Relationship Banker I

Simmons Bank•Little Rock, AR

About The Position

The Relationship Banker builds, expands, and retains client relationships while providing an exceptional client experience. The role assesses the financial needs of existing and prospective clients and recommends bank products and services to help them achieve current and future 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. The position may also involve account servicing and maintenance, teller transactions, problem resolution, and other transactional needs. Relationship Bankers receive training on requisite products, services, needs-based conversations, and tools. They are expected to represent Simmons professionally and positively while meeting and exceeding client expectations.

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 situations with customers, clients, and employees.
Ability to work collaboratively in a team-centric approach in an evolving, fast-paced banking environment.
MS Office skills.
Ability to understand and use social media platforms to share brand awareness and obtain market knowledge.
Register with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment.
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, using a needs-based approach to offer solutions and recommendations.
Perform account opening and closing functions, 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 consumer loan portfolios.
Identify customer needs and refer customers to partner-centric teams serving small businesses, corporate and institutional partners, and mortgage and financial advisory clients.
Maintain client satisfaction by engaging customers and ensuring 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 in genuine conversations to identify needs and recommend solutions.
Coach and lead the branch team according to process and protocol in the absence of an AFCM.
Perform other duties and responsibilities as assigned.