Relationship Banker II

Simmons BankWhite House, TN
14d

About The Position

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. It’s fun to work in a company where people truly BELIEVE in what they're doing. We are committed to bringing passion and customer focus to the business. Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We empower our associates to serve as trusted advisors, providing them with the resources of a traditional bank supported by cutting-edge technology. We are passionate about guiding our customers through each financial life stage and understand that they desire and deserve choices in how they bank. As a Relationship Banker, you will be responsible for building, expanding, and retaining client relationships while delivering an exceptional client experience. You will provide expert financial solutions to both existing and prospective clients by taking time to understand their financial needs and offering recommendations through appropriate bank products and services to help them accomplish their current and future financial goals. Relationship Bankers actively promote Simmons Bank solutions to our customer base and prospects through daily interactions, outbound calling efforts, business visits, community and networking activities, and periodic “At Work” events. You will be expected to achieve or exceed established individual and branch goals while helping to create a positive, relationship-focused environment. In addition, Relationship Bankers may assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. It is expected that Relationship Bankers consistently demonstrate professionalism, a positive attitude, and serve as strong Simmons ambassadors while meeting and exceeding client expectations. All Relationship Banker positions receive comprehensive training on products, services, needs-based conversations, and the tools necessary to perform the role successfully.

Requirements

  • Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization
  • Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment
  • HS Diploma/GED
  • Two years customer-facing and goal-oriented experience
  • This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or Obtain an NMLS license after employment.
  • Please refer to (http:/mortgage.nationalwidelicensing.org) for more information
  • MS Office programs
  • Understand and utilize social media platforms to help share brand awareness and obtain market knowledge
  • Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town)
  • Ability to provide support and guidance at other banking institutions within the market.

Responsibilities

  • Share and recommend the bank’s full scope of resources with customers, including traditional in-branch services, digital banking tools, and specialized business partner solutions.
  • Meet individual performance goals by consistently engaging in both in-person interactions and outbound calling activities that create opportunities to offer meaningful, needs-based financial recommendations.
  • Perform all functions related to opening and closing accounts, including assisting customers with appropriate account selection, researching account inquiries, and ensuring full compliance with BSA and CIP requirements.
  • Facilitate consumer loan requests by soliciting applications, maintaining knowledge of loan policies and procedures, and supporting the branch’s consumer loan portfolio.
  • Identify client needs and provide referrals to appropriate bank partners, including small business banking, corporate and institutional banking, mortgage, and financial advisory teams.
  • Maintain a high level of client satisfaction by providing an exceptional customer experience through proactive engagement, attentive service, and follow-through.
  • Ensure all departmental documentation and activities comply with applicable laws, regulations, policies, and procedures, including timely completion of all required compliance training.
  • Process customer requests and transactions accurately, efficiently, and professionally while engaging in genuine conversations to uncover financial needs and recommend solutions.
  • Perform other duties and responsibilities as assigned.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

High school or GED

Number of Employees

1,001-5,000 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service