Relationship Banker I

Simmons Bank•Athens, TX

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 support their current and future financial goals. Relationship Bankers market Simmons Bank 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 support account servicing and maintenance, teller transactions, problem resolution, and other transactional needs. Relationship Bankers are expected to represent Simmons Bank professionally and positively. The bank provides training on requisite products, services, needs-based conversations, and tools necessary to perform the role.

Requirements

High school diploma or GED.
One year of customer-facing and goal-oriented experience.
Register with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment.
Ability to motivate and present information effectively in one-on-one and small-group situations to customers, clients, and employees.
Ability to embrace a team-centric approach in an evolving, fast-paced banking environment.
Computer skills with 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

Share and recommend the bank’s full range of resources, including in-branch services, digital capabilities, and business partner resources.
Meet individual goals through required in-person and outbound calling activities that provide opportunities to offer needs-based solutions and 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 high client satisfaction by engaging customers and providing 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 engaging customers to identify needs and recommend solutions.
Coach and lead the branch team according to process and protocol in the absence of an AFCM.
Perform other duties and responsibilities as assigned.