Relationship Banker I

Simmons Bank•Hensley, AR

About The Position

The Relationship Banker I builds, expands, and retains client relationships while providing an exceptional client experience. The role assesses the financial needs of existing and prospective clients and recommends bank products and services to help them achieve current and future financial goals. Relationship Bankers market Simmons Bank solutions through daily client interactions, outbound calling, business visits, networking events, and periodic ‘At Work’ events, and are expected to meet or exceed individual and branch goals. They may also assist clients with account servicing and maintenance, teller transactions, problem resolution, and other transactional needs. The position requires professional, positive representation of Simmons Bank and a focus on meeting and exceeding client expectations. Training is provided on required products, services, needs-based conversations, and other tools needed for the role.

Requirements

High school diploma or GED.
At least one year of customer-facing and goal-oriented experience.
Ability to motivate and present information effectively in one-on-one and small-group situations with customers, clients, and employees.
Ability to work collaboratively as part of a team in a fast-paced, evolving banking environment.
Registration with the National Mortgage Licensing System and Registry (NMLS), and/or ability to obtain an NMLS license after employment.
Ability to use 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

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, using a needs-based approach to offer 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 customers, and financial advisory clients.
Maintain client satisfaction by engaging customers and providing an optimal customer experience.
Ensure departmental documents and activities comply with applicable laws, regulations, policies, and procedures, and complete 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.