Relationship Banker I

About the role

As a Relationship Banker (RB) at Simmons Bank, you will build, expand, and retain existing client relationships while delivering an exceptional client experience. You’ll provide expert financial solutions by assessing client needs and offering bank products and services to help them achieve their financial goals. Relationship Bankers market Simmons solutions through daily interactions, outbound calling, business visits, networking events, and periodic ‘At Work’ events, aiming to meet or exceed individual and branch goals. You may also assist clients with account service, teller transactions, problem resolution, and other transactional needs, 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.
• Perform account opening and closing functions, assist with account selection, conduct research, and comply with BSA and CIP requirements.
• Facilitate consumer loan requests, maintain knowledge of loan policies, and support the branch’s consumer loan portfolio.
• Uncover client needs and refer them to specialized teams for small business, corporate, institutional, mortgage, and financial advisory services.
• Maintain high client satisfaction by delivering an optimal customer experience.
• Ensure compliance with applicable laws, regulations, policies, and procedures, including required compliance training.
• Process customer requests and transactions accurately while engaging in conversations to identify needs and recommend solutions.
• Perform other duties and responsibilities 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) is required; 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.
• Embrace a team-centric approach to support customers in a fast-paced banking environment.
• Coach and lead the branch team according to established processes and protocols in the absence of an AFCM.