Consumer Banking Relationship Specialist (Relationship Banker)

Bank OZK • Belmont, NC • 3h 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

Churchill Summer Internship: Fund Finance

TIAA • Charlotte, NC • 6min ago

Finance, Accounting & Banking

Charlotte, NC, USA Full time R260800510 Key Responsibilities and Duties Accessing the benefits of various subscription lines, asset-based lending, and CLO transactions, including developing an understanding of the struct...

6min ago

Go to Apply

Business Unit Risk Specialist I- Finance

Truist • Charlotte, NC • 7min ago

Finance, Accounting & Banking

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w...

7min ago

Go to Apply

Intern - Finance / Treasury, Year-Round

Continental Tire the Americas, LLC • Fort Mill, SC • 7min ago

Finance, Accounting & Banking

Continental is a leading tire manufacturer and industry specialist. Founded in 1871, the company generated sales of 19.7 billion in 2025 and currently employs around 76,000 people in 54 countries and markets. Tire soluti...

7min ago

Go to Apply

Asset-Backed Finance Associate, Corporate Debt Financing

EverBank • Charlotte, NC • 9min ago

Finance, Accounting & Banking

Asset-Backed Finance Associate The Asset-Backed Finance Associate will play a key role in supporting the origination, structuring, underwriting, and execution of secured lending transactions across a range of asset class...

9min ago

Go to Apply

Impact Finance - LIHTC Sponsor Underwriter

U.S. Bank • Charlotte, NC • 10min ago

Finance, Accounting & Banking

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak...

10min ago

Go to Apply

Risk Insurance Analyst

Xylem • Charlotte, NC • 3h ago

Finance, Accounting & Banking

Hybrid Charlotte, North Carolina Full time R50360 Xylem is a Fortune 500 global water solutions company dedicated to advancing sustainable impact and empowering the people who make water work every day. As a leading wate...

3h ago

Go to Apply

Client Relationship Manager- Banking & FS

Cognizant • Charlotte, NC • 3h ago

Finance, Accounting & Banking

Client Relationship Manager-Banking & Financial Services Overview Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act...

3h ago

Go to Apply

Experience Design (XD) III, Product Design - Bank of America Experience Design

Bank of America • Charlotte, NC • 3h ago

Finance, Accounting & Banking

Experience Design (XD) III, Product Design - Bank of America Experience Design Charlotte, North Carolina;Seattle, Washington; San Francisco, California; Pennington, New Jersey; Boston, Massachusetts; New York, New York T...

3h ago

Go to Apply

Summer 2027 Commercial Banking Internship

Huntington National Bank • Charlotte, NC • 3h ago

Finance, Accounting & Banking

Description Internship Opportunities at Huntington: Huntington offers internship opportunities for students who are currently enrolled in an academic program and seeking practical, hands-on experience in their field of s...

3h ago

Go to Apply

Director - Franchise Banking Portfolio Manager

Huntington National Bank • Charlotte, NC • 3h ago

Finance, Accounting & Banking

Description Summary: The Director - Corporate, Specialty and Government PM is a senior portfolio management role. The Director is responsible for the management of a portfolio of commercial loans within the Corporate, Sp...

3h ago

Go to Apply

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