Relationship Banker II

Simmons Bank•Memphis, TN

About The Position

Simmons Bank is a regional community bank offering a range of financial services and technology to meet customers’ needs. The Relationship Banker builds, expands, and retains client relationships while delivering an exceptional customer experience. The role assesses customers’ financial needs and recommends bank products and services to support their current and future goals. Relationship Bankers market Simmons solutions through daily customer interactions, outbound calls, business visits, networking, 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 receives training in the products, services, needs-based conversations, and tools required for the role. It also requires compliance with applicable laws, regulations, policies, and procedures.

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.
Ability to work with a team to serve customers 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, 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 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

Recommend the bank’s full range of resources, including in-branch services, digital capabilities, and business partner resources.
Meet individual goals through in-person and outbound calling activities that provide opportunities to offer 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, including 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 businesses, corporate and institutional partners, and mortgage and financial advisory needs.
Engage customers and maintain a high level of client satisfaction by 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 engaging customers to identify needs and recommend solutions.
Coach and lead the branch team according to process and protocol when the AFCM is absent.
Perform other duties and responsibilities as assigned.