Job Information
Bank OZK VP, Relationship Manager- Retirement Solutions in Georgia
Job Purpose & Scope
Responsible for the day-to-day management of Trust relationships, primarily qualified retirement plans and IRAs.
Essential Job Functions
Manages all aspects of retirement plans, maintains, and enhances relationships with existing clients while providing exceptional customer service.
Meets with clients, centers of influence and prospects while maintaining a professional yet personable level of communication and interaction.
Develops presentation materials and new business proposals.
Coordinates and leads plan sponsor reviews/investment committee meetings.
Applies operational best practices to ensure that plans run efficiently and according to specific client needs.
Works closely with Retirement Solutions team and Bank partners to uncover new opportunities and grow the retirement plan book of business.
Provides client, participant, and administrative support for more senior-level retirement plan Trust officer(s).
Reads, researches, and learns through web based or other training about ERISA and federal tax regulations and guidelines.
Proactively deals with deadlines and regulatory requirements.
Responds proactively and timely to internal and external customers’ inquiries.
Participates in and leads employee meetings, as needed.
Maintains excellent and well-organized records and files.
Maintains a high level of confidentiality in all matters related to internal and external customers.
Produces timely and accurate completion of assigned work.
Regularly exercises discretion and judgment in the performance of essential job functions.
Maintains good punctuality and attendance to work.
Follows Bank policy, procedure, and guidelines.
Knowledge, Skills & Abilities
Knowledge of ERISA, and tax law related to IRA’s.
Demonstrated ability to work independently to prioritize and complete assigned tasks.
Ability to take direction and follow instruction of others.
Ability to work with and communicate effectively with individuals within the bank and with clients and their employees.
Ability to work effectively in a team environment.
Ability to demonstrate effective customer service skills.
Ability to communicate effectively both verbally and in writing.
Ability to demonstrate effective organizational skills.
Ability to work effectively and demonstrate flexibility in a continually changing environment.
Ability to manage multiple tasks with exacting deadlines in a fast-paced environment.
Ability to work without close supervision.
Ability to maintain attention to detail.
Ability to demonstrate effective time management skills.
Ability to maintain confidentiality.
Ability and willingness to travel on company business.
Skill in using computer, including Microsoft Office Word, Excel, PowerPoint, and Outlook.
Basic Qualifications
Bachelor’s degree, preferably in accounting, business, finance, or law, or commensurate work experience, required.
5+ years’ experience working with retirement plans, preferably in a legal environment or financial institution, required.
Active retirement plans certification (i.e., CEBS/RPA, ASPPA), or active participation in retirement plans certification program, preferred.
Job Expectations
Job Expectations: O perate 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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Position can also be also located in these locations: Atlanta, Georgia; Dallas, Texas; Tampa, Florida; Charlotte, North Carolina
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EEO Statement
Bank OZK is an equal opportunity employer and gives 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.