Consumer Banking Relationship Specialist (Relationship Banker)

Bank OZK • North Little Rock, AR • 16h ago

Job Purpose & Scope

Responsible for utilizing knowledge of banking products and services to build professional relationships with customers 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.

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 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.

Knowledge, Skills & Abilities

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

Basic Qualifications

High school diploma or equivalent required; bachelor's degree preferred

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, 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)

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

Accounting Staff II

Intermountain Health • Little Rock, AR • 6h ago

Finance, Accounting & Banking

Job Description: This position safeguards Intermountain Health's assets through monthly accounting operations and internal controls. This position ensures accurate and compliant financial reporting. This position is resp...

6h ago

Go to Apply

Marketing Underwriter- HMIG

Highmark Health • Little Rock, AR • 9h ago

Finance, Accounting & Banking

Company : HM Insurance Group Job Description : JOB SUMMARY This job maintains existing business, generates new business, and grows a profitable book of business which has been underwritten in the group insurance market....

9h ago

Go to Apply

Senior Business Analyst, Finance Systems

Zoom • Little Rock, AR • 12h ago

Finance, Accounting & Banking

What you can expect We are seeking a Senior Business Analyst in Quote to Cash with Go To Market Analytics expertise to drive global systems and new product/process initiatives using business, technical, and AI. About the...

12h ago

Go to Apply

Senior Claims Representative - REMOTE

Ryder System • Little Rock, AR • 12h ago

Finance, Accounting & Banking

Job Seekers can review the Job Applicant Privacy Policy by clicking here ( http://ryder.com/job-applicant-privacy-policy ) . Job Description : Summary The Senior Claims Representative handles complex and mid-to-high expo...

12h ago

Go to Apply

Sr. Business Analyst, Finance Data Integration

Lincoln Financial • Little Rock, AR • 12h ago

Finance, Accounting & Banking

Alternate Locations: Hartford, CT (Connecticut); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania); Work from Home Work Arrangement...

12h ago

Go to Apply

Accountant 3-Fin

Oracle • Little Rock, AR • 1d ago

Finance, Accounting & Banking

Job Description The Corporate Accounting team, which supports the Chief Accounting Officers organization, amongst others, is a key part of Oracle's World Class Finance organization. This progressive and innovative team c...

1d ago

Go to Apply

Global Finance Director - Remote

CBRE • Little Rock, AR • 1d ago

Finance, Accounting & Banking

Global Finance Director - Remote Job ID 233748 Posted 13-Aug-2025 Service line GWS Segment Role @type Full-time Areas of Interest Accounting/Finance, Administrative, Data & Analytics, Project Management Location(s) R...

1d ago

Go to Apply

Senior Finance Systems Analyst (Yardi & Kyriba)

CBRE • Little Rock, AR • 1d ago

Finance, Accounting & Banking

Senior Finance Systems Analyst (Yardi & Kyriba) Job ID 216037 Posted 31-Jul-2025 Service line Advisory Segment Role @type Full-time Areas of Interest Accounting/Finance Location(s) Remote - US - Remote - US - United...

1d ago

Go to Apply

Senior Accountant

Avery Dennison • Little Rock, AR • 1d ago

Finance, Accounting & Banking

Company Description Avery Dennison Corporation (NYSE: AVY) is a global materials science and digital identification solutions company. We are Making Possible products and solutions that help advance the industries we ser...

1d ago

Go to Apply

Analyst, Warehouse Finance & Custody Solutions

SitusAMC • Little Rock, AR • 2d ago

Finance, Accounting & Banking

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join u...

2d 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.