Relationship Banker II

Simmons Bank•Collierville, TN

About The Position

Simmons Bank is a regional community bank offering financial services and technology to meet customers’ 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 achieve 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. The position may also involve account servicing and maintenance, teller transactions, problem resolution, and other customer transactions. Relationship Bankers receive training on the products, services, needs-based conversations, and tools required for the role, and are expected to represent Simmons professionally and positively. The position requires occasional, sporadic, and minimal travel for meetings, training, bank conversions, or acquisition support, and the ability to support and guide other banking institutions within the market.

Requirements

High school diploma or GED.
Two years of customer-facing and goal-oriented experience.
Register with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment.
Ability to motivate and present information effectively in one-on-one and small-group settings with customers, clients, and employees.
Ability to work with a team-centric approach in an evolving, fast-paced banking environment.
Ability to use 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, with sporadic and 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 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 provide solutions and recommendations.
Open and close accounts, assist customers in selecting accounts, research customer 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 partner teams supporting small business, corporate and institutional partners, mortgage, and financial advisory services.
Engage customers and maintain high client satisfaction by providing an optimal customer experience.
Perform departmental activities and documentation in compliance with applicable laws, regulations, policies, and procedures, including completing 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.