Personal Banking Relationship Advisor

Socket.dev

Carrollton (GA)

On-site

USD 32,000 - 42,000

Full time

3 days ago
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Benefits offered by this job

Generous PTO
401(k) match
Health, dental, vision insurance
Pet insurance
Discounts and perks

Job summary

Bank OZK in Carrollton, GA is seeking a customer-focused representative to assist clients with banking products and services. You will engage customers, promote deposit accounts, and ensure accurate handling of transactions while protecting sensitive information.

The role emphasizes empathy, attendance, and a collaborative spirit to support regional goals and outstanding service delivery.

Qualifications

  • High school diploma or equivalent; bachelor's preferred.
  • 1+ year experience in customer service or retail banking.
  • Knowledge of online/mobile banking and banking cards is preferred.
  • Ability to follow policy and protect customer data.

Responsibilities

  • Cultivate relationships with customers and uncover financial needs.
  • Open and service deposit accounts; process transactions accurately.
  • Demonstrate empathy and resolve client concerns promptly.
  • Collaborate with partners to deliver exceptional service.

Skills

Banking products knowledge
Customer service
Communication skills
Confidentiality
Professionalism
Problem solving

Education

High school diploma
Bachelor’s degree preferred

Tools

Microsoft Office
Banking software / core systems

Job description

Bank OZK in Carrollton, GA is seeking a customer-focused representative to assist clients with banking products and services. You will engage customers, promote deposit accounts, and ensure accurate handling of transactions while protecting sensitive information.

The role emphasizes empathy, attendance, and a collaborative spirit to support regional goals and outstanding service delivery.

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