Senior Relationship Banker

Simmons Bank•Oklahoma City, OK

About The Position

The Senior Relationship Banker builds, expands, and retains client relationships while providing an exceptional customer experience. The role assesses customers’ financial needs and recommends bank products and services to help them achieve current and future financial goals. Relationship development occurs through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events. The Senior Relationship Banker is expected to meet or exceed individual and branch goals and may assist with account servicing, teller transactions, problem resolution, and other customer transactions. The role also serves as a liaison for operational matters and uses strong delegation skills. The position includes training on bank products and services, needs-based conversations, and tools required for the role. Senior Relationship Bankers have increased revenue expectations compared with Relationship Banker I and II positions. They may coach branch staff on consumer loan requests in the absence of an AFCM and provide operational and team support. The role requires a high school diploma or GED, two years of customer-facing and goal-oriented experience, and registration with the National Mortgage Licensing System and Registry (NMLS) or the ability to obtain an NMLS license after employment. Occasional, sporadic travel may be required for meetings, training, bank conversion, acquisition support, or support at other banking institutions in the market; overnight or out-of-town travel is minimal.

Requirements

High school diploma or GED.
Two years of customer-facing and goal-oriented experience.
Register with the National Mortgage Licensing System and Registry (NMLS) or obtain an NMLS license after employment.
Ability to motivate others 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 a branch team according to established processes and protocols.
Met or exceeded individual goals in at least three of the most recent four quarters.
Ability to conduct team kickoffs and meetings with guidance from branch leadership.
Ability to serve as a subject matter expert on branch products and services.
Ability to work with branch leadership to reinforce training for junior associates.
Ability to coach transactional associates on customer conversations and referrals under the Financial Center Manager’s direction.
Computer skills, including use of Microsoft Office programs.
Ability to understand and use social media platforms to share brand awareness and obtain market knowledge.
Ability to travel occasionally for meetings, training, bank conversion and acquisition support, and to provide support at other banking institutions in 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.
Open and close accounts, assist customers in selecting 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.
In the absence of an AFCM, coach staff to sell and handle consumer loan requests effectively.
Identify customer needs and refer customers to partners in small business, corporate and institutional banking, mortgage, and financial advisory services.
Maintain customer satisfaction by engaging customers and providing an optimal experience.
Perform departmental activities and documentation in compliance with applicable laws, regulations, policies, and procedures, including completing required compliance training.
Process customer requests and transactions accurately and professionally while engaging customers to identify needs and recommend solutions.
Serve as a liaison for operational items and delegate responsibilities effectively.
Coach and lead the branch team according to established 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 direction of the Financial Center Manager, coach transactional associates on conversation starters and improving referrals.
Travel occasionally for meetings, training, bank conversion and acquisition support, or to support other banking institutions in the market.