Jobs · Finance · Texas

Relationship Banker II

Simmons Bank · Conroe, TX · 2 days ago
FinanceFull-time

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, 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 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 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
  • Process customer requests and transactions in a positive, accurate, and professional manner

Qualifications

  • Two years 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 our customers in an ever-evolving and fast-paced banking environment
  • Coach and lead the branch team according to process and protocol in the absence of an AFCM

Skills

  • Effective communication skills
  • Ability to present information in one-on-one and small group situations
  • Customer service orientation
  • Teamwork and leadership skills
  • Knowledge of banking products and services
  • Ability to coach and lead a team

Other Qualifications

  • Occasional travel for meetings, training, bank conversions, and acquisitions
  • 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 a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability, or any other legally protected classifications.

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