Relationship Banker I

Simmons Bank • Stillwater, OK

7d

About The Position

As a Relationship Banker, you build, expand, and retain client relationships while delivering an exceptional client experience. You assess the financial needs of existing and prospective clients and recommend bank products and services to help them meet current and future financial goals. The role involves marketing Simmons solutions through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events, and achieving or exceeding individual and branch goals. You may also assist with account servicing and maintenance, teller transactions, problem resolution, and other transactional needs. Relationship Bankers receive training on requisite products, services, needs-based conversations, and tools needed to perform the role.

You are expected to act as a professional and positive Simmons Ambassador, meet and exceed customer expectations, and work collaboratively in a fast-paced banking environment. The position includes occasional travel for meetings, training, bank conversion, and acquisition support, with sporadic and minimal overnight or out-of-town travel. You may provide support and guidance at other banking institutions within the market.

Requirements

• High school diploma or GED.
• One year of customer-facing and goal-oriented experience.
• Ability to motivate effectively and present information in one-on-one and small-group situations to customers, clients, and employees.
• Ability to embrace a team-centric approach in a fast-paced and evolving banking environment.
• Proficiency 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, including 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, including in-branch services, digital capabilities, and business-partner resources.
• Meet individual goals through required in-person and outbound calling activities that enable needs-based recommendations.
• Open and close accounts, help customers select appropriate accounts, research customer accounts, and comply with BSA and CIP requirements.
• Identify customer needs and refer customers to partner teams serving small business, corporate and institutional partners, mortgage, and financial advisory services.
• 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 completing required compliance training.
• Process customer requests and transactions accurately and professionally while identifying needs and recommending solutions through genuine conversation.
• Perform other duties and responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED