Senior Relationship Banker

Simmons Bank•Madill, OK

13d

About The Position

The Senior Relationship Banker builds, expands, and retains client relationships while delivering an exceptional customer experience. The role assesses customers’ financial needs and recommends bank products and services to help them achieve current and future financial goals. Bank solutions are marketed to existing customers and prospects through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events. The position is expected to meet or exceed individual and branch goals and may assist with account servicing, teller transactions, problem resolution, and other customer transactions. The Senior Relationship Banker receives training on bank products, services, needs-based conversations, and tools, and has increased revenue expectations compared with Relationship Banker I and II positions. The Senior Relationship Banker also serves as a liaison for operational matters and uses strong delegation skills. The role supports branch operations and team development, including coaching and guidance in the absence of an Assistant Financial Center Manager (AFCM).

Requirements

High school diploma or GED.
At least 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 with customers, clients, and employees.
Ability to work collaboratively in a team-centered, fast-paced, evolving banking environment.
Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
Ability to use Microsoft 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 conversion, 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 that support needs-based recommendations.
Open and close accounts, help customers select appropriate accounts, research customer accounts, and comply with BSA and CIP requirements.
Facilitate consumer loan requests by soliciting requests, maintaining knowledge of loan policies and procedures, and assisting 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 advisory partners.
Maintain client satisfaction by engaging customers and delivering 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.
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 regular team kickoffs and meetings with guidance from branch leadership.
Serve as the 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 improved referrals.
Perform other duties and responsibilities as assigned.