets for teammates.
- Retain and expand existing client relationships by understanding each customer’s needs through regular communication.
- Expand key relationships by identifying other product needs, addressing with the customer, and referring to the proper internal partner.
- Perform timely follow-up on newly implemented services to ensure the Bank meets clients’ needs.
- Analyze, evaluate and mitigate operational, regulatory, credit, and reputational risk.
Open new accounts on the Bank’s account platform system (BPM).
Handle other administrative tasks as needed.
Facilitate timely and complete acquisition, verification, and record retention of all new and revised account documentation.
Performs necessary CIP (Customer Identification Program) and CDD (Customer Due Diligence) functions for new customers and ongoing “new to the account” customers.
Process and verify customer file maintenances for all Association Services customers.
- Regularly exercises discretion and judgment in the performance of essential job functions.
Follow bank policy, procedures and guidelines.
Maintain good punctuality and attendance to work.
Knowledge, Skills & Abilities:
- Knowledge of the Community Association industry from a practitioner’s and/or banker’s perspective.
- Ability to interact with all levels of staff in a client environment.
- Ability to build and maintain effective work relationships with customers, vendors, and employees.
- Ability to prioritize and manage multiple projects and tasks simultaneously, with deadlines and minimal supervision.
- Ability to understand and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
- Ability to demonstrate understanding of economic, financial, industry, and organizational data.
- Ability to communicate effectively both verbally and in writing.
- Ability to communicate effectively with groups of customers or employees of organization.
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- Ability to produce detailed, accurate, thorough and timely work.
- Ability to establish and fulfill customer commitments in a timely manner.
- Ability to work within a team or one-on-one sales environment.
- Ability to travel for business purposes, as needed.
- Skill in using computer, including Microsoft Word, PowerPoint and Excel.
Basic Qualifications:
- Bachelor degree in business or related field, or commensurate work experience, required.
- Minimum of five (5) years of work experience in a related community association role or commensurate transferable skills preferred.
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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EEO Statement:
Bank OZK is an equal opportunity employer and give 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.