Relationship Banker I

About the role

We're a dynamic regional community bank dedicated to bringing passion and customer focus to the 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 account 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 compliant with applicable laws, regulations, policies, and procedures
• Perform other duties and responsibilities 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
• Team-centric approach to helping customers in a fast-paced environment
• Ability to coach and lead the branch team according to process and protocol

Skills

• Ability to effectively motivate and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization
• Embrace a team-centric approach to collectively help our customers in an ever-evolving and fast-paced banking environment
• Cooperate and lead the branch team according to process and protocol in the absence of an AFCM

Education and/or Experience

• HS Diploma/GED
• One year of customer-facing and goal-oriented experience

Other Qualifications

• Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out-of-town)
• Ability to provide support and guidance at other banking institutions within the market