Relationship Banker II

Simmons Bank•Florissant, MO

About The Position

Simmons Bank is a regional community bank offering financial services to customers. The Relationship Banker builds, expands, and retains client relationships while delivering an exceptional customer experience. The role assesses clients’ financial needs and recommends bank products and services to support their current and future financial goals. Bank solutions are marketed through daily customer interactions, outbound calls, business visits, networking events, and periodic At Work events. The Relationship Banker is expected to meet or exceed individual and branch goals and may help with account servicing, maintenance requests, teller transactions, problem resolution, and other customer transactions. The position requires professional, positive representation of Simmons Bank and completion of training on relevant products, services, needs-based conversations, and 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 settings with customers, clients, and colleagues.
Ability to work as part of a team in a fast-paced, evolving banking environment.
Register with the National Mortgage Licensing System and Registry (NMLS), or obtain an NMLS license after employment.
Computer skills, including use of MS Office programs.
Ability to understand and use social media platforms to share brand awareness and obtain market knowledge.
Ability to travel occasionally; travel is described as sporadic, with minimal overnight or out-of-town travel.

Responsibilities

Recommend the bank’s full range of resources, including 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 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 teams and partners serving small businesses, corporate and institutional clients, and mortgage and financial advisory needs.
Maintain client satisfaction by engaging customers and supporting 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, engaging customers to identify needs and recommend solutions.
In the absence of an AFCM, coach and lead the branch team according to established processes and protocols.
Perform other assigned duties and responsibilities.
Occasionally travel for meetings, training, bank conversions, acquisition support, and to provide support and guidance at other banking institutions within the market.