Consumer Banking Relationship Specialist (Relationship Banker)

About the role

Bank OZK is a nationally recognized industry leader in financial services with over 120 years of legacy in banking. We combine exceptional service with innovative technologies to deliver smart solutions to clients across the country, investing in small businesses, fueling local economies, and shaping skylines in major cities. We foster careers by building an exceptional team and offering a comprehensive benefits package to support physical, mental, and financial wellbeing.

Responsibilities

• Cultivate professional relationships with customers, using assessment tools to uncover financial needs, make recommendations, and submit referrals to banking center team members or line of business partners.
• Utilize assessment tools to maintain detailed notes on 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 and proactively resolve client concerns in a timely, professional manner, escalating issues as needed.
• Collaborate with line of business partners to foster teamwork, exceptional customer service, and continuous learning.
• Promote teamwork by leading by example and assisting others, providing backup 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.
• Display integrity, trustworthiness, and professionalism at all times.
• Complete all essential training in a timely manner and embrace continuous learning, applying 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+ year of experience interacting with people and displaying excellent service skills, demonstrated through work, military, and/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).
• Knowledge of bank policies and procedures.
• Critical thinking and communication skills.
• Ability to provide excellent customer service with a helpful, friendly, and professional disposition.
• Ability to act as a trusted advisor with confidence and effective communication (verbal and written).
• Team player approach, capable of thriving in a continually changing environment.
• Strong critical thinking, attention to detail, and accurate productivity.
• Ability to work without close supervision and maintain confidentiality.
• Ability to follow policy and procedure, including safety and security protocols.
• Ability to travel to other work locations (e.g., for training or staffing shortages) as needed.
• Skill in using computers and Microsoft Office applications necessary for essential job functions.

Preferred Qualifications

• Experience explaining bank products, online banking, mobile banking applications, and banking cards.
• Experience in retail customer service and/or sales.
• NMLS certification preferred (required for lending activities).

Benefits

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

Job Expectations

Operate customary equipment and technology used in a business environment, with or without accommodation.