Relationship Banker II

Simmons Bank•Sedalia, MO

11d

About The Position

Simmons Bank is a regional community bank offering traditional banking services and technology-enabled financial solutions. The Relationship Banker builds, expands, and retains client relationships while delivering an exceptional customer experience. The role assesses customer needs and recommends bank products and services to support current and future financial goals. Bankers promote solutions to existing and prospective customers through daily interactions, outbound calls, business visits, networking, 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 transactional needs. Relationship Bankers receive training on the products, services, needs-based conversations, and tools required for the role. The role requires sharing the bank’s resources, supporting account opening and closing, facilitating consumer loan requests, and connecting customers with partners in small business, corporate and institutional banking, mortgage, and financial advisory services. The banker must comply with applicable laws, regulations, policies, and procedures and maintain a professional, positive approach. Occasional, sporadic travel may be required for meetings, training, bank conversion, acquisition support, and providing support at other banking institutions in the market.

Requirements

High school diploma or GED.
Two years of customer-facing and goal-oriented experience.
Register with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment.
Ability to motivate and present information effectively in one-on-one and small-group situations.
Ability to embrace a team-centric approach in an evolving, fast-paced banking environment.
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, 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 scope of resources, including in-branch services, digital capabilities, and business partner resources.
Meet individual goals through required in-person and outbound calling activities that support needs-based recommendations.
Open and close accounts, assist customers with account selection, 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 partners serving small businesses, corporate and institutional clients, and mortgage and financial advisory needs.
Maintain client satisfaction by engaging customers and supporting an optimal customer experience.
Complete 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 identifying needs and recommending 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.