Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK • Shelby, NC • 1d ago

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.

Essential Job Functions

Cultivate professional relationships with customers, utilizing assessment tools and engaging customers 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, including complex business accounts.

Originate a consumer loan portfolio.

Conduct outbound business development and community involvement activities.

Actively 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 to next level of authority, as needed.

Proactively 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.

Actively promote teamwork, leading by example and taking initiative to assist others.

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.

Knowledge, Skills & Abilities

Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking 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

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

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, banking 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

Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

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.

Similar Jobs

Client Service Specialist (Teller)

Bank OZK • Shelby, NC • 2d ago

Finance, Accounting & Banking

Job Purpose & Scope Responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and proce...

2d ago

Go to Apply

Senior Accountant

PARKER HANNIFIN CORPORATION • Kings Mountain, NC • 1w ago

Finance, Accounting & Banking

Senior Accountant Location : KINGS MOUNTAIN, NC, United States Job Family : Accounting/Auditing Job Type : Regular Posted : Jul 17, 2025 Job ID : 58016 Back to Search Results Job Description Apply Now > Save JobJob Sa...

1w ago

Go to Apply

Operations Manager

Insight Global • Kings Mountain, NC • 2h ago

Management & Administrative

Job Description Lead Production: Oversee production operations across multiple departments, ensuring smooth workflow and coordination between day and night shifts. Collaborate: Work with plant leadership in areas like ma...

2h ago

Go to Apply

Manufacturing Operator

Kelly Services • Bessemer City, NC • 1d ago

Manufacturing & Warehouse

Now Hiring: Manufacturing Operator II - Mixing & Production Location: Bessemer City, NC Pay: $17.00/hour | Full-Time | 1st & 2nd Shift Available Are you ready to mix it up in a career that values precision, safet...

1d ago

Go to Apply

Restaurant Team Member

Love's Travel Stops & Country Stores • Blacksburg, SC • 1d ago

Retail & Hospitality

Req ID: 466366 Address: 116 Priester Road Blacksburg, SC, 29702 Benefits: Fuel Your Growth with Love's - company funded tuition assistance program Paid Time Off Flexible Scheduling 401(k) - 100% Match up to 5% Medical/De...

1d ago

Go to Apply

Operations Manager

Eaton Corporation • Kings Mountain, NC • 5d ago

Management & Administrative

Eaton's IS VEH VGNA division is currently seeking an Operations Manager. This is an onsite position based at our Kings Mountain, NC facility. Relocation assistance is available to those within the US/PR. The Operations M...

5d ago

Go to Apply

Store Operations Manager

Tractor Supply Company • Bessemer City, NC • 1w ago

Retail & Hospitality

Store Operations Manager Overall Job Summary This position is responsible for proficiency in all areas of a retail operation. The position serves as the second in charge of operations to the Store Manager. Duties include...

1w ago

Go to Apply

Content Marketing Strategist

IDEX • Shelby, NC • 1w ago

Sales & Marketing

If you're looking for a special place to build or grow your career, you've found it. Whether you're an experienced professional, a recent college graduate or somewhere in between, IDEX is a place where you can apply your...

1w ago

Go to Apply

Restaurant Team Member

Papa John's International • Kings Mountain, NC • 1w ago

Retail & Hospitality

Do you want to have fun, make new friends and earn extra cash? If so, Papa Johns is the right fit for you! As a Restaurant Team Member, you will be the face for our customers ensuring they receive a hot, made to order me...

1w ago

Go to Apply

Restaurant Team Member

Papa John's International • Shelby, NC • 1w ago

Retail & Hospitality

1w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.