Consumer Banking Relationship Specialist - Relationship Banker
No salary listed
Junior
Bachelor's
Tampa, FL, USA
In PersonMay travel to other work locations for training or staffing shortages as needed.
Finance & BankingRetail & Commercial Banking
About the job
Requirements
- Knowledge of bank products and services, including online banking, mobile banking applications, and banking cards.
- Knowledge of bank policies and procedures.
- Critical thinking and communication skills.
- Ability to provide 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 verbally and in writing.
- Ability to work as a team member in a changing environment.
- Ability to demonstrate critical thinking and accurate, efficient productivity, including attention to detail.
- Ability to work without close supervision.
- Ability to maintain confidentiality.
- Ability to follow policies and procedures, including safety and security procedures.
- Ability to travel to other work locations, such as for training or staffing shortages, as needed.
- Skill in using computers and Microsoft Office applications necessary to perform essential job functions.
- A high school diploma or equivalent is required.
- At least one year of experience interacting with people and demonstrating service skills, through work, military service, or education, is required.
- Basic knowledge of personal finance and household budgeting is required.
- A bachelor's degree is preferred.
- NMLS is preferred and required for lending activities.
Responsibilities
- Build professional relationships with customers by using assessment tools and engaging in conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line-of-business partners.
- Use assessment tools to maintain detailed notes about customer conversations and interactions.
- Open and service deposit accounts.
- Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
- Participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership.
- Resolve customer concerns empathetically, proactively, promptly, professionally, and positively, escalating issues when needed.
- Collaborate with line-of-business partners to foster teamwork, customer service, and continuous learning.
- Promote teamwork by leading by example and assisting others.
- Provide backup and assistance to other retail banking roles and locations as needed.
- Model and champion the bank's customer service standards.
- Support the bank's values and mission.
- Maintain integrity, trustworthiness, and professionalism.
- Complete required training on time.
- Pursue continuous learning and apply constructive feedback from more experienced team members.
- Maintain punctuality and attendance.
- Follow bank policies, procedures, and guidelines.
- Operate customary business equipment and technology, with or without accommodation.
Desired Qualifications
- Knowledge of and experience with bank products, online banking, mobile banking applications, and banking cards, and the ability to explain them.
- Experience in retail customer service and/or sales.
About the company
Bank OZK is a regional bank specializing in commercial real estate construction financing for institutional developers in major U.S. markets. It funds large CRE projects through its Real Estate Specialties Group using a strong retail deposit base and senior-secured loans with low leverage. It differentiates itself with disciplined underwriting, deep asset expertise, and a two-part model that includes Corporate and Institutional Banking (sponsor, equipment, and fund finance) supported by an in-house capital markets desk and treasury management. Its goal is to maintain leadership in high-barrier urban projects while staying resilient across economic cycles by expanding services and deepening institutional relationships.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Little Rock, Arkansas
Founded
1903
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Simplify's Take
What believers are saying
- Southern Land closed a $165.9 million OZK loan for 2811 Kirby on 2026-08-11.
- The board authorized a $200 million buyback on 2026-06-29 and raised dividends.
- RESG originated about $38.75 billion over five years ended 2026-06-30, proving scale.
What critics are saying
- Bank OZK took 1050 Brickworks on 2026-06-30, exposing empty-office losses in Atlanta.
- Q2 2026 net income fell 8.7%; CRE stress already compresses earnings.
- Houston office vacancy hit 25% in 2026, threatening 2811 Kirby and similar loans.
What makes Bank OZK unique
- Bank OZK still dominates senior CRE construction lending through RESG, funding complex projects.
- George Gleason’s underwriting discipline delivered a 4.24% net interest margin on 2026-06-30.
- The bank expands CIB with equipment financing, as Empire Asset Finance chose OZK.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Pet Insurance
- 401(k) Company Match
- Paid Vacation