Consumer Banking Relationship Specialist (Relationship Banker)

Bank OZK•Tampa, FL

11h

About The Position

The Consumer Banking Relationship Specialist builds professional relationships with customers by using knowledge of banking products and services and engaging in meaningful conversations about customers’ financial needs and goals. The role provides exceptional customer service, supports a positive and helpful team environment, opens and services deposit accounts, and processes account transactions accurately and efficiently. The specialist uses assessment tools to document customer interactions, make appropriate recommendations, and submit referrals to banking center team members or line-of-business partners. The role also participates in business development and coaching activities, resolves customer concerns, collaborates with colleagues, and follows Bank OZK policies, procedures, and guidelines.

Requirements

High school diploma or equivalent.
At least 1 year of experience interacting with people and demonstrating excellent service skills, through work, military service, and/or education.
Basic knowledge of personal finance and household budgeting.
Knowledge of bank products and services, including online banking, mobile banking applications, and banking cards.
Knowledge of bank policies and procedures.
Critical thinking and communication skills, including effective verbal and written communication.
Ability to provide excellent customer service with a helpful, friendly, approachable, enthusiastic, and professional disposition.
Ability to demonstrate confidence and act as a trusted advisor.
Ability to work as a team player in a continually changing environment.
Ability to think critically and work accurately and efficiently with attention to detail.
Ability to work without close supervision and maintain confidentiality.
Ability to follow policies and procedures, including safety and security procedures.
Ability to use computers and Microsoft Office applications necessary for the job.
Ability to operate customary business equipment and technology, with or without accommodation.

Nice To Haves

Bachelor’s degree.
Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, and banking cards.
Retail customer service and/or sales experience.
NMLS; required for lending activities.

Responsibilities

Build professional customer relationships and use assessment tools and conversations to identify needs, make recommendations, and submit referrals.
Maintain detailed notes about customer conversations and interactions using assessment tools.
Open and service deposit accounts.
Process account transactions accurately and efficiently to minimize errors and reduce fraud.
Participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership.
Resolve customer concerns empathetically, professionally, and promptly, escalating issues when needed.
Collaborate with line-of-business partners to support teamwork, customer service, and continuous learning.
Promote teamwork, lead by example, and take initiative to assist others.
Provide backup and assistance to other retail banking roles and locations as needed.
Model the Bank’s standards for exceptional customer service and support its values and mission.
Maintain integrity, trustworthiness, and professionalism.
Complete required training on time and apply constructive feedback as part of continuous learning.
Maintain good punctuality and attendance.
Follow Bank policies, procedures, guidelines, and safety and security procedures.
Travel to other work locations as needed for training or staffing shortages.