Relationship Banker I

SIMON•Stillwater, OK

20h•Onsite

About The Position

Simmons Bank is a dynamic regional community bank committed to empowering its associates to be trusted advisors and providing cutting-edge technology. The bank focuses on guiding customers through financial life stages and offering choices in banking. As a Relationship Banker (RB), the role involves building, expanding, and retaining client relationships while delivering an exceptional client experience. RBs provide expert financial solutions by assessing needs and offering bank products and services to help clients achieve financial goals. They market Simmons solutions through daily interactions, outbound calls, business visits, networking, and 'At Work' events, aiming to meet or exceed individual and branch goals. RBs also assist clients with account service, maintenance, teller transactions, and problem resolution. They are expected to be professional and positive Simmons Ambassadors, exceeding client expectations. All Relationship Banker positions receive comprehensive training on products, services, needs-based conversations, and necessary tools.

Requirements

Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization
Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment
HS Diploma/GED
One year customer-facing and goal-oriented experience
MS Office programs
Understand and utilize social media platforms to help share brand awareness and obtain market knowledge

Responsibilities

Responsible to share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources
Ensure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophy
Uncover needs and refer customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors
Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions
Performs other duties and responsibilities as assigned