Senior Relationship Banker

Simmons Bank•Wichita, KS

About The Position

The Senior Relationship Banker builds, expands, and retains client relationships while delivering an exceptional customer experience. The role identifies clients’ financial needs and recommends bank products and services to support their current and future goals. Relationship-building and outreach include daily customer 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 requests. The position also serves as a liaison for operational matters and uses strong delegation skills. The Senior Relationship Banker recommends the bank’s full range of resources, including branch services, digital capabilities, and business-partner resources. The role opens and closes accounts, supports consumer loan requests, refers customers to partner teams, and helps maintain a high level of client satisfaction. It also supports and coaches branch colleagues in the absence of an Assistant Financial Center Manager, reinforces training, and assists transactional associates with customer conversations and referrals. All work must comply 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 in 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 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 of junior associates.
Proficiency with MS Office programs.
Ability to understand and use social media platforms to share brand awareness and obtain market knowledge.
Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
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 using a needs-based approach.
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 businesses, corporate and institutional partners, mortgages, and financial advising.
Engage customers and maintain high client satisfaction by supporting an optimal customer experience.
Process customer requests and transactions accurately and professionally while identifying needs and recommending 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.
Serve as a liaison for operational matters and delegate effectively.
Perform other duties and responsibilities as assigned.