Bank OZK · 1 day ago
Consumer Banking Relationship Specialist (CBRS)
Macon, GA
Full-time
Onsite
Entry Level
1+ years expBank OZK is a nationally recognized leader in financial services, dedicated to exceptional customer service and innovative solutions. The Consumer Banking Relationship Specialist is responsible for building professional relationships with customers, understanding their financial needs, and providing outstanding service while promoting teamwork within the bank.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
High school diploma or equivalent required
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 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
Preferred
bachelor's degree preferred
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)
Benefits
Generous PTO
401(k) matching
Health, dental, vision (and pet!) insurance
Special perks and discounts
Company
Bank OZK
Bank OZK provides banking services including savings account, loans, debit, and agricultural lending.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-07-17IPO
Leadership Team
Eric Munson
Senior Vice President, government and institutional banking
Recent News
2026-01-07
2026-01-07
2025-12-26
Company data provided by crunchbase