Relationship Banker II

About the role

As a Relationship Banker (RB) at Simmons Bank, you will build, expand, and retain existing client relationships while providing an exceptional client experience. You will provide expert financial solutions by assessing financial needs and offering bank products and services to help clients achieve their goals. Relationship Bankers market Simmons solutions through daily interactions, outbound calling, business visits, networking events, and periodic ‘At Work’ events. You will achieve and exceed individual and branch goals, assist with account service and maintenance, and handle teller transactions and problem resolution.

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 to share solutions and recommendations using a needs-based approach.
• Perform account opening and closing functions, assist with account selection, conduct account 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 applicable laws, regulations, policies, and procedures, including required compliance training.
• Process customer requests and transactions accurately while identifying needs and recommending solutions.
• Perform other duties and responsibilities as assigned.

Requirements

• High School Diploma or GED.
• Two years of customer-facing and goal-oriented experience.
• Registration with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment.
• Proficiency in MS Office programs and social media platforms.
• Occasional travel for meetings, training, bank conversion, and acquisition support (minimal overnight or out-of-town travel).
• Ability to provide support and guidance at other banking institutions within the market.

Skills

• Ability to effectively motivate and present information 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.