Relationship Banker I
Simmons Bank · Lexington, TN · 5 days ago
FinanceFull-time
About the role
We are a dynamic regional community bank dedicated to bringing passion and customer focus to our business. Our commitment is to empower our associates to be trusted advisors, 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, teller transactions, and problem resolution
Requirements
- Share and recommend the bank's full scope of resources with customers
- Ensure individual goals are met through required levels of in-person and outbound calling activities
- Open and close accounts, perform research, and comply with BSA and CIP requirements
- Facilitate consumer loan requests, maintain loan policies and procedures, and assist with the branch's loan portfolio
- Uncover needs and refer customers to partner-centric teams
- Maintain high levels of client satisfaction by engaging customers and ensuring an optimal customer experience
- Ensure all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures
- Perform other duties as assigned
Qualifications
- High School Diploma/GED
- One year of customer-facing and goal-oriented experience
- Ability to effectively motivate and present information in one-on-one and small group situations
- Embrace a team-centric approach to help customers in an ever-evolving and fast-paced banking environment
- Coaching and leading the branch team according to process and protocol in the absence of an AFCM
- Registration with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment
Other Qualifications
- Occasional travel for meetings, training, bank conversions, and acquisitions
- Ability to provide support and guidance at other banking institutions within the market
- Physical requirements: occasional travel, ability to provide support and guidance at other banking institutions within the market
Equal Employment Opportunity
Simmons First National Corporation and its subsidiaries are committed to an equal employment opportunity policy with respect to race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability, or any other legally protected classification.