Relationship Banker I

Simmons Bank•Fayetteville, AR

About The Position

Simmons Bank is a regional community bank offering traditional banking services and technology-supported financial capabilities. The Relationship Banker I builds, expands, and retains client relationships while providing an exceptional customer experience. The role assesses clients’ financial needs and recommends bank products and services to support their current and future financial goals. Bankers market solutions to existing customers and prospective clients through daily interactions, outbound calls, business visits, networking events, and periodic workplace 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 relevant products, services, needs-based conversations, and tools. The position also requires supporting customer needs through in-branch and digital services, identifying referrals to business and financial partners, and handling customer requests accurately and professionally. The banker must comply with applicable laws, regulations, policies, procedures, and required compliance training. Occasional travel may be required for meetings, training, bank conversions, acquisition support, or support at other banking institutions in the market.

Requirements

High school diploma or GED.
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 with a team-centric approach 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.
Proficiency with MS Office programs.
Ability to understand and use social media platforms to support brand awareness and obtain market knowledge.
Ability to travel occasionally for meetings, training, bank conversion and acquisition support, and 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 and needs-based customer conversations.
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 partners serving small business, corporate and institutional clients, mortgage clients, and financial advisory clients.
Maintain client satisfaction by engaging customers and ensuring an optimal customer experience.
Perform departmental documents and activities 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.
Coach and lead the branch team according to process and protocol in the absence of an AFCM.
Perform other duties and responsibilities as assigned.