Relationship Banker II

About the role

We're a dynamic regional community bank dedicated to bringing passion and customer focus to the business. Our mission is to empower our associates to be trusted advisors while providing them with the resources of a traditional bank 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, problem resolution, and other transactional needs

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 of customers' accounts, and comply with BSA and CIP requirements
• Facilitate consumer loan requests, maintain knowledge of loan policies and procedures, and assist with branch's consumer loan portfolio
• Uncover needs and refer customers to partner-centric teams working with small businesses, corporations, and institutional partners, as well as mortgage and financial advisors
• Maintain a high level 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 and responsibilities as assigned

Qualifications

• Effective motivation and presentation skills in one-on-one and small group situations
• Customer-facing and goal-oriented experience
• Team-centric approach to helping customers in a fast-paced environment
• Ability to coach and lead the branch team according to process and protocol
• MS Office programs proficiency
• Understanding and utilization of social media platforms