Private Banking Assistant

Job Purpose & Scope

Under general direction, perform a wide range of complex and confidential administrative and professional support responsibilities as directed by the executive management supervisor. Provide an exceptional customer service experience to high net-worth clients.

Essential Job Functions

• Perform all general office and professional support functions, which include drafting and editing communications and other documents; organizing and maintaining comprehensive and accurate records; and creating presentations.

• Provide back-up assistance to other officers, as needed, on a variety of projects and tasks, including preparation and filing of reports.

• Interface with a variety of internal and external stakeholders, including senior/executive management, ensuring excellent customer service.

• Open and service private banking customer accounts and facilitate other transactions (e.g., wealth management services, wires) across the Bank, ensuring concierge-level service and priority processing of customer needs/requests.

• Liaise with private banking operations and other Bank departments to follow up on and resolve customer requests.

• Maintain and update executive officer and team logistical information, such as scheduling and meeting coordination.

• Demonstrate an understanding of the Bank's business, products, and services as applicable to the department/function to provide effective administrative and professional support.

• Research, compile, and analyze data for special projects and various reports.

• Retrieve information as requested from records, email, minutes, and other related documents; prepare written summaries of data when needed.

• Respond to and resolve administrative inquiries and questions.

• Screen incoming phone calls, inquiries, visitors, and correspondence in a polite and professional manner, and route accordingly.

• Plan and coordinate travel logistics and other special events, as necessary.

• Handle clerical tasks and prioritize correspondence.

• Complete special assignments, as needed.

• Maintain confidentiality and exercise discretion with respect to Company and Bank matters, personnel matters, and job duties.

• Maintain good attendance and punctuality to work.

• Follow Bank policy, procedures, and guidelines.

• Perform other duties as assigned.

Knowledge, Skills & Abilities

• Comprehensive knowledge of administrative and clerical procedures

• Knowledge of business and consumer banking products

• Ability to communicate effectively both verbally and in writing with all levels of management

• Ability to demonstrate excellent and professional interpersonal and customer service skills

• Ability to demonstrate effective organizational skills, manage multiple priorities, deal effectively with unexpected events, and meet exacting deadlines

• Ability to demonstrate initiative and work independently to prioritize and complete assigned tasks with a sense of urgency

• Ability to demonstrate effective critical thinking and problem-solving skills

• Ability to work overtime, if needed

• Ability and willingness to follow policies and procedures

• Ability and willingness to support organizational goals and values

• Ability to demonstrate flexibility and adaptability to absorb new duties and responsibilities

• Highly skilled in using computer and Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint) or related software, Microsoft 365, Adobe Acrobat, and social media web platforms

Basic Qualifications

• High school diploma or equivalent required; bachelor's degree preferred

• 5+ years of work experience in an administrative/executive assistant role required

• 1+ year experience in banking (i.e., retail, operations) preferred

• 5+ years of work experience with Microsoft Word, Excel and PowerPoint required

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.

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.