Small Business Relationship Manager

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 . Job Purpose & Scope Responsible for proactively expanding and deepening mutually beneficial, value-driven relationships with business clients, identifying financial needs, and recommending tailored banking solutions to drive growth across deposit accounts and other Bank offerings while ensuring client experiences are exceptional and seamless. Essential Job Functions Expands wallet share through new deposit accounts, credit products, Treasury Management, Merchant Services, and Trust & Wealth solutions. Educates clients on available products, digital tools, and process enhancements tailored to their business operations. Supports and develops business relationships primarily through inbound and outbound calls. Identifies lending needs, gathers preliminary information, and facilitates appointments with commercial bankers, business bankers, or retail. Collaborates with other departments throughout the Bank to ensure seamless customer experiences and efficient processes. Maintains detailed records of client interactions, updates goZK pipeline system, and ensures strong follow-through on referrals. Monitors and analyzes key performance metrics, identifying trends, opportunities, and areas for improvement. Ensures compliance with federal and state regulations while adhering to Bank OZK policies and procedures. Upholds the Bank’s values, culture, and reputation in all client and team interactions. Provides high-quality service by answering account-related questions, assisting with digital banking navigation, and resolving minor issues in a centralized, phone-based environment. Escalates more complex issues to management or directs the customer to the proper resource as needed. Contributes to departmental projects and performs other duties as assigned. Knowledge, Skills & Abilities General knowledge of the Bank’s footprint including customer needs, competitive landscape, and regulatory environment. General knowledge of business deposit accounts, basic lending, cash-management tools, and Trust and Wealth solutions. Ability to assess financial needs and make sound recommendations. Ability to work extended hours, including evenings and weekends, and travel, sometimes overnight. Ability to utilize discretion and sound judgment in decision making and maintain confidentiality. Excellent verbal and written communication skills; ability to present financial information accurately. Effective relationship-building, stakeholder influence, and verbal and written communication skills. Analytical, critical thinking, organizational, and problem-solving skills. High degree of integrity and commitment to uphold the bank’s values and reputation. Ability to prioritize and manage multiple tasks simultaneously while taking initiative and maintaining a proactive approach to accomplishing work objectives. Skill in using Microsoft Office suite (e.g. Word, PowerPoint, Excel, Outlook). Basic Qualifications Bachelor’s degree in business, marketing, or related field, or commensurate work experience, required. 2+ years of experience in banking sales, client relations, relationship management, or related, required. NMLS, or successful completion of NMLS process within 30 days of hire, required. Job Expectations O perate 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-KP1 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. General knowledge of the Bank's footprint including customer needs, competitive landscape, and regulatory environment. General knowledge of business deposit accounts, basic lending, cash-management tools, and Trust and Wealth solutions. Ability to assess financial needs and make sound recommendations. Ability to work extended hours, including evenings and weekends, and travel, sometimes overnight. Ability to utilize discretion and sound judgment in decision making and maintain confidentiality. Excellent verbal and written communication skills; ability to present financial information accurately. Effective relationship-building, stakeholder influence, and verbal and written communication skills. Analytical, critical thinking, organizational, and problem-solving skills. High degree of integrity and commitment to uphold the bank's values and reputation. Ability to prioritize and manage multiple tasks simultaneously while taking initiative and maintaining a proactive approach to accomplishing work objectives. Skill in using Microsoft Office suite (e.g. Word, PowerPoint, Excel, Outlook). Bachelor's degree in business, marketing, or related field, or commensurate work experience, required. 2+ years of experience in banking sales, client relations, relationship management, or related, required. NMLS, or successful completion of NMLS process within 30 days of hire, required.