Banking Relationship Specialist (Senior Relationship Banker)

Overview Bank OZK is a leader in financial services, combining exceptional customer service with innovative technology to serve clients across the country. We offer a comprehensive benefits package to support physical, mental and financial wellbeing, including generous PTO, 401(k) matching and health, dental, vision insurance (including pet coverage) as well as special perks and discounts. Job Purpose & Scope Responsible for providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times. 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 using assessment tools. Open and service deposit accounts, including complex business accounts. Originate a consumer loan portfolio. Conduct outbound business development and community involvement activities. Participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership. Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues as needed. Serve as a role model for banking center team members and coach relationship‑building activities. Collaborate effectively 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. Enthusiastically support the bank’s values and mission. Display a high degree of integrity, trustworthiness, and professionalism at all times. Promote teamwork, leading by example and taking initiative to assist others. Complete all essential training on time. Show 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. Knowledge, Skills & Abilities Knowledge of bank products and services (e.g., online banking, mobile banking applications, bank cards). Knowledge of bank policies and procedures. 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. Capability to thrive in a continually changing environment as a team player. Critical thinking skills and accurate, efficient productivity, including attention to detail. Ability to work without close supervision. Maintain confidentiality. 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. Basic Qualifications High school diploma or equivalent required; bachelor’s degree preferred. 1+ year retail customer service and/or sales experience required. Knowledge of business and consumer products required. Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, bank cards, etc. preferred. Proven ability to achieve sales goals and financial targets preferred. Experience in a leadership and/or coaching role strongly preferred. NMLS required. Job Expectations Operate customary equipment and technology used in a business environment, with or without accommodation. EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC. #J-18808-Ljbffr