Relationship Banker I

Simmons Bank•Oklahoma City, OK

21h

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 and provides an exceptional customer experience. The role assesses financial needs and recommends bank products and services to help current and prospective clients achieve their financial goals. Relationship Bankers market Simmons solutions through daily 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 help with account servicing and maintenance, teller transactions, problem resolution, and other transactional needs. All Relationship Bankers receive training on the products, services, needs-based conversations, and tools required for the role. The position requires compliance with applicable laws, regulations, policies, and procedures, including required training. It may involve occasional minimal overnight or out-of-town travel for meetings, training, bank conversions, or acquisition support, as well as providing support and guidance at other banking institutions in the market.

Requirements

High school diploma or GED.
One year of customer-facing and goal-oriented experience.
Ability to motivate effectively and present information in one-on-one and small-group settings to customers, clients, and employees.
Ability to work collaboratively in a team-centered, fast-paced, evolving banking environment.
Registration with the National Mortgage Licensing System and Registry (NMLS) and/or ability to obtain an NMLS license after employment.
Proficiency with 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

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, sharing needs-based solutions and recommendations.
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 partner teams serving small businesses, corporate and institutional partners, mortgage customers, and financial advisory clients.
Maintain high client satisfaction by engaging customers and providing 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 when the AFCM is absent.
Perform other duties and responsibilities as assigned.