Relationship Banker II

Simmons Bank•Tishomingo, OK

23h

About The Position

Simmons Bank is a regional community bank offering financial services to meet customers’ needs. The Relationship Banker builds, expands, and retains client relationships while providing an exceptional client experience. The role assesses customers’ financial needs and recommends bank products and services to help them meet current and future goals. Relationship Bankers market Simmons solutions through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events, and are expected to meet or exceed individual and branch goals. They may also help with account servicing and maintenance, teller transactions, problem resolution, and other customer transactions. The position requires professional, positive representation of Simmons Bank and a focus on meeting and exceeding customer expectations. All Relationship Banker positions receive training on relevant products, services, needs-based conversations, and role-specific tools.

Requirements

High school diploma or GED.
Two years 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 embrace a team-centric approach in a fast-paced, evolving banking environment.
Register with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment.
Computer skills 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; travel is described as sporadic with minimal overnight and/or out-of-town travel.
Ability to provide support and guidance at other banking institutions within the market.

Responsibilities

Share and 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 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 partners, mortgage, and financial advisory services.
Maintain high customer 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 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.