Relationship Banker II

Simmons Bank•Corpus Christi, TX

10h

About The Position

Simmons Bank is a regional community bank offering traditional banking services and technology-supported financial capabilities. The Relationship Banker builds, expands, and retains client relationships while delivering a strong customer experience. The role assesses customers’ financial needs and recommends bank products and services to help them reach current and future financial goals. Relationship Bankers market Simmons solutions through customer 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 requires a professional, positive approach and the completion of training on relevant products, services, needs-based conversations, and tools.

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 in a team-centric approach in a fast-paced, evolving banking environment.
Registration with the National Mortgage Licensing System and Registry (NMLS), or the ability to obtain an NMLS license after employment.
Computer skills including use of MS Office programs.
Ability to understand and use social media platforms to support brand awareness and obtain market knowledge.
Ability to travel occasionally for meetings, training, bank conversion, and acquisition support, with minimal sporadic 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 present 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 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 completing 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 duties and responsibilities as assigned.