Consumer Banking Relationship Specialist (Relationship Banker)

Bank OZK • Asheboro, NC • 1d ago

Why Bank OZK

Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.

The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (https://careers.ozk.com/benefits) .

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

Operate 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.

LI-JR1

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

Quality Assurance Auditor- 2nd Shift

Brasscraft Manufacturing Company • Thomasville, NC • 4d ago

Finance, Accounting & Banking

Job Description POSITION SUMMARY: Audit product and processes for conformance. PRINCIPAL FUNCTIONAL RESPONSIBILITIES: Make routine audits of components, products and raw material as assigned in a reasonable length of tim...

4d ago

Go to Apply

Banking Center Manager

First Horizon Bank • Archdale, NC • 2w ago

Finance, Accounting & Banking

Description Location: Onsite listed in the job posting. Summary If you're a natural leader and want to lead a team at a strong company with exceptional support, then you'll want to be one of our banking center managers!...

2w ago

Go to Apply

Sr. Accountant

Robert Half • Trinity, NC • 2w ago

Finance, Accounting & Banking

Description We are looking for an experienced Senior Accountant to join our client's team. This role is vital in ensuring accurate accounting, maintaining internal controls, and driving process improvements. If you have...

2w ago

Go to Apply

Banking Center Manager III

First Horizon Bank • Asheboro, NC • 3w ago

Finance, Accounting & Banking

Description Location: Onsite at the location in the posting. SUMMARY This role is primarily responsible for driving business growth and expanding our client base within the banking center. The focus will be on proactive...

3w ago

Go to Apply

Pharmacy Technician

Optum • High Point, NC • 10h ago

Hospital & Medical Sponsored

Opportunities with Genoa Healthcare. A career with Genoa Healthcare means you're part of a collaborative effort to serve behavioral health and addiction treatment communities. We do more than just provide medicine: we ch...

10h ago

Go to Apply

Pharmacy Technician

Optum • Thomasville, NC • 10h ago

Hospital & Medical Sponsored

10h ago

Go to Apply

Retail Manager and Buyer

Robert Half • High Point, NC • 17h ago

Retail & Hospitality

Description We are looking for a dedicated Retail Manager and Buyer to oversee operations, merchandise selection, and team management at our High Point, North Carolina location. This role involves balancing retail manage...

17h ago

Go to Apply

Registered Nurse

Wellpath • High Point, NC • 20h ago

Hospital & Medical

You Matter Make a difference every day in the lives of the underserved Join a mission driven organization with a people first culture Excellent career growth opportunities Join us and find a career that supports: Caring...

20h ago

Go to Apply

Physical Therapist, PT - Home Health, Full Time

BAYADA Home Health Care • Archdale, NC • 20h ago

Hospital & Medical

BAYADA Home Health Care has a full time opportunity for an experienced Physical Therapist, PT, performing home health visits with our Davidson County Visits office in North Carolina. This office services adult and geriat...

20h ago

Go to Apply

Physical Therapist, PT - Home Health, Full Time

BAYADA Home Health Care • Thomasville, NC • 20h ago

Hospital & Medical

BAYADA Home Health Care is seeking an experienced Physical Therapist, PT for a full time opportunity completing home health visits for our Davidson County office. This office services adult and geriatric clients on a per...

20h 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.