Relationship Banker II

Simmons Bank•Mansfield, TX

About The Position

As a Relationship Banker, you build, expand, and retain client relationships while providing an exceptional client experience. You assess customers’ financial needs and recommend bank products and services to help them pursue current and future financial goals. You market Simmons Bank solutions to existing customers and prospects through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events, and work to meet or exceed individual and branch goals. You may also assist with account service and maintenance, teller transactions, problem resolution, and other customer transactions. The role calls for professional, positive representation of Simmons Bank and a focus on meeting and exceeding customer expectations. Training is provided on required products, services, needs-based conversations, and tools 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 with customers, clients, and employees.
Ability to work collaboratively and take a team-centric approach in a fast-paced, evolving banking environment.
Register with the National Mortgage Licensing System and Registry (NMLS), or obtain an NMLS license after employment.
Computer skills, including use of 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

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 to offer solutions and recommendations.
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 covering small business, corporate and institutional partners, mortgage, and financial advisors.
Engage customers and help maintain high client satisfaction by 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.