Relationship Banker II

Simmons Bank•Chesterfield, MO

About The Position

Simmons Bank is a regional community bank offering traditional banking services and technology-supported financial capabilities. The Relationship Banker II builds, expands, and retains client relationships and provides an exceptional customer experience. The role assesses customer needs and recommends bank products and services to help clients meet current and future financial goals. Bank solutions are marketed through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events. The banker is expected to meet or exceed individual and branch goals and may assist with account servicing, teller transactions, problem resolution, and other transactional needs. Relationship Bankers receive training on required products, services, needs-based conversations, and role-related tools. This position shares the bank’s resources with customers, opens and closes accounts, facilitates consumer loan requests, identifies needs and makes referrals to partner teams, and processes customer requests and transactions. It also requires compliance with applicable laws, regulations, policies, procedures, and required training. The banker may provide support and guidance at other banking institutions within the market and travel occasionally for meetings, training, bank conversion, and acquisition support.

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 situations to customers, clients, and employees.
Ability to work collaboratively in a team-centric, 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, including use of 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 or out-of-town travel is sporadic and minimal.

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.
Solicit 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 clients, mortgage clients, and financial advisory clients.
Engage customers and maintain a high level of client satisfaction by 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.