Relationship Banker II

Simmons Bank•Wichita, KS

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 customer needs and recommends banking products and services to support current and future financial goals. Relationship Bankers market bank solutions through daily customer interactions, outbound calls, business visits, networking events, and periodic “At Work” events, and are expected to meet or exceed individual and branch goals. The role may also support account servicing and maintenance, teller transactions, problem resolution, and other customer requests. Relationship Bankers receive training on the products, services, needs-based conversations, and tools required for the role. They are expected to represent Simmons Bank professionally and positively while meeting customer expectations.

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 settings 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 the ability to obtain an NMLS license after employment.
Ability to use 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; travel is described as sporadic with minimal overnight and/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 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 offer 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 teams supporting small businesses, corporate and institutional partners, mortgages, and financial advising.
Maintain customer satisfaction by engaging customers and providing an optimal experience.
Perform departmental activities and maintain documents 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 guide the branch team according to process and protocol in the absence of an AFCM.
Perform other duties and responsibilities as assigned.