Relationship Banker II

About the role

We are a dynamic regional community bank dedicated to bringing passion and customer focus to our business. Our commitment 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 account 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
• Engage in a genuine conversation to help identify needs and recommend solutions
• 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 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

• 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/GED
• Two years of customer-facing and goal-oriented experience

Other Qualifications

• 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