Senior Relationship Banker

Simmons Bank • Cleveland, TN

1d

About The Position

The Senior Relationship Banker builds, expands, and retains client relationships while delivering an exceptional customer experience. The role assesses customer needs and recommends banking products and services to support current and future financial goals. Senior Relationship Bankers market Simmons solutions through daily customer 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, teller transactions, problem resolution, and other customer transactions. The Senior Relationship Banker serves as a liaison for operational matters and uses strong delegation skills.

The role includes sharing the bank’s full range of resources, opening and closing accounts, facilitating consumer loan requests, identifying customer needs for referral to partner teams, and maintaining customer satisfaction. The Senior Relationship Banker also supports branch operations and staff coaching, including coaching the branch team in the absence of an AFCM. All duties must be completed in compliance with applicable laws, regulations, policies, and procedures.

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 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 and support training for junior associates.
• Ability to coach transactional associates toward conversation starters and improved referrals.
• Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
• MS Office skills.
• 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

• Share and recommend the bank’s full scope 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.
• 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 serving small business, corporate and institutional partners, and mortgage and financial advisory services.
• Maintain customer satisfaction by engaging customers and providing an optimal 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, using genuine conversation to identify needs and recommend 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 team kickoffs and meetings with guidance from branch leadership.
• Act 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 improving referrals.
• Perform other assigned duties and responsibilities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED