Relationship Banker II

Simmons Bank•Stillwater, OK

About The Position

The Relationship Banker II builds, expands, and retains client relationships while providing an exceptional client experience. The role assesses the financial needs of existing and prospective clients and recommends bank products and services to help them reach current and future financial goals. Relationship Bankers market Simmons solutions through daily client 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 transactional needs. The position requires a professional, positive presence as a Simmons Ambassador and a focus on meeting and exceeding client expectations. Training is provided on required products, services, needs-based conversations, and other role-related 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 situations with customers, clients, and employees.
Ability to embrace a team-centric approach in an evolving, fast-paced banking environment.
Register with the National Mortgage Licensing System and Registry (NMLS), and/or obtain an NMLS license after employment.
Computer skills, including proficiency with 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, with sporadic and 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 required in-person and outbound calling activities, sharing relevant solutions and recommendations using a needs-based approach.
Open and close accounts, help customers select appropriate 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 teams supporting small business, corporate and institutional partners, mortgage, and financial advisory services.
Maintain client satisfaction by engaging customers and providing an optimal customer experience.
Perform departmental documents and activities in compliance with applicable laws, regulations, policies, and procedures, including completing 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 in the absence of an AFCM.
Perform other duties and responsibilities as assigned.