Senior Relationship Banker - Southern Dallas, TX

Simmons Bank•Dallas, TX

About The Position

The Senior Relationship Banker builds, expands, and retains client relationships while providing an exceptional customer experience. The role assesses customers’ financial needs and recommends bank products and services to help them meet current and future financial goals. Relationship-building and marketing activities include daily 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, help with account servicing and maintenance, teller transactions, problem resolution, and other customer transactions, and represent Simmons Bank professionally as an ambassador. The position receives training on products, services, needs-based conversations, and other role-related tools. Senior Relationship Bankers have increased revenue expectations and serve as a liaison for operational matters, using strong delegation skills.

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 settings.
Ability to embrace a team-centric approach in a fast-paced and 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 toward conversation starters and improved referrals under the direction of the Financial Center Manager.
Registration with the National Mortgage Licensing System and Registry (NMLS), and/or ability to obtain an NMLS license after employment.
Computer skills, including use of MS 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, 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 recommendations.
Open and close accounts, help customers select appropriate accounts, research customer accounts, and comply with BSA and CIP requirements.
Facilitate 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 partners, mortgage professionals, and financial advisors.
Maintain client satisfaction by engaging customers and providing an optimal customer experience.
Complete departmental documents and activities 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.
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 improving referrals.
Perform other assigned duties and responsibilities.