Relationship Banker II

Simmons Bank•Mansfield, TX

About The Position

Simmons Bank is a regional community bank offering financial capabilities and technology to serve customers’ needs. The Relationship Banker builds, expands, and retains client relationships and provides an exceptional client experience. The role assesses financial needs and recommends bank products and services to help customers meet current and future goals. Relationship Bankers market Simmons solutions to existing customers and prospects 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. The role may also assist with account servicing and maintenance, teller transactions, problem resolution, and other transactional needs. Relationship Bankers receive training on the products, services, needs-based conversations, and tools needed to perform the role. The position shares the bank’s resources with customers, opens and closes accounts, facilitates consumer loan requests, and refers customers to partner teams and advisors. It also requires compliant completion of departmental activities and a professional, positive approach to customer interactions. The banker may provide support and guidance at other banking institutions within the market and may travel occasionally for meetings, training, bank conversions, or acquisition support.

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 with a team-centric approach in a fast-paced, evolving banking environment.
MS Office skills.
Ability to understand and use social media platforms to share brand awareness and obtain market knowledge.
Register with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment.
Ability to travel occasionally for meetings, training, bank conversion, and acquisition support; travel is described as sporadic with minimal overnight 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 scope 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, maintain knowledge of loan policies and procedures, and assist with branch consumer loan portfolios.
Identify customer needs and refer customers to teams serving small business, corporate and institutional partners, mortgage customers, and financial advisory clients.
Maintain client satisfaction by engaging customers and providing an optimal customer 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.
Coach and lead the branch team according to process and protocol in the absence of an AFCM.
Perform other duties and responsibilities as assigned.