Relationship Banker II

Simmons Bank • Conroe, TX

4d

About The Position

As a Relationship Banker, you will build, expand, and retain client relationships while providing an exceptional client experience. You will assess the financial needs of existing and prospective clients and recommend bank products and services to help them achieve current and future financial goals. The role includes marketing Simmons Bank solutions through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events. Relationship Bankers are expected to meet or exceed individual and branch goals and may assist with account servicing, maintenance requests, teller transactions, problem resolution, and other transactional needs. Bankers are expected to represent Simmons professionally and positively. Training is provided on requisite products, services, needs-based conversations, and tools.

Requirements

• High school diploma or GED.
• Two years of customer-facing and goal-oriented experience.
• Ability to motivate and present information effectively in one-on-one and small-group situations.
• Ability to work collaboratively in a team-centric, fast-paced banking environment.
• Ability to coach and lead the branch team according to process and protocol when the AFCM is absent.
• 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 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 conversions, 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 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 support needs-based recommendations.
• Open and close accounts, assist customers in selecting 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 for small business, corporate and institutional services, mortgage, and financial advice.
• Maintain client satisfaction by engaging customers and delivering 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 engaging customers to identify needs and recommend solutions.
• Perform other duties and responsibilities as assigned.

What This Job Offers

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