Relationship Banker II

Simmons Bank•Sedalia, MO

About The Position

The Relationship Banker II builds, expands, and retains client relationships while delivering an exceptional customer experience. The banker assesses customers’ financial needs and recommends suitable bank products and services to help them meet current and future goals. This includes marketing bank solutions through daily customer interactions, outbound calls, business visits, networking, and periodic “At Work” events, and achieving or exceeding individual and branch goals. The role may also assist with account servicing, maintenance, teller transactions, problem resolution, and other customer transactions. The position shares the bank’s full range of traditional branch services, digital capabilities, and business-partner resources. It involves opening and closing accounts, handling consumer loan requests, identifying customer needs and making referrals, and processing requests accurately and professionally. The banker is expected to maintain customer satisfaction, comply with applicable laws and policies, and complete required compliance training. The role may coach and lead the branch team according to process and protocol when the AFCM is absent. Occasional travel may be required for meetings, training, conversions, acquisition support, or to assist other banking institutions in the market.

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 work collaboratively in a team-centered, fast-paced, and evolving banking environment.
Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
Computer skills, including use of Microsoft 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 conversions, and acquisition support; travel is described as sporadic with minimal overnight or out-of-town travel.

Responsibilities

Build, expand, and retain client relationships while providing an exceptional customer experience.
Assess customer financial needs and recommend bank products and services aligned with their goals.
Market bank solutions through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events.
Meet or exceed established individual and branch goals through required in-person and outbound calling activities.
Share and recommend the bank’s full range of resources, including branch services, digital capabilities, and business-partner resources.
Open and close accounts, help customers select appropriate accounts, research accounts, and comply with BSA and CIP requirements.
Facilitate consumer loan requests, maintain knowledge of loan policies and procedures, and assist with the branch’s consumer loan portfolio.
Identify customer needs and refer customers to small-business, corporate and institutional, mortgage, and financial-advisor partners.
Maintain customer satisfaction by engaging customers and providing an optimal 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 identifying needs and recommending solutions.
Assist with account service and maintenance, teller transactions, problem resolution, and other transactional needs as needed.
Coach and lead the branch team according to process and protocol in the absence of an AFCM.
Provide support and guidance at other banking institutions within the market as needed.