Relationship Banker II

Simmons Bank•Ada, OK

About The Position

Simmons Bank is a regional community bank offering traditional banking services and technology-enabled financial solutions. The Relationship Banker builds, expands, and retains client relationships while delivering an exceptional client experience. The role assesses clients’ financial needs and recommends bank products and services to help them meet current and future financial goals. Relationship Bankers market Simmons 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. The banker is expected to represent Simmons professionally and positively, meet customer expectations, and complete training on the products, services, needs-based conversations, and tools required for the role.

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 to customers, clients, and employees.
Ability to work with a team to help customers in an evolving, fast-paced banking environment.
Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
Computer skills using 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

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 support needs-based recommendations.
Open and close accounts, help customers select appropriate accounts, research customer accounts, and comply with BSA and CIP requirements.
Facilitate consumer loan requests, maintain knowledge of loan policies and procedures, and assist with branch consumer loan portfolios.
Identify customer needs and refer customers to partner teams serving small business, corporate and institutional clients, mortgage clients, and financial advisory clients.
Maintain client satisfaction by engaging customers and 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 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.