Senior Relationship Banker

Simmons Bank•Dallas, TX

About The Position

Simmons Bank is a regional community bank offering customers a broad range of financial capabilities and banking choices. 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 delivers an exceptional client experience and markets Simmons solutions through daily interactions, outbound calls, business visits, networking events, and periodic At Work events. Senior Relationship Bankers are expected to meet or exceed individual and branch goals, and have increased revenue expectations compared with Relationship Banker I and II positions. The Senior Relationship Banker may help with account servicing and maintenance, teller transactions, problem resolution, and other transactional needs. The role also serves as a liaison for operational items, delegates effectively, and, in the absence of an AFCM, coaches staff on selling and handling consumer loan requests. All Relationship Banker positions receive training on products, services, needs-based conversations, and tools required for the role.

Requirements

High school diploma or GED.
Two years of customer-facing and 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 situations.
Ability to work collaboratively in a team-centered, 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 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 guide and reinforce training for junior associates in partnership with branch leadership.
Ability to coach transactional associates toward conversation starters and improved referrals under the Financial Center Manager’s direction.
Register with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment.
Computer skills, including proficiency with MS Office programs.
Ability to 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.

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 communicate needs-based solutions and recommendations.
Open and close accounts, help customers select appropriate accounts, research customer accounts, and comply with BSA and CIP requirements.
Solicit 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 partners in small business, corporate and institutional banking, mortgage, and financial advisory services.
Engage customers and maintain a high level of client satisfaction by providing an optimal customer experience.
Ensure departmental documents and activities comply with applicable laws, regulations, policies, and procedures, including completing required compliance training.
Process customer requests and transactions accurately and professionally while identifying needs and recommending solutions.
Serve as a liaison for operational items 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 direction of the Financial Center Manager, coach transactional associates on conversation starters and improving referrals.
Perform other duties and responsibilities as assigned.