Senior Relationship Banker

Simmons Bank•Memphis, TN

21d

About The Position

The Senior Relationship Banker builds, expands, and retains client relationships while providing an exceptional customer experience. The role assesses customer financial needs and recommends bank products and services to support current and future financial goals. Bankers market Simmons Bank solutions through daily interactions, outbound calls, business visits, networking events, and periodic At Work events, and are expected to meet or exceed individual and branch goals. The position may also support account servicing, maintenance, teller transactions, problem resolution, and other customer transactions. The Senior Relationship Banker additionally serves as a liaison for operational matters and uses strong delegation skills. The role recommends the bank’s full range of resources, including in-branch services, digital capabilities, and business partner resources. It supports account opening and closing, consumer loan requests, customer referrals to specialized partners, compliance, and customer satisfaction. The Senior Relationship Banker may coach branch staff on consumer lending in the absence of an AFCM, lead the branch team according to established processes, and help train junior associates.

Requirements

High school diploma or GED.
Two years of customer-facing and goal-oriented experience.
Met or exceeded individual goals for the most recent three of 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 with a team-centric approach in a fast-paced, evolving banking environment.
Ability to coach and lead the branch team according to process and protocol in the absence of an AFCM.
Ability to regularly conduct team kickoffs and meetings with guidance from branch leadership.
Ability to serve as a subject matter expert on branch products and services and support training of junior associates.
Ability to coach transactional associates on conversation starters and referrals under the Financial Center Manager’s direction.
Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
Computer skills, including use of MS 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, 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 and needs-based recommendations.
Open and close accounts, assist customers in selecting 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 AFCM, coach branch 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.
Complete departmental documents and activities 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.
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, and work with branch leadership to guide and reinforce training for junior associates.
Coach transactional associates, under the Financial Center Manager’s direction, on conversation starters and improved referrals.
Serve as a liaison for operational matters and delegate effectively.
Perform other assigned duties and responsibilities.