Relationship Banker II

Simmons Bank•Tishomingo, OK

13d

About The Position

Simmons Bank is a regional community bank offering traditional banking services and digital capabilities. The Relationship Banker builds, expands, and retains client relationships while providing an exceptional customer experience. The role assesses financial needs and recommends bank products and services to help customers meet current and future financial goals. Relationship Bankers promote 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. They may also assist with account servicing and maintenance, teller transactions, problem resolution, and other customer transactions. The position includes training on products, services, needs-based conversations, and tools required to perform the role. Relationship Bankers are expected to represent Simmons professionally and positively, comply with applicable requirements, and support customers and branch colleagues.

Requirements

High school diploma or GED.
Two years of customer-facing and goal-oriented experience.
Ability to motivate effectively and present information in one-on-one and small-group situations to customers, clients, and employees.
Ability to work using a team-centric approach in a fast-paced, evolving banking environment.
Registration with the National Mortgage Licensing System and Registry (NMLS), and/or willingness to 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 provide support and guidance at other banking institutions within the market.
Ability to travel occasionally for meetings, training, bank conversions, and acquisition support, with sporadic and minimal overnight and/or out-of-town travel.

Responsibilities

Share and 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 provide opportunities to recommend solutions 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 partner teams serving small business, corporate and institutional partners, mortgage, and financial advisory needs.
Maintain client satisfaction by engaging customers and providing an optimal customer experience.
Perform departmental activities and documentation 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 when an AFCM is absent.
Perform other assigned duties and responsibilities.