Relationship Banker I

Simmons Bank•Martin, TN

About The Position

Simmons Bank is a regional community bank that provides customers with a range of financial capabilities, traditional banking services, and digital resources. The Relationship Banker builds, expands, and retains client relationships by understanding customer needs and recommending bank products and services that support current and future financial goals. The role markets Simmons solutions through daily interactions, outbound calls, business visits, networking events, and periodic At Work events, and is accountable for meeting or exceeding individual and branch goals. Relationship Bankers receive training on the required products, services, needs-based conversations, and tools. They may also help customers with account servicing and maintenance, teller transactions, problem resolution, and other transactional needs. The position is expected to deliver a professional, positive customer experience and represent Simmons Bank as an ambassador.

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.
Ability to work as part of a team in a 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.
Computer skills, including use of MS Office programs.
Ability to 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 or out-of-town travel.

Responsibilities

Recommend the bank’s full range of resources to customers, including in-branch services, digital capabilities, and business partner resources.
Meet individual goals through required in-person and outbound calling activities that provide opportunities to offer 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 make referrals to partner teams serving small business, corporate and institutional partners, mortgage customers, and financial advisory clients.
Maintain customer 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 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.