Banking Relationship Specialist (Senior Relationship Banker)

Location: Sarasota, FL 34236

Why Bank OZK

Bank OZK combines a banking heritage of over 120 years with modern financial services, earning national recognition as an industry leader. We blend superior service with innovative technology to deliver smart solutions for clients nationwide. Our work supports small businesses, fuels local economies, and shapes growth in major cities. We’re dedicated to building rewarding careers and offering a comprehensive benefits package to support teammates’ physical, mental, and financial wellbeing, including generous paid time off, 401(k) matching, health, dental, vision and pet insurance, plus special perks and discounts.

Job Purpose & Scope

Provide sales leadership and coaching to team members, leveraging knowledge of banking products and services to establish professional relationships with customers and prospects. Engage in meaningful conversations about their financial needs and goals, foster a positive and helpful team environment, and deliver outstanding customer service at all times.

Essential Job Functions

• Build professional relationships with customers, using assessment tools to uncover needs, discuss suitable recommendations, and submit referrals to banking center teams or business partners.
• Utilize assessment tools to maintain detailed notes on customer conversations and interactions.
• Open and service deposit accounts, including complex business accounts.
• Originate a consumer loan portfolio.
• Engage in outbound business development and community involvement activities.
• Participate in morning huddles, calling efforts, business development, and coaching conversations with leadership.
• Process account transactions accurately and efficiently to minimize errors and reduce fraud.
• Demonstrate empathy and resolve client concerns promptly and professionally, escalating issues as needed.
• Serve as a role model for banking center team members and coach relationship-building activities.
• Collaborate with line of business partners to foster teamwork, exceptional service, and continuous learning.
• Provide backup and assistance to other retail banking roles and locations as necessary.
• Model and champion the Bank’s standards for exceptional customer service.
• Support the bank’s values and mission with integrity and professionalism.
• Promote teamwork, lead by example, and take initiative to assist others.
• Complete all essential training in a timely manner.
• Display enthusiasm for continuous learning and apply constructive feedback from more experienced team members.
• Maintain consistently good punctuality and attendance.
• Adhere to all Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities

• Knowledge of bank products and services, including online banking, mobile banking applications, and banking cards.
• Knowledge of bank policies and procedures.
• Ability to provide excellent customer service with a friendly, approachable, enthusiastic, and professional demeanor.
• Confidence to act as a trusted advisor.
• Effective verbal and written communication abilities.
• Demonstrates a team-oriented approach and thrives in a dynamic environment.
• Critical thinking skills with accurate and efficient productivity and 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 for training or staffing needs, as required.
• Proficiency with 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 of retail customer service and/or sales experience required.
• Knowledge of business and consumer products required.
• Knowledge of and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred.
• Proven ability to achieve sales goals and financial targets preferred.
• Experience in a leadership and/or coaching role strongly preferred.
• NMLS, or successful completion of the NMLS process within 30 days of hire, required.

Job Expectations

Operate standard equipment and technology used in a business environment, with or without accommodations.

Note: This description is not an exhaustive list of all job functions, duties, skills, and standards required. Other duties may be added. Management reserves the right to modify requirements at any time.