Senior Relationship Banker

Simmons Bank•Springfield, MO

19d

About The Position

The Senior Relationship Banker builds, expands, and retains client relationships while delivering an exceptional customer experience. The role assesses financial needs and recommends bank products and services to help existing and prospective clients meet current and future financial goals. Relationship-building and marketing activities 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, assist with account servicing, teller transactions, problem resolution, and other customer transactions, and represent Simmons Bank professionally. The role carries a higher revenue expectation than Relationship Banker I and II and serves as a liaison for operational matters, using strong delegation skills. The Senior Relationship Banker shares the bank’s traditional, digital, and partner resources; opens and closes accounts; facilitates consumer loan requests; identifies customer needs and refers them to appropriate partner teams; and helps maintain customer satisfaction. The position also supports branch staff through coaching and guidance, including taking a leadership role in the absence of an Assistant Financial Center Manager (AFCM). Work must comply with applicable laws, regulations, policies, and procedures, including BSA and CIP requirements and required compliance training. Occasional travel may be required for meetings, training, bank conversions, and acquisition support, with minimal sporadic overnight or out-of-town travel.

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 with customers, clients, and employees.
Ability to work collaboratively in a team-centered, fast-paced banking environment.
Ability to coach and lead branch staff according to process and protocol in the absence of an AFCM.
Ability to conduct regular 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 of junior associates.
Ability to coach transactional associates toward conversation starters and improved referrals under the direction of the Financial Center Manager.
MS Office skills.
Ability to understand and use social media platforms to support brand awareness and 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

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 support needs-based customer conversations 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 partner teams supporting small business, corporate and institutional partners, mortgage, and financial advisory services.
Engage customers and maintain a high level of client satisfaction by providing an optimal customer experience.
Perform departmental activities and documentation in compliance with applicable laws, regulations, policies, and procedures, and complete required compliance training.
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 regular 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 Financial Center Manager’s direction, coach transactional associates on conversation starters and improving referrals.
Provide support and guidance at other banking institutions within the market.
Perform other duties and responsibilities as assigned.