Relationship Banker II

Simmons Bank•Wichita, KS

21h

About The Position

Simmons Bank is a regional community bank offering financial services and technology to meet customer needs. The Relationship Banker builds, expands, and retains client relationships while delivering an exceptional client experience. The role assesses customers’ financial needs and recommends bank products and services to help them meet current and future financial goals. Relationship Bankers market the bank’s 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 assist with account servicing and maintenance, teller transactions, problem resolution, and other customer transactions. The position includes training on the required products, services, needs-based conversations, and tools.

Requirements

High school diploma or GED.
Two years of customer-facing, 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), and/or ability to obtain an NMLS license after employment.
Proficiency 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; overnight or out-of-town travel is sporadic and minimal.
Ability 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 that provide opportunities to recommend needs-based solutions.
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 partners in small business, corporate and institutional banking, mortgage, and financial advisory services.
Maintain client satisfaction by engaging customers and ensuring an optimal customer experience.
Perform departmental activities and documentation 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.