Relationship Banker I

Simmons Bank•Hensley, AR

About The Position

The Relationship Banker I builds, expands, and retains client relationships while delivering an exceptional client experience. The role assesses the financial needs of existing and prospective clients and recommends bank products and services to help them meet current and future financial goals. Relationship Bankers market Simmons solutions through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events, and are expected to meet or exceed individual and branch goals. The position may also involve account servicing and maintenance, teller transactions, problem resolution, and other transactional needs. Relationship Bankers receive training on the requisite products, services, needs-based conversations, and tools required for the role. They are expected to represent Simmons professionally and positively while meeting client expectations.

Requirements

High school diploma or GED.
One year of customer-facing and goal-oriented experience.
Ability to motivate and present information effectively in one-on-one and small-group situations with customers, clients, and employees.
Ability to work with a team to serve customers in a fast-paced, evolving banking environment.
Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
Computer skills, including use of MS Office programs.
Ability to understand and use social media platforms to share brand awareness and obtain market knowledge.
Ability to travel occasionally for meetings, training, bank conversion, and acquisition support, with sporadic and minimal overnight or out-of-town travel.
Ability to provide support and guidance at other banking institutions within the market.

Responsibilities

Recommend the bank’s full range of resources to customers, including in-branch services, digital capabilities, and business partner resources.
Meet individual goals through required in-person and outbound calling activities that support needs-based recommendations.
Open and close accounts, help customers select appropriate accounts, research customer accounts, and comply with BSA and CIP requirements.
Facilitate consumer loan requests by soliciting requests, maintaining knowledge of loan policies and procedures, and assisting with branch consumer loan portfolios.
Identify customer needs and refer customers to partner teams serving small business, corporate and institutional clients, mortgage clients, and financial advisory clients.
Maintain client satisfaction by engaging customers and ensuring an optimal customer experience.
Complete departmental documents and activities in compliance with applicable laws, regulations, policies, and procedures, including required compliance training.
Process customer requests and transactions accurately and professionally while identifying needs and recommending solutions.
Perform other duties and responsibilities as assigned.
Coach and lead the branch team according to process and protocol in the absence of an AFCM.