Senior Relationship Banker

Simmons Bank•Little Rock, AR

12d

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 meet current and future goals. Relationship-building takes place through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events. The banker is expected to meet or exceed individual and branch goals, and may help with account servicing, teller transactions, problem resolution, and other customer transactions. The Senior Relationship Banker shares the bank’s traditional, digital, and business-partner resources; supports account opening and closing; facilitates consumer loan requests; identifies referral opportunities; and ensures customer requests are handled accurately and professionally. The position also serves as a liaison for operational matters and takes on coaching, subject-matter-expert, and team-support responsibilities, including supporting staff with consumer loan requests in the absence of an AFCM. The role requires compliance with applicable laws, regulations, policies, and procedures.

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 situations.
Ability to work collaboratively and take a team-centric approach in a fast-paced, evolving banking environment.
Ability to coach and lead branch staff according to established processes and protocols.
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 use social media platforms to support 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.

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, using needs-based conversations to offer solutions.
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 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 by engaging customers and providing an optimal 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 engaging customers to identify needs and recommend 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 the branch subject-matter expert for 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.
Perform other duties and responsibilities as assigned.