Senior Relationship Banker

Simmons Bank•Willow Springs, MO

About The Position

Simmons Bank is a regional community bank offering a range of financial services and technology to meet customers’ needs. The Senior Relationship Banker builds, expands, and retains client relationships by assessing financial needs and recommending bank products and services that support customers’ financial goals. The role promotes Simmons solutions through daily customer interactions, outbound calls, business visits, networking events, and periodic “At Work” events, while working to meet or exceed individual and branch goals. The Senior Relationship Banker may assist customers with account maintenance, teller transactions, problem resolution, and other service needs. In addition to the responsibilities shared across Relationship Banker roles, 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-loan activities when the AFCM is absent. The position requires an HS 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 travel for meetings, training, bank conversions, and acquisition support is required; overnight or out-of-town travel is sporadic and minimal.

Requirements

HS Diploma or GED.
Two years of customer-facing and goal-oriented experience.
Register with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment.
Ability to motivate and present information effectively in one-on-one and small-group settings.
Ability to work collaboratively in a team-centric, evolving, fast-paced banking environment.
Ability to coach and lead branch associates according to established processes and protocols.
Met or exceeded individual goals in the most recent three of four quarters.
Ability to use MS Office programs.
Ability to understand and use social media platforms to support brand awareness and market knowledge.
Ability to travel occasionally for meetings, training, bank conversion, and acquisition support; overnight and out-of-town travel is sporadic and minimal.

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 that support needs-based recommendations.
Open and close accounts, help customers select appropriate accounts, research customer accounts, and comply with BSA and CIP requirements.
Facilitate 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 partners, mortgage advisors, and financial advisors.
Maintain client satisfaction by engaging customers and providing an optimal customer experience.
Perform departmental activities and documentation in compliance with applicable laws, regulations, policies, and procedures, including required compliance training.
Process customer requests and transactions accurately and professionally while identifying needs and recommending solutions.
Serve as a liaison for operational matters and delegate effectively.
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 duties and responsibilities as assigned.