Senior Relationship Banker

Simmons Bank•Oklahoma City, OK

21h

About The Position

As a Senior Relationship Banker at Simmons Bank, you will build, expand, and retain client relationships while delivering an exceptional customer experience. You will assess clients’ financial needs and recommend bank products and services to help them meet current and future financial goals. The role involves marketing Simmons Bank solutions through daily customer interactions, outbound calls, business visits, networking events, and periodic workplace events, while meeting or exceeding individual and branch goals. You may also assist with account servicing, teller transactions, problem resolution, and other customer requests. Senior Relationship Bankers have increased revenue expectations and serve as liaisons for operational matters, using strong delegation skills. The role includes recommending the bank’s full range of resources, opening and closing accounts, facilitating consumer loan requests, and referring customers to business, mortgage, and financial advisory partners. Senior Relationship Bankers may coach branch staff on consumer loan requests and lead the branch team in the absence of an Assistant Financial Center Manager. The position requires compliance with applicable laws, regulations, policies, and procedures, as well as required compliance training. Occasional travel may be needed for meetings, training, bank conversions, acquisition support, or to support other banking institutions in the market.

Requirements

High school diploma or GED.
Two years of customer-facing, 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 settings with customers, clients, and employees.
Ability to work collaboratively in a team-oriented, fast-paced banking environment.
Ability to coach and lead a branch team according to process and protocol in the absence of an Assistant Financial Center Manager.
Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
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 conversions, and acquisition support, including sporadic 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 customer accounts, and comply with BSA and CIP requirements.
Solicit and facilitate consumer loan requests, maintain knowledge of loan policies and procedures, and assist with branch consumer loan portfolios.
In the absence of an Assistant Financial Center Manager, coach staff to effectively sell and handle consumer loan requests.
Identify customer needs and refer customers to teams supporting small business, corporate and institutional partners, mortgage, and financial advisory services.
Maintain client satisfaction by engaging customers and ensuring 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 to identify needs and recommend solutions.
Coach and lead the branch team according to process and protocol in the absence of an Assistant Financial Center Manager.
Conduct team kickoffs and meetings with guidance from branch leadership.
Serve as a branch subject matter expert on products and services and 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.
Provide occasional support and guidance at other banking institutions within the market.
Perform other duties and responsibilities as assigned.