Relationship Banker I

Simmons Bank•Benton, AR

13d

About The Position

As a Relationship Banker, you build, expand, and retain client relationships while delivering an exceptional customer experience. You assess the financial needs of existing and prospective clients, recommend bank products and services, and help customers work toward their current and future financial goals. The role involves marketing Simmons solutions through daily interactions, outbound calls, business visits, networking events, and periodic At Work events, while meeting or exceeding individual and branch goals. You may also help with account servicing and maintenance, teller transactions, problem resolution, and other customer transactions. Relationship Bankers receive training in the products, services, needs-based conversations, and tools required for the role. The position requires sharing the bank’s traditional branch services, digital capabilities, and business partner resources; opening and closing accounts; facilitating consumer loan requests; identifying needs and referring customers to appropriate partners; and maintaining client satisfaction. All activities must be performed professionally and in compliance with applicable laws, regulations, policies, and procedures. Occasional travel may be required for meetings, training, bank conversions, acquisition support, or to provide support at other banking institutions within the market.

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 with a team to help customers in a changing, fast-paced banking environment.
Register with the National Mortgage Licensing System and Registry (NMLS) and/or 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, 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, 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.
Solicit consumer loan requests, maintain knowledge of loan policies and procedures, and assist with the branch’s consumer loan portfolio.
Identify customer needs and refer customers to partner teams serving small business, corporate and institutional partners, mortgage, and financial advisory services.
Engage customers and maintain a high level of client satisfaction by 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 engaging customers 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.
Travel occasionally for meetings, training, bank conversion and acquisition support, and to provide support at other banking institutions within the market.