Relationship Banker I

Simmons Bank • Benton, AR

15d

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 client experience. The role assesses customers’ financial needs and recommends bank products and services to help them meet current and future goals.

Relationship Bankers market Simmons solutions to existing customers and prospective clients through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events. They work toward individual and branch goals and may help with account servicing and maintenance, teller transactions, problem resolution, and other customer transactions. Bankers receive training on products, services, needs-based conversations, and role-related tools. They are expected to represent Simmons professionally and positively.

Requirements

• High school diploma or GED.
• One year of customer-facing and goal-oriented experience.
• Ability to motivate others and present information effectively in one-on-one and small-group situations.
• Ability to work with a team in a fast-paced and evolving banking environment.
• Ability to coach and lead the branch team according to process and protocol in the absence of an AFCM.
• Registration with the National Mortgage Licensing System and Registry (NMLS), and/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 promote brand awareness and gain market knowledge.
• Ability to travel occasionally for meetings, training, bank conversion, and acquisition support, with minimal sporadic overnight or out-of-town travel.
• Ability to provide support and guidance at other banking institutions within the market.

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 that provide opportunities to recommend needs-based solutions.
• 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 teams supporting small businesses, corporate and institutional partners, mortgage services, and financial advisors.
• Maintain client satisfaction by engaging customers and providing an optimal customer experience.
• Perform departmental activities and documentation 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.
• Perform other duties and responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED