Relationship Banker I

Simmons Bank•Oklahoma City, OK

13d

About The Position

Simmons Bank is a regional community bank offering financial services and technology to meet customers’ needs. The Relationship Banker builds, expands, and retains client relationships while providing an exceptional customer experience. The role assesses customers’ financial needs and recommends bank products and services to support their current and future goals. Relationship Bankers market the bank’s solutions to current and prospective customers through everyday interactions, outbound calls, business visits, networking events, and periodic At Work events, and are expected to meet or exceed individual and branch goals. They may also assist with account servicing and maintenance, teller transactions, issue resolution, and other transaction needs. The position receives training on the required products, services, needs-based conversations, and tools. The successful candidate acts as a professional, positive representative of Simmons Bank and works collaboratively to help customers in a fast-paced banking environment. The role requires compliance with applicable laws, regulations, policies, and procedures, including required compliance training. Occasional travel may be needed for meetings, training, bank conversions, and acquisition support, with minimal overnight or out-of-town travel.

Requirements

High school diploma or GED.
One year 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 employees.
Ability to embrace a team-centric approach in a fast-paced and 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, with sporadic and minimal overnight and/or out-of-town travel.

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 and needs-based customer conversations.
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 make referrals to teams serving small business, corporate and institutional partners, mortgage, and financial advisory customers.
Maintain client satisfaction by engaging customers and ensuring 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 identifying needs and recommending solutions.
Coach and lead the branch team according to process and protocol in the absence of an AFCM.
Perform other assigned duties and responsibilities.