Senior Relationship Banker (Spanish Preferred)

SIMON•Dallas, TX

2d•Onsite

About The Position

Simmons Bank is seeking a Senior Relationship Banker to build, expand, and retain client relationships while providing an exceptional client experience. This role involves offering expert financial solutions by assessing client needs and recommending appropriate bank products and services. The Senior Relationship Banker will actively market Simmons solutions through daily interactions, outbound calling, business visits, networking, and 'At Work' events, aiming to meet and exceed individual and branch goals. Responsibilities also include assisting clients with account services, teller transactions, and problem resolution, acting as a professional and positive ambassador for Simmons Bank. All Relationship Bankers receive comprehensive training. This position is goaled with increased revenue expectations compared to RB I and RB II, and the Senior 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 situations, to customers, clients, and other employees in the organization.
Embrace a team-centric approach to collectively help customers in an ever-evolving and fast-paced banking environment.
Met or exceeded individual goals for the most recent 3 of 4 quarters.
Assume the role of SME (Subject Matter Expert) in branch as related to all product and services offerings.
Under the direction of Financial Center Manager, coach transactional associates toward conversation starters and improved referrals.
MS Office programs
Understand and utilize social media platforms to help share brand awareness and obtain market knowledge.
This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or Obtain an NMLS license after employment.

Nice To Haves

Spanish fluency preferred.
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.
Work jointly with branch leadership in guiding and reinforcing training with all junior associates.

Responsibilities

Share and recommend the bank's full scope of resources with customers, including traditional in-branch services, digital capabilities, and business partner resources.
Ensure individual goals are met through required levels of in-person and outbound calling activities that provide opportunities to share valued solutions and recommendations via a needs-based philosophy.
Perform all functions related to opening and closing accounts, including assisting customers with appropriate account selection, performing account research, 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 (applies only to Sr RB in the absence of an AFCM) to sell and handle consumer loan requests effectively.
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 customers and ensuring an optimal customer experience.
Ensure all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures, including completion of required compliance training.
Process customer requests and transactions in a positive, accurate, and professional manner while engaging in genuine conversation to identify needs and recommend solutions.
Perform other duties and responsibilities as assigned.