Relationship Banker I

About the role

As a Relationship Banker (RB) at Simmons Bank, you will build, expand, and retain client relationships while delivering an exceptional experience. You’ll provide expert financial solutions by assessing needs and offering bank products and services to help clients achieve their financial goals. Relationship Bankers market Simmons solutions through daily interactions, outbound calls, business visits, networking events, and periodic ‘At Work’ events. You’ll achieve and exceed individual and branch goals while serving as a professional and positive Simmons Ambassador.

Responsibilities

• Share and recommend the bank’s full scope of resources, including in-branch services, digital capabilities, and business partner resources.
• Meet individual goals through in-person and outbound calling activities, using a needs-based approach to offer solutions.
• Open and close accounts, assist with account selection, perform research, and comply with BSA and CIP requirements.
• Facilitate consumer loan requests, maintain knowledge of loan policies, and assist with the branch’s consumer loan portfolio.
• Uncover customer needs and refer them to partner teams for small business, corporate, institutional, mortgage, and financial advisory services.
• Maintain high client satisfaction by providing an optimal customer experience.
• Ensure compliance with laws, regulations, policies, and procedures, including required compliance training.
• Process customer requests and transactions accurately while identifying needs and recommending solutions.
• Perform other duties as assigned.

Requirements

• High School Diploma or GED.
• One year of customer-facing and goal-oriented experience.
• Registration with the National Mortgage Licensing System and Registry (NMLS) or ability to obtain an NMLS license after employment.
• Proficiency in MS Office programs and social media platforms for brand awareness and market knowledge.
• Occasional travel for meetings, training, bank conversions, or acquisition support (minimal overnight or out-of-town travel).
• Ability to support and guide other banking institutions within the market.

Skills

• Ability to motivate and present information effectively in one-on-one and small group settings.
• Team-centric approach to support customers in a fast-paced banking environment.
• Coach and lead the branch team according to process and protocol in the absence of an AFCM.