Senior Relationship Banker

Simmons Bank•Kingston, TN

17h

About The Position

Simmons Bank is a regional community bank offering traditional banking services and technology-enabled financial solutions. The Senior Relationship Banker builds, expands, and retains client relationships, provides an exceptional client experience, and recommends financial products and services based on clients’ needs and goals. The role markets bank solutions to existing customers and prospective clients through in-person interactions, outbound calls, business visits, networking, and workplace events, and is expected to achieve or exceed individual and branch goals. The Senior Relationship Banker may assist with account servicing, teller transactions, problem resolution, and other transactional needs. The role also serves as a liaison for operational matters and uses strong delegation skills. The banker facilitates consumer loan requests and, in the absence of an AFCM, coaches branch staff in handling and selling consumer loan requests. 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.
Ability to work with a team to serve customers in a fast-paced, evolving 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 serve as a subject matter expert on products and services and support training for junior associates.
Ability to coach transactional associates on customer conversations and referrals under the Financial Center Manager’s direction.
Registration with the National Mortgage Licensing System and Registry (NMLS), or ability to obtain an NMLS license after employment.
Computer skills, including use of Microsoft 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 conversion, and acquisition support, including sporadic 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 that identify opportunities to provide needs-based solutions.
Open and close accounts, assist customers with account selection, 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 small business, corporate and institutional, mortgage, and financial advisory partners.
Maintain client satisfaction by engaging customers and supporting an optimal customer experience.
Perform departmental activities and documentation in compliance with applicable laws, regulations, policies, and procedures, including required compliance training.
Process customer requests and transactions accurately and professionally while identifying needs and recommending solutions.
Serve as a liaison for operational matters and delegate work 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 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.
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.