Senior Relationship Banker- $1K Sign On Bonus

Simmons Bank•Marshfield, MO

About The Position

Simmons Bank is a regional community bank offering traditional banking services and technology-enabled financial solutions. The Senior Relationship Banker builds, expands, and retains customer relationships by assessing financial needs and recommending bank products and services that support customers’ current and future goals. The role promotes the bank’s offerings through daily customer interactions, outbound calls, business visits, networking events, and periodic workplace events, while working to meet or exceed individual and branch goals. Senior Relationship Bankers may assist with account servicing and maintenance, teller transactions, problem resolution, and other customer requests. They receive training on the bank’s products, services, needs-based conversations, and tools. Compared with other Relationship Banker levels, the Senior Relationship Banker has a higher revenue expectation and serves as a liaison for operational matters, using strong delegation skills. The role also supports and coaches branch associates, including consumer lending and customer-conversation skills, as applicable.

Requirements

High school diploma or GED.
Two years of customer-facing and goal-oriented experience.
Met or exceeded individual goals in at least three of the most recent four quarters.
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-oriented, fast-paced, evolving banking environment.
Ability to coach and lead branch associates according to processes and protocols.
Ability to use MS Office programs.
Ability to understand and use social media platforms to support brand awareness and gain market knowledge.
Must 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.

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, 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.
Solicit and facilitate consumer loan requests, maintain knowledge of loan policies and procedures, and support branch consumer loan portfolios; in the absence of an AFCM, coach staff to sell and handle consumer loan requests effectively.
Identify customer needs and refer customers to partner teams covering small business, corporate and institutional partners, mortgage, and financial advisory services.
Maintain customer satisfaction by engaging customers and providing an optimal customer experience.
Perform departmental activities and documentation in compliance with applicable laws, regulations, policies, and procedures, and complete required compliance training.
Process customer requests and transactions accurately and professionally while engaging customers in conversation to identify needs and recommend solutions.
Serve as a liaison for operational matters and delegate responsibilities effectively.
Coach and lead the branch team according to processes and protocols in the absence of an AFCM.
Conduct team kickoffs and meetings with guidance from branch leadership.
Serve as a branch subject matter expert on products and services.
Work with branch leadership to guide and reinforce training for junior associates.
Under the Financial Center Manager’s direction, coach transactional associates on conversation starters and improving referrals.
Perform other duties and responsibilities as assigned.