Senior Relationship Banker

Simmons Bank•Wichita, KS

10d

About The Position

The Senior Relationship Banker builds, expands, and retains client relationships while providing an exceptional customer experience. The role assesses clients’ financial needs and recommends bank products and services to support their current and future goals. Relationship development takes place through daily interactions, outbound calls, business visits, networking events, and periodic ‘At Work’ events. The Senior Relationship Banker 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 position also serves as a liaison for operational matters and uses strong delegation skills. The role shares the bank’s full range of resources, including in-branch services, digital capabilities, and business partner resources. It supports account opening and closing, consumer loan requests, referrals to business and financial partners, and customer satisfaction. The Senior Relationship Banker may coach branch staff on consumer loan requests in the absence of an AFCM and helps guide and train junior associates. The position requires compliance with applicable laws, regulations, policies, and procedures, including BSA and CIP requirements and completion of required compliance training.

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.
Ability to work collaboratively in a team-centered, 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 conduct team kickoffs and meetings with guidance from branch leadership.
Ability to serve as a subject matter expert on branch products and services.
Ability to guide and reinforce training with junior associates in partnership with branch leadership.
Ability to coach transactional associates on conversation starters and referrals under the direction of the Financial Center Manager.
Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
Computer skills, including use of MS 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 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 that identify customer needs and provide recommendations.
Open and close accounts, help customers select accounts, research customer accounts, and comply with BSA and CIP requirements.
Facilitate 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 small business, corporate and institutional partners, mortgage advisors, and financial advisors.
Maintain client satisfaction by engaging customers and providing an optimal customer experience.
Ensure departmental documents and activities comply with applicable laws, regulations, policies, and procedures, and complete required compliance training.
Process customer requests and transactions accurately and professionally while engaging customers in genuine conversations 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 team kickoffs and meetings with guidance from branch leadership.
Serve as a subject matter expert on branch 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 improving referrals.
Provide support and guidance at other banking institutions within the market as needed.