Relationship Banker I

About the role

We’re a dynamic regional community bank committed to bringing passion and customer focus to the business. As a Relationship Banker (RB), you’ll build, expand, and retain client relationships while providing an exceptional experience. You’ll assess financial needs and offer solutions through bank products and services to help clients achieve their goals. Relationship Bankers market Simmons solutions through daily interactions, outbound calls, business visits, networking events, and periodic ‘At Work’ events, while achieving individual and branch goals.

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 provide 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 specialized teams for small business, corporate, institutional, mortgage, and financial advisory services.
• Maintain high client satisfaction by ensuring an optimal customer experience.
• Ensure compliance with laws, regulations, and policies, including completing required compliance training.
• Process customer requests and transactions professionally 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.
• Occasional travel for meetings, training, bank conversions, or acquisition support (minimal overnight or out-of-town travel).

Skills

• Ability to motivate and present information effectively in one-on-one and small group settings.
• Embrace a 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.