Relationship Banker I

Simmons Bank•Ozark, AR

About The Position

As a Relationship Banker, you will build, expand, and retain client relationships while providing an exceptional customer experience. You will assess the financial needs of existing and prospective clients and recommend bank products and services to help them achieve current and future financial goals. The role involves marketing Simmons solutions through daily customer interactions, outbound calls, business visits, networking events, and periodic At Work events, while meeting or exceeding individual and branch goals. You may also help customers with account servicing and maintenance, teller transactions, problem resolution, and other transactional needs. Relationship Bankers are expected to represent Simmons professionally and positively and complete training on the products, services, needs-based conversations, and tools required for the role.

Requirements

High school diploma or GED.
Two years of customer-facing and goal-oriented experience.
Ability to motivate effectively and present information in one-on-one and small-group settings to customers, clients, and employees.
Ability to embrace a team-centric approach in an evolving, fast-paced banking environment.
Must register with the National Mortgage Licensing System and Registry (NMLS) and/or 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 conversions, and acquisition support, with sporadic and minimal overnight or out-of-town travel.

Responsibilities

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, maintain knowledge of loan policies and procedures, and assist with branch consumer loan portfolios.
Identify customer needs and refer customers to partner teams serving small businesses, corporate and institutional clients, and mortgage and financial advisory needs.
Maintain client satisfaction by engaging customers and ensuring an optimal customer experience.
Perform departmental activities and documentation 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.