Consumer Banking Relationship Specialist (Relationship Banker)

Bank OZK•Carrollton, GA

7d•Onsite

About The Position

Bank OZK, with over 120 years of banking history, is a nationally recognized leader in financial services, combining exceptional service with innovative technologies. The company is dedicated to supporting small businesses, fostering local economies, and driving growth in major cities across America. This role is an opportunity to build a career, not just fill a position, supported by a strong team and a comprehensive benefits package designed for the physical, mental, and financial well-being of its employees.

Requirements

High school diploma or equivalent required
1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
Basic knowledge of personal finance and household budgeting required
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 and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
Ability to demonstrate confidence and act as a trusted advisor
Ability to communicate effectively both verbally and in writing
Ability to demonstrate team player approach, capable of thriving in a continually changing environment
Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
Ability to work without close supervision
Ability to maintain confidentiality
Ability to follow policy and procedure including safety and security procedures
Ability to travel to other work locations (e.g., training, staffing shortages), as needed
Skill in using computer and Microsoft Office applications necessary to perform essential job functions

Nice To Haves

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

Responsibilities

Cultivate professional relationships with customers by utilizing assessment tools and engaging in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.
Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
Open and service deposit accounts.
Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership.
Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning.
Actively promote teamwork, leading by example and taking initiative to assist others.
Provide backup and assistance to other retail banking roles and locations, as necessary.
Model and champion the Bank’s standards for exceptional customer service.
Enthusiastically support the bank’s values and mission.
Display a high degree of integrity, trustworthiness, and professionalism at all times.
Complete all essential training timely.
Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
Maintain consistently good punctuality and attendance to work.
Adhere to all Bank policies, procedures, and guidelines.