Relationship Banker I
Simmons Bank · Edmond, OK · 1 mo ago
FinanceFull-time
About the role
We are a dynamic regional community bank dedicated to bringing passion and customer focus to our customers. Our commitment is to empower our associates to be trusted advisors while providing them with the resources of a traditional bank supported by cutting-edge technology.
Responsibilities
- Build, expand, and retain existing client relationships
- Provide expert financial solutions to existing and prospective clients
- Market Simmons solutions to our existing customer base and prospects through various channels
- Achieve and/or exceed individual and branch goals
- Assist clients with account service and maintenance requests
- Engage in a genuine conversation to help identify needs and recommend solutions
- Open and close accounts, perform research, and comply with BSA and CIP requirements
- Facilitate consumer loan requests and maintain knowledge of loan policies and procedures
- Uncover needs and refer customers to partner-centric teams
- Maintain a high level of client satisfaction
- Engage in a genuine conversation to help identify needs and recommend solutions
- Process customer requests and transactions in a positive, accurate, and professional manner
Requirements
- HS Diploma/GED
- One year customer-facing and goal-oriented experience
- Ability to effectively motivate and present information in one-on-one and small group situations
- Team-centric approach to helping customers in an ever-evolving and fast-paced banking environment
Qualifications
- Ability to embrace a team-centric approach
- Effective communication skills
- Knowledge of bank products and services
- Compliance with relevant laws, regulations, and policies
- MS Office proficiency
- Understanding and utilization of social media platforms
Skills
- Ability to motivate and present information in one-on-one and small group situations
- Customer service skills
- Knowledge of loan policies and procedures
- Ability to engage in a genuine conversation to help identify needs and recommend solutions
Benefits
Not specified
Pay
Not specified
Schedule
Not specified
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