Relationship Banker II

Simmons Bank•Stillwater, OK

About The Position

Simmons Bank is a regional community bank that provides customers with a range of financial capabilities, traditional banking services, and technology-enabled options. The Relationship Banker II builds, expands, and retains client relationships while delivering 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 to existing and prospective customers through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events. They are expected to meet or exceed individual and branch goals and may also assist with account maintenance, teller transactions, problem resolution, and other customer requests. The position requires professionalism, positive customer engagement, and compliance with applicable laws and bank procedures. Training is provided on requisite 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 effectively and present information in one-on-one and small-group settings to customers, clients, and employees.
Ability to embrace a team-centric approach in a fast-paced, evolving banking environment.
Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
Computer skills with 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 that provide opportunities to offer needs-based solutions and recommendations.
Open and close accounts, assist customers in selecting 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 clients.
Maintain high client satisfaction by engaging customers and providing an optimal customer experience.
Perform 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 duties and responsibilities as assigned.