Relationship Banker II

Simmons Bank•Montgomery, TX

About The Position

Simmons Bank is seeking a Relationship Banker to build, expand, and retain client relationships while delivering an exceptional client experience. The role provides financial solutions to existing and prospective clients by assessing their needs and recommending bank products and services that support their 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 help clients with account servicing and maintenance, teller transactions, problem resolution, and other transactional needs. Relationship Bankers are expected to act as professional and positive Simmons ambassadors. Training is provided on the products, services, needs-based conversations, and tools required for the role. The position shares the bank’s full range of resources with customers, including branch services, digital capabilities, and business-partner resources. It involves opening and closing accounts, assisting with consumer loan requests, identifying referral opportunities, maintaining customer satisfaction, processing transactions accurately, and complying with applicable laws and procedures. The banker may coach and lead the branch team according to process and protocol when the AFCM is absent. Occasional travel for meetings, training, bank conversions, and acquisition support may be required; overnight or out-of-town travel is described as sporadic and minimal.

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 embrace a team-centric approach in a fast-paced and evolving banking environment.
Registration with the National Mortgage Licensing System and Registry (NMLS), or ability 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 travel occasionally for meetings, training, bank conversion, and acquisition support; overnight or out-of-town travel is sporadic and minimal.

Responsibilities

Share and recommend the bank’s full scope of resources, including in-branch services, digital capabilities, and business-partner resources.
Meet individual goals through required in-person and outbound calling activities and needs-based customer conversations.
Open and close accounts, help customers select appropriate accounts, research customer accounts, and comply with BSA and CIP requirements.
Solicit 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 businesses, corporate and institutional partners, mortgage clients, and financial-advisory clients.
Engage customers and maintain a high level of client satisfaction by 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 in the absence of an AFCM.
Perform other assigned duties and responsibilities.