Relationship Banker II

Simmons Bank•Lee's Summit, MO

11d

About The Position

The Relationship Banker builds, expands, and retains client relationships while delivering an exceptional customer experience. The role assesses financial needs and recommends bank products and services to help existing and prospective clients meet 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. The position may also involve account servicing and maintenance, teller transactions, problem resolution, and other customer transactions. Relationship Bankers are expected to represent Simmons professionally and positively. Training is provided on requisite products, services, needs-based conversations, and tools required 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 settings.
Ability to work with a team to serve customers 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.
Knowledge of and ability to use 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 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 provide recommendations and solutions.
Perform account opening and closing functions, help customers select accounts, research customer 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 partner teams serving small business, corporate and institutional partners, mortgage, and financial advisory clients.
Maintain client satisfaction by engaging customers and delivering 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.