Senior Banking Relationship Leader | Sales & Advisory

Socket.dev; Bremen (GA); On-site; USD 50,000 - 75,000; Full time

Job summary

Bank OZK is seeking a sales‑oriented Retail Banking Leader to coach teammates, leverage banking products, and build lasting relationships with customers and prospects. You will drive meaningful conversations about financial needs and promote exceptional service across our branch network.

You will collaborate with line of business partners, participate in community activities, and support other locations as necessary to ensure consistent customer experiences nationwide.

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.
• Knowledge of 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, or successful completion of NMLS process within 30 days of hire, required.

Responsibilities

• Cultivate professional relationships with customers and engage in meaningful conversations to uncover needs and submit referrals to banking center team members or partners.
• Maintain detailed notes of customer conversations and interactions.
• Open and service deposit accounts, including complex business accounts.
• Originate a consumer loan portfolio.
• Conduct outbound business development and community involvement activities.
• Participate in morning huddles, calling efforts, business development, and coaching conversations with leadership.
• Process account transactions accurately to minimize errors and reduce fraud.
• Provide empathetic, timely, and professional service and escalate issues as needed.

Skills

Bank products

Customer service

Communication

Team player

Critical thinking

Attention to detail

Confidentiality

Travel readiness

MS Office

Education

HS diploma

Bachelor’s degree preferred

Tools

MS Office

Online/Mobile Banking platforms

Job description

Bank OZK is seeking a sales‑oriented Retail Banking Leader to coach teammates, leverage banking products, and build lasting relationships with customers and prospects. You will drive meaningful conversations about financial needs and promote exceptional service across our branch network.

You will collaborate with line of business partners, participate in community activities, and support other locations as necessary to ensure consistent customer experiences nationwide.