Banking Relationship Specialist (Senior Relationship Banker)

About Us

Founded on a legacy of more than 120 years in banking, Bank OZK is nationally recognized as an industry leader in financial services. We combine exceptional service with innovative technologies to deliver smart solutions to clients across the country. We invest in small businesses, fuel economies in local communities, and shape skylines in major cities. We foster careers with a comprehensive benefits package designed to support physical, mental, and financial wellbeing.

Responsibilities

• Provide sales leadership and coaching to team members, building professional relationships with customers and prospects to understand their financial needs and goals.
• Cultivate professional relationships using assessment tools to uncover customer needs, make recommendations, and submit referrals to banking center team members or line of business partners.
• Maintain detailed notes regarding 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.
• Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
• Demonstrate empathy and proactively resolve client concerns in a timely, professional manner, escalating issues as needed.
• Serve as a role model for banking center team members and coach relationship-building activities.
• Collaborate with line of business partners to foster teamwork, exceptional customer service, and continuous learning.
• Provide backup and assistance to other retail banking roles and locations as necessary.
• Model and champion the Bank’s standards for exceptional customer service.
• Support the bank’s values and mission enthusiastically.
• Display integrity, trustworthiness, and professionalism at all times.
• Promote teamwork by leading by example and assisting others.
• Complete all essential training in a timely manner.
• Demonstrate enthusiasm for continuous learning and apply constructive feedback.
• Maintain good punctuality and attendance.
• Adhere to all Bank policies, procedures, and guidelines.

Requirements

• High school diploma or equivalent required; bachelor’s degree preferred.
• 1+ year of retail customer service and/or sales experience required.
• Knowledge of business and consumer products required.
• Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, and banking cards preferred.
• Proven ability to achieve sales goals and financial targets preferred.
• Experience in a leadership and/or coaching role strongly preferred.
• NMLS certification, or successful completion of NMLS process within 30 days of hire, required.
• Ability to operate customary business equipment and technology, with or without accommodation.
• Ability to travel to other work locations (e.g., training, staffing shortages) as needed.

Skills & Abilities

• Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards).
• Knowledge of bank policies and procedures.
• Ability to provide excellent customer service with a helpful, friendly, and professional disposition.
• Ability to act as a trusted advisor with confidence.
• Strong verbal and written communication skills.
• Team player approach, capable of thriving in a continually changing environment.
• Critical thinking skills and attention to detail.
• Ability to work without close supervision.
• Ability to maintain confidentiality.
• Proficiency in using computers and Microsoft Office applications.

Benefits

• Generous paid time off (PTO).
• 401(k) matching.
• Health, dental, and vision insurance.
• Pet insurance.
• Special perks and discounts.