Relationship Banker II
Simmons Bank · Mabank, TX · 1 wk ago
FinanceFull-time
About the role
We are a dynamic regional community bank dedicated to bringing passion and customer focus to our 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
- Assist clients with account service and maintenance requests
- Engage in genuine conversations to help identify needs and recommend solutions
- Open and close accounts, perform research, and comply with BSA and CIP requirements
- Facilitate consumer loan requests and maintain knowledge of loan policies and procedures
- Uncover needs and refer customers to partner-centric teams
- Maintain a high level of client satisfaction
- Process customer requests and transactions in a positive, accurate, and professional manner
Requirements
- Two years 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 an evolving banking environment
- Ability to coach and lead the branch team
Qualifications
- High School Diploma or GED
- Ability to register with the National Mortgage Licensing System and Registry (NMLS)
- Ability to provide support and guidance at other banking institutions within the market
Skills
- MS Office programs
- Understanding and utilizing social media platforms
Benefits
Details not specified.
Pay
Details not specified.
Schedule
Details not specified.