Senior Relationship Banker - Southern Dallas, TX

Simmons Bank•Dallas, TX

3d•Onsite

About The Position

Simmons Bank is seeking a Senior Relationship Banker to join their team. This role is responsible for building, expanding, and retaining client relationships while providing an exceptional client experience. The Senior Relationship Banker will offer expert financial solutions by assessing client needs and recommending appropriate bank products and services. They will actively market Simmons' offerings through various channels including daily interactions, outbound calling, business visits, networking, and 'At Work' events. The position is expected to meet and exceed individual and branch goals. Additionally, they will assist with account services, teller transactions, and problem resolution, acting as a professional ambassador for Simmons Bank. All Relationship Bankers receive comprehensive training. The Senior Relationship Banker role has increased revenue expectations compared to RB I and RB II and will also serve as a liaison for operational matters with strong delegation skills.

Requirements

HS Diploma/GED
Two years customer-facing and goal-oriented experience
Registration with the National Mortgage Licensing System and Registry (NMLS) and/or Obtain an NMLS license after employment.
MS Office programs
Understand and utilize social media platforms to help share brand awareness and obtain market knowledge

Nice To Haves

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 our customers in an ever evolving and fast paced banking environment
Met or exceeded individual goals for the most recent 3 of 4 quarters
Regularly conduct team kickoff and meetings with guidance of branch leadership

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.
Perform all functions related to opening and closing accounts, including assisting customers with 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 customer needs and refer them to partner-centric teams such as 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 accurately and professionally, engaging in genuine conversations to identify needs and recommend solutions.
Perform other duties and responsibilities as assigned.
Serve as a liaison for operational items with strong delegation skills.
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 regarding all product and service 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.