Relationship Banker I

Simmons Bank•Athens, TX

About The Position

Simmons Bank is a regional community bank offering customers a range of financial capabilities and banking options. The Relationship Banker builds, expands, and retains client relationships while delivering an exceptional customer experience. The role assesses client needs and recommends bank products and services to help customers pursue their current and future financial goals. Relationship Bankers market Simmons Bank solutions to existing customers and prospects through daily interactions, outbound calls, business visits, networking events, and periodic At Work events. They are expected to meet or exceed individual and branch goals and may assist with account servicing and maintenance, teller transactions, problem resolution, and other transactional needs. Bankers are expected to represent Simmons professionally and positively. All Relationship Bankers receive training on requisite products, services, needs-based conversations, and other tools required for the role.

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 settings to customers, clients, and employees.
Ability to work collaboratively with a team in an evolving, fast-paced banking environment.
Registration with the National Mortgage Licensing System and Registry (NMLS), or the 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 conversions, and acquisition support; travel is described as sporadic, with minimal overnight 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, using a needs-based approach to recommend solutions.
Open and close accounts, help customers select appropriate accounts, research customer accounts, and comply with BSA and CIP requirements.
Facilitate consumer loan requests, maintain knowledge of loan policies and procedures, and assist with branch consumer loan portfolios.
Identify customer needs and refer customers to teams supporting small business, corporate and institutional partners, mortgage, and financial advisory services.
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, engaging customers to identify needs and recommend solutions.
In the absence of an AFCM, coach and lead the branch team according to process and protocol.
Perform other assigned duties and responsibilities.