Relationship Banker II

Simmons Bank•Montgomery, TX

About The Position

Simmons Bank is a regional community bank that provides financial capabilities and banking choices to customers. The Relationship Banker builds, expands, and retains client relationships while providing an exceptional customer 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. They may also assist with account service and maintenance, teller transactions, problem resolution, and other transactional needs. Bankers receive training on products, services, needs-based conversations, and other tools required for the role. The position shares the bank’s in-branch services, digital capabilities, and business-partner resources; opens and closes accounts; supports consumer loan requests; identifies customer needs and makes referrals to relevant partner teams; and handles customer requests and transactions professionally. It also requires compliance with applicable laws, regulations, policies, and procedures. The banker may coach and lead the branch team according to process and protocol when the AFCM is absent. Occasional, sporadic and minimally overnight or out-of-town travel may be needed for meetings, training, bank conversions, and acquisition support, along with support at 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 situations.
Ability to work as part of a team in a fast-paced, evolving banking environment.
MS Office skills.
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 conversion, 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 using a needs-based approach.
Open and close accounts, help customers select appropriate accounts, research 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 teams serving small business, corporate and institutional partners, mortgage, and financial advisory services.
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 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 assigned duties and responsibilities.
Travel occasionally for meetings, training, bank conversion and acquisition support, and provide support at other banking institutions within the market.