Relationship Banker I

Simmons Bank•Stillwater, OK

About The Position

Simmons Bank is a regional community bank offering customers traditional banking services and digital capabilities. The Relationship Banker builds, expands, and retains client relationships while delivering an exceptional client experience. The role assesses clients’ financial needs and recommends bank products and services to help them meet current and future financial goals. Relationship Bankers market Simmons solutions to existing customers and prospects through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events. They are expected to meet or exceed individual and branch goals and may assist with account servicing, teller transactions, problem resolution, and other customer transactions. All Relationship Bankers receive training on requisite products, services, needs-based conversations, and tools for the role.

Requirements

High school diploma or GED.
One year of customer-facing and goal-oriented experience.
Ability to motivate others and present information effectively in one-on-one and small-group settings.
Team-oriented approach to serving customers in a fast-paced, evolving banking environment.
Computer skills, including use of Microsoft Office programs.
Ability to use social media platforms to share brand awareness and obtain market knowledge.
Ability to travel occasionally for meetings, training, bank conversion, and acquisition support; travel is described as sporadic, with 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, including in-branch services, digital capabilities, and business partner resources.
Meet individual goals through required in-person and outbound calling activities, sharing solutions and recommendations using a needs-based approach.
Perform account opening and closing functions, help customers select appropriate accounts, research customer accounts, and comply with BSA and CIP requirements.
Identify customer needs and refer customers to partners serving small businesses, corporate and institutional clients, and mortgage and financial advisory needs.
Maintain 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.
Market Simmons solutions through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events.
Assist with account service and maintenance, teller transactions, problem resolution, and other transactional needs as needed.
Perform other duties and responsibilities as assigned.