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Consumer Banking Relationship Specialist

Bank OZK · Carrollton, TX

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Company Description Bank OZK is an established financial services provider known for combining personalized client service with innovative banking technologies. The bank serves clients across the country and plays a key role in reshaping city skylines through major development projects. At the same time, Bank OZK invests in local businesses and economies, supporting growth in communities of all sizes. With a strong history of building lasting relationships, the organization is committed to helping individuals and businesses thrive. Bank OZK is a Member FDIC and an Equal Housing Lender, reflecting its commitment to regulatory integrity and fair lending practices.Role Description The Consumer Banking Relationship Specialist is a full-time, on-site role based in Carrollton, TX. This role is responsible for providing day-to-day support to consumer banking clients, including opening and servicing accounts, processing transactions, and answering questions about products and services. The specialist helps clients identify appropriate banking solutions, such as checking and savings accounts, credit products, and digital banking tools. Daily activities include handling teller transactions, resolving service issues, maintaining accurate records, and adhering to bank policies and regulatory requirements. The role also involves proactive outreach to build client relationships, cross-sell relevant products, and contribute to branch sales and service goals while maintaining a high standard of professionalism and confidentiality.Qualifications Client service and relationship-building skills, including the ability to listen, identify needs, and provide appropriate banking solutions.Sales and cross-selling skills, with experience meeting goals and promoting consumer banking products and services.Cash handling, transaction processing, and attention to detail to ensure accuracy and compliance in daily operations.Communication and interpersonal skills, including clear verbal and written communication with diverse clients and team members.Problem-solving and organizational skills, with the ability to prioritize tasks and manage multiple client requests efficiently.Basic proficiency with banking systems, Microsoft Office, and digital banking tools; comfort learning new technologies.Knowledge of consumer banking products, regulatory guidelines, and security practices, or willingness to learn quickly.Prior experience in retail banking, customer service, or a related financial services environment preferred.High school diploma or equivalent required; additional education in business, finance, or a related field is beneficial.Ability to work on-site in Carrollton, TX, including availability during standard branch hours and occasional peak periods.