Senior Relationship Banker

Simmons Bank•Little Rock, AR

18d

About The Position

The Senior Relationship Banker builds, expands, and retains client relationships while delivering an exceptional customer experience. The role assesses clients’ financial needs and recommends bank products and services to help meet their current and future goals. Senior Relationship Bankers market Simmons Bank solutions through daily interactions, outbound calls, business visits, networking events, and periodic “At Work” events, and are expected to meet or exceed individual and branch goals. They may also assist with account servicing and maintenance, teller transactions, problem resolution, and other transactional needs. The senior role carries increased revenue expectations and serves as a liaison for operational matters, using strong delegation skills. The Senior Relationship Banker shares the bank’s full range of resources, including in-branch services, digital capabilities, and business partner resources. The role includes opening and closing accounts, supporting consumer loan requests, identifying referral opportunities, maintaining compliance, and providing branch-team coaching and guidance. The position requires occasional travel for meetings, training, bank conversions, and acquisition support, as well as the ability to support other banking institutions in the market.

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 settings with customers, clients, and employees.
Ability to work collaboratively in a team-centric, evolving, fast-paced banking environment.
Ability to coach and lead branch team members according to process and protocol in the absence of an AFCM.
Ability to regularly conduct team kickoffs and meetings with guidance from branch leadership.
Ability to act as a subject matter expert on branch products and services and support training for junior associates.
Ability to coach transactional associates on conversation starters and referrals under the Financial Center Manager’s direction.
Proficiency with MS Office programs.
Ability to understand and use social media platforms to support brand awareness and obtain market knowledge.
Must register with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment.
Ability to travel occasionally for meetings, training, bank conversions, 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

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, using a needs-based approach to offer 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 teams supporting small business, corporate and institutional partners, mortgages, and financial advisors.
Maintain customer satisfaction by engaging clients and 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 engaging customers to identify needs and recommend solutions.
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, and 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.
Provide occasional support at other banking institutions within the market and travel for meetings, training, bank conversion, and acquisition support.
Perform other duties and responsibilities as assigned.