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Complex Account Spec I

Provides daily Retail support for account opening and revising functions. Assists Retail staff in performing their responsibilities in a professional and accurate manner according to Bank policy and compliance.
Essential Job Functions:
Performs daily retail staff support for complex account opening functions.
Assists branch staff in performing their responsibilities in a professional and accurate manner.
Opens and revises customer accounts for complex account types.
Gathers information for management reports.
Complies with Bank policies and procedures; operations policies and procedures; and Federal regulations and security policies and procedures.
Provides exceptional customer service to internal customers.
Maintains customer confidence and protects bank operations by keeping information confidential.
Contributes to team effort by accomplishing related results.
Accurately and efficiently enters customers' information into financial system.
Remains current on all continuing education and training courses through Regulation University, Ozark Learning Center, and other training modules as required from time to time.
Maintains good punctuality and attendance to work.
Performs all other duties as assigned.
Knowledge, Skills & Abilities:
Excellent computer skills.
Ability to work without close supervision.
Excellent internal customer service skills.
Ability to communicate effectively and professionally both in writing and verbally
Ability to demonstrate good organizational skills.
Ability to work well under pressure and with deadlines.
Ability to adapt well to change.
Ability to adapt to repeated interruptions.
Knowledge of administrative and clerical procedures.
Demonstrate accuracy, thoroughness and attention to detail
Ability to respond to branch requests and demands professionally and promptly.
Ability to learn and follow Bank policies and procedures.
Ability to work extended hours if necessary.
Ability to take direction from others; comprehend moderate written policies, procedures, or instructions; and follow verbal and written instructions.
Advanced decision-making skills to evaluate processing issues for resolution and/or escalation.
Advanced problem-solving skills to address complex technical and/or procedural issues and provide guidance to other staff members to ensure compliance.
Knowledge of bank policies and procedures.
Equipment used in Job Performance/Working Environment
Computer
Telephone
10-key Calculator
Photocopy/Fax/Scanning machine
Major Job Demands (Physical/Mental):
Advanced decision-making skills to evaluate processing issues for resolution and/or escalation.
Advanced problem-solving skills to address complex technical and/or procedural issues and provide guidance to other staff members to ensure compliance with new accounts process.
Position Requirements
Basic Qualifications:
High School diploma or equivalent required.
Minimum of one (1) year of work experience with computer skills, including Microsoft Word and Excel, required.
Minimum of six (6) months of customer service experience required.
Minimum of one (1) year of new account opening experience preferred.
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. If you have questions determining your veteran status, please visit the following Click Me



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