Relationship Banker II

Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting edge technology. We are passionate about guiding our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank.

About the role

As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals.

Responsibilities

• Build, expand, and retain existing client relationships while providing an exceptional client experience
• Provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services
• Market Simmons solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, business visits, networking events and periodic ‘At Work’ events
• Achieve and/or exceed established individual and branch goals
• Assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs
• Act as a professional and positive Simmons Ambassador while meeting and exceeding client expectations
• Share and recommend the bank’s full scope of resources with customers, including traditional in-branch services, digital capabilities, and business partner resources
• Ensure individual goals are met through required levels of in-person and outbound calling activities that provide an opportunity to share valued solutions and recommendations via a needs-based philosophy
• Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements
• Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)’ consumer loan portfolio(s)
• Uncover needs and refer customers to a partner-centric team that works with small business, corporate and institutional partners, and 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, including completion of required compliance training
• Process customer requests and transactions in a positive, accurate and professional manner while engaging in genuine conversations to help identify needs and recommend solutions

Qualifications

• Ability to perform each essential duty satisfactorily

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
• Coach and lead the branch team according to process and protocol in the absence of an AFCM

Education and/or Experience

• High school diploma or GED
• Two years of customer-facing and goal-oriented experience
• This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment

Computer Skills

• Proficiency in MS Office programs
• Understand and utilize social media platforms to help share brand awareness and obtain market knowledge

Other Qualifications (including Physical Requirements)

• 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