Consumer Banking Relationship Specialist (Relationship Banker)

Bank OZK•Little Rock, AR

About The Position

The Consumer Banking Relationship Specialist builds professional customer relationships by using knowledge of banking products and services to discuss customers’ financial needs and goals. The role provides exceptional customer service, opens and services deposit accounts, processes transactions accurately, and makes appropriate recommendations and referrals to banking center team members or line-of-business partners. The specialist contributes to a positive team environment, supports business development and customer outreach, resolves customer concerns, follows Bank policies and procedures, and maintains professionalism, integrity, and confidentiality.

Requirements

High school diploma or equivalent required.
At least 1 year of experience interacting with people and demonstrating excellent service skills, gained through work, military service, and/or education.
Basic knowledge of personal finance and household budgeting.
Knowledge of bank products and services, bank policies and procedures, and online and mobile banking applications.
Critical thinking, communication, attention to detail, and accurate and efficient productivity skills.
Ability to provide excellent customer service with a helpful, friendly, approachable, enthusiastic, and professional disposition.
Ability to communicate effectively verbally and in writing, work as part of a team in a changing environment, and work without close supervision.
Ability to maintain confidentiality and follow policy, procedure, safety, and security requirements.
Ability to travel to other work locations as needed, including for training or staffing shortages.
Skill using computers and Microsoft Office applications needed to perform essential job functions.
Ability to operate customary equipment and technology used in a business environment, with or without accommodation.

Nice To Haves

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

Responsibilities

Build professional customer relationships and use assessment tools and meaningful conversations to identify needs, make recommendations, and submit referrals.
Use assessment tools to maintain detailed notes about customer conversations and interactions.
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 coaching conversations with leadership.
Resolve customer concerns promptly and professionally, 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 customer service standards and support its values and mission.
Complete required training on time and apply constructive feedback.
Maintain good punctuality and attendance and comply with Bank policies, procedures, and guidelines.