Relationship Banker II

Simmons Bank•Chesterfield, MO

About The Position

As a Relationship Banker, you will build, expand, and retain client relationships while providing an exceptional client experience. You will assess the financial needs of existing and prospective clients and recommend bank products and services to help them meet current and future financial goals. The role involves marketing Simmons solutions through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events, while achieving or exceeding individual and branch goals. Relationship Bankers may also assist clients with account servicing and maintenance, teller transactions, problem resolution, and other transactional needs. They are expected to represent Simmons professionally and positively and to meet and exceed client expectations. The position includes training on requisite products, services, needs-based conversations, and other tools needed to perform the role.

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 using a team-centric approach in a fast-paced, evolving banking environment.
Register with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment.
Computer skills, including use of 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, using a needs-based approach to provide valued solutions and recommendations.
Open and close accounts, assist customers with account selection, 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 supporting small business, corporate and institutional partners, mortgage, and financial advisors.
Maintain client satisfaction by engaging customers and providing an optimal customer experience.
Ensure departmental documents and activities comply 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.