Senior Relationship Banker

Simmons Bank•Madill, OK

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 that support their current and future financial goals. Senior Relationship Bankers market Simmons Bank solutions through 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 requests. The Senior Relationship Banker has a higher revenue expectation than Relationship Banker I and II and serves as a liaison for operational matters, using strong delegation skills. The role shares the bank’s full range of resources, including in-branch services, digital capabilities, and business partner resources. It includes opening and closing accounts, facilitating consumer loan requests, identifying referral opportunities, and maintaining customer satisfaction. The Senior Relationship Banker also supports branch staff by coaching and guiding team members, serving as a subject matter expert on products and services, and reinforcing training. The position requires 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 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 conduct team kickoffs and meetings with guidance from branch leadership.
Ability to serve as a subject matter expert on product and service offerings 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), and/or ability to obtain an NMLS license after employment.
Computer skills with MS Office programs.
Ability to understand and use social media platforms to share brand awareness and obtain market knowledge.
Ability to travel occasionally, with sporadic and minimal overnight and/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 provide opportunities to offer needs-based recommendations.
Open and close accounts, help customers select appropriate accounts, research 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, mortgage, and financial advisory services.
Maintain customer satisfaction by engaging customers and delivering an optimal customer experience.
Process customer requests and transactions accurately, positively, and professionally while identifying needs and recommending solutions.
Ensure departmental documents and activities comply with applicable laws, regulations, policies, and procedures, and complete required compliance training.
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 for product and service offerings and work with branch leadership to guide and reinforce training for junior associates.
Coach transactional associates, under the direction of the Financial Center Manager, on conversation starters and improving referrals.
Serve as a liaison for operational matters and delegate effectively.
Travel occasionally for meetings, training, bank conversion, and acquisition support, and provide support and guidance at other banking institutions within the market.
Perform other duties and responsibilities as assigned.