Senior Relationship Banker

Simmons Bank•Frisco, TX

1d•Onsite

About The Position

Simmons Bank is a dynamic regional community bank committed to empowering its associates to be trusted advisors and providing them with resources and cutting-edge technology. The bank is passionate about guiding customers through financial life stages and offers choices on how they wish to bank. As a Relationship Banker (RB), the role involves building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers offer expert financial solutions by assessing needs and providing bank products and services to help clients achieve financial goals. They market Simmons solutions to existing customers and prospects through daily interactions, outbound calling, business visits, networking, and 'At Work' events. Relationship Bankers are expected to meet or exceed individual and branch goals and may assist clients with account service, maintenance, teller transactions, and problem resolution. They are expected to be professional and positive Simmons Ambassadors. All Relationship Banker positions receive training on products, services, and needs-based conversations. The positions are goaled with increasing revenue expectations from RB I to RB II to Sr RB. The Sr RB will also serve as a liaison for operational items with strong delegation skills.

Requirements

HS Diploma/GED
Two years customer-facing and goal-oriented experience
Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization
Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment
Met or exceeded individual goals for the most recent 3 of 4 quarters
Regularly conduct team kickoff and meetings with guidance of branch leadership
Assume the role of SME (Subject Matter Expert) in branch as related to all product and services offerings
Work jointly with branch leadership in guiding and reinforcing training with all junior associates
Under the direction of Financial Center Manager, coach transactional associates toward conversation starters and improved referrals
Registration with the National Mortgage Licensing System and Registry (NMLS) and/or Obtain an NMLS license after employment
Proficiency in MS Office programs
Understand and utilize social media platforms to help share brand awareness and obtain market knowledge

Responsibilities

Share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources
Ensure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophy
Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements
Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)’ consumer loan portfolio(s); coach staff(s) (applies only to Sr RB in the absence of an AFCM) to sell and handle consumer loan requests in an effective manner
Uncover needs and refer customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors
Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training
Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions
Performs other duties and responsibilities as assigned
Effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization
Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment
Coach and lead the branch team according to process and protocol in the absence of an AFCM
Regularly conduct team kickoff and meetings with guidance of branch leadership
Assume the role of SME (Subject Matter Expert) in branch as related to all product and services offerings
Work jointly with branch leadership in guiding and reinforcing training with all junior associates
Under the direction of Financial Center Manager, coach transactional associates toward conversation starters and improved referrals