Senior Relationship Banker (Spanish Preferred)

Simmons Bank • Dallas, TX

15h • Onsite

About The Position

Simmons Bank is seeking a Senior Relationship Banker to build, expand, and retain client relationships while providing an exceptional client experience. This role involves offering expert financial solutions by assessing client needs and recommending appropriate bank products and services. The Senior Relationship Banker will actively market Simmons solutions through daily interactions, outbound calling, business visits, networking, and 'At Work' events, aiming to meet and exceed individual and branch goals. They will also assist with account services, teller transactions, and problem resolution, acting as a professional and positive ambassador for Simmons Bank. All Relationship Bankers receive comprehensive training, with increasing revenue expectations for higher-level positions. The Senior Relationship Banker will also serve as a liaison for operational matters and possess strong delegation skills.

Requirements

• HS Diploma/GED
• Two years customer-facing and goal-oriented experience
• Ability to effectively motivate and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
• Embrace a team-centric approach to collectively help customers in an ever-evolving and fast-paced banking environment.
• Met or exceeded individual goals for the most recent 3 of 4 quarters.
• Understand and utilize social media platforms to help share brand awareness and obtain market knowledge.
• This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or Obtain an NMLS license after employment.

Nice To Haves

• Fluent in Spanish

Responsibilities

• Share and recommend the bank's full scope of resources with customers, including traditional in-branch services, digital capabilities, and business partner resources.
• Ensure individual goals are met through required levels of in-person and outbound calling activities, utilizing a needs-based philosophy to share valued solutions and recommendations.
• Perform all functions related to opening and closing accounts, including assisting customers with appropriate account selection, performing account research, and complying with BSA and CIP requirements.
• Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)’ consumer loan portfolio(s); coach staff (applies only to Sr RB in the absence of an AFCM) to sell and handle consumer loan requests effectively.
• Uncover needs and refer customers to a partner-centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors.
• Maintain a high level of client satisfaction by engaging customers and ensuring an optimal customer experience.
• Ensure all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures, including completion of required compliance training.
• Process customer requests and transactions in a positive, accurate, and professional manner while engaging in genuine conversation to identify needs and recommend solutions.
• Perform other duties and responsibilities as assigned.
• Coach and lead the branch team according to process and protocol in the absence of an AFCM.
• Assume the role of SME (Subject Matter Expert) in the branch as related to all product and services offerings.
• Work jointly with branch leadership in guiding and reinforcing training with all junior associates.
• Under the direction of the Financial Center Manager, coach transactional associates toward conversation starters and improved referrals.

Benefits

• Full financial capabilities to meet unique needs of customers
• Resources of a traditional bank supported by cutting edge technology
• Training on all requisite products, services, needs-based conversations, and other tools necessary to perform the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED