Senior Relationship Banker

Simmons Bank•Springfield, MO

19d

About The Position

The Senior Relationship Banker builds, expands, and retains client relationships while delivering an exceptional customer experience. The role assesses customers’ financial needs and recommends bank products and services to help them meet current and future goals. Bank solutions are marketed through daily customer interactions, outbound calls, business visits, networking events, and periodic “At Work” events. The position is expected to meet or exceed individual and branch goals and may assist with account servicing, teller transactions, problem resolution, and other customer transactions. Senior Relationship Bankers receive training on bank products, services, needs-based conversations, and role-related tools. Compared with lower Relationship Banker levels, the Senior Relationship Banker has increased revenue expectations and serves as a liaison for operational matters, using strong delegation skills. The role also supports consumer lending and branch staff coaching in the absence of an AFCM, and helps guide and train junior associates under branch leadership.

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.
Ability to work collaboratively in a team-centered, fast-paced banking environment.
Ability to coach and lead branch team members in accordance with processes and protocols.
Must register with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment.
Computer skills, including use of Microsoft Office programs.
Ability to understand and use social media platforms to support brand awareness and obtain market knowledge.
Ability to travel occasionally for meetings, training, bank conversion, 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

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 that support needs-based recommendations.
Open and close accounts, help customers select appropriate accounts, research accounts, and comply with BSA and CIP requirements.
Solicit consumer loan requests, maintain knowledge of loan policies and procedures, and assist with 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 small-business, corporate and institutional, mortgage, and financial-advisor partners.
Maintain customer satisfaction and provide an optimal customer experience.
Perform departmental duties and documentation in compliance with applicable laws, regulations, policies, and procedures, including required compliance training.
Process customer requests and transactions accurately and professionally, using genuine conversation to identify needs and recommend solutions.
Serve as a liaison for operational matters and delegate appropriately.
Coach and lead the branch team according to process and protocol 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 assigned duties and responsibilities.