Relationship Banker II

Simmons Bank•Little Rock, AR

22h

About The Position

Simmons Bank is a regional community bank that provides customers with a range of financial capabilities and banking choices. The Relationship Banker builds, expands, and retains client relationships while delivering an exceptional customer experience. The banker assesses existing and prospective clients’ financial needs and recommends bank products and services to support their current and future financial goals. The role markets Simmons solutions through daily customer interactions, outbound calls, business visits, networking events, and periodic “At Work” events. Relationship Bankers are expected to meet or exceed individual and branch goals. They may also assist with account service and maintenance, teller transactions, problem resolution, and other customer transactions. Bankers receive training on the required products, services, needs-based conversations, and tools for the role. The position requires professional, positive representation of Simmons Bank and compliance with applicable laws, regulations, policies, and procedures, including required compliance training. Occasional travel may be required for meetings, training, bank conversions, or acquisition support; 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 and present information effectively in one-on-one and small-group situations with customers, clients, and coworkers.
Ability to work collaboratively in a team-centered, fast-paced banking environment.
Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
Ability to use 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 and out-of-town travel is sporadic and minimal.

Responsibilities

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 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 serving small business, corporate and institutional clients, mortgage clients, and financial advisory clients.
Maintain 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 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.