Consumer Banking Relationship Specialist (Relationship Banker)

About the role

At Bank OZK, we’re nationally recognized as an industry leader in financial services, combining exceptional service with innovative technologies to deliver smart solutions to clients across the country. We invest in small businesses, fuel local economies, and shape skylines in major cities. This role focuses on building professional relationships with customers, understanding their financial needs, and providing tailored recommendations.

Responsibilities

• Cultivate professional relationships with customers using assessment tools to uncover needs, make recommendations, and submit referrals to banking center team members or line-of-business partners.
• Maintain detailed notes of customer conversations and interactions.
• Open and service deposit accounts, facilitating and processing transactions accurately to minimize errors and reduce fraud.
• Actively participate in morning huddles, calling efforts, business development, and coaching conversations with leadership.
• Demonstrate empathy to resolve client concerns promptly and professionally, escalating issues as needed.
• 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 while supporting its values and mission.
• Complete all essential training in a timely manner and apply constructive feedback from experienced team members.
• Maintain good punctuality and attendance, adhering to all Bank policies, procedures, and guidelines.

Requirements

• High school diploma or equivalent required; bachelor’s degree preferred.
• 1+ years of experience interacting with people and displaying excellent service skills (work, military, or education).
• Basic knowledge of personal finance and household budgeting.
• Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) preferred.
• Experience in retail customer service and/or sales preferred.
• NMLS certification preferred (required for lending activities).

Skills & Abilities

• Knowledge of bank policies and procedures.
• Critical thinking and communication skills.
• Ability to provide excellent customer service with a helpful, friendly, and professional disposition.
• Confidence to act as a trusted advisor.
• Effective verbal and written communication.
• Team-player mindset, thriving in a dynamic environment.
• Strong attention to detail and productivity.
• Ability to work independently and maintain confidentiality.
• Proficiency in Microsoft Office and computer applications necessary for the role.
• Willingness to travel to other work locations (e.g., for training or staffing needs).

Benefits

• Generous paid time off (PTO).
• 401(k) matching.
• Comprehensive health, dental, and vision insurance (including pet insurance).
• Special perks and discounts.

Operate customary business equipment and technology, with or without accommodation. Management reserves the right to modify job requirements as needed.