Relationship Banker II

We're committed to bringing passion and customer focus to the business. 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 trusted advisors 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 II (RBII), you will build, expand, and retain existing client relationships while providing an exceptional client experience. You 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.

The Relationship Banker II will 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. You are expected to achieve and/or exceed established individual and branch goals while assisting clients with account service, maintenance requests, teller transactions, problem resolution, and other transactional needs. You will serve as a professional and positive Simmons Ambassador, meeting and exceeding client expectations.

Responsibilities

• Share and recommend the bank’s full scope of resources with customers, including traditional in-branch services, digital capabilities, and business partner resources.
• Meet individual goals through required levels of in-person and outbound calling activities to share valued solutions and recommendations using a needs-based philosophy.
• Perform all functions related to opening and closing accounts, including assisting customers with account selection, performing account research, and complying with BSA and CIP requirements.
• Facilitate consumer loan requests: solicit loan requests, maintain knowledge of loan policies and procedures, and assist with the branch’s consumer loan portfolio.
• Uncover customer needs and refer them to a partner-centric team specializing in small business, corporate and institutional partners, mortgage, and financial advisors.
• Maintain a high level of client satisfaction by engaging customers and ensuring an optimal customer experience.
• Ensure compliance with applicable laws, regulations, policies, and procedures, including completion of required compliance training.
• Process customer requests and transactions accurately and professionally while identifying needs and recommending solutions.
• Perform other duties and responsibilities as assigned.

Requirements

• High School Diploma or GED.
• Two years of customer-facing and goal-oriented experience.
• Registration with the National Mortgage Licensing System and Registry (NMLS) is required; obtain an NMLS license after employment.
• 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.

Skills

• Ability to effectively motivate and present information in one-on-one and small group situations.
• Embrace a team-centric approach to collectively help customers in a fast-paced banking environment.
• Coach and lead the branch team according to process and protocol in the absence of an Assistant Financial Center Manager (AFCM).
• Proficiency in MS Office programs.
• Understand and utilize social media platforms to share brand awareness and obtain market knowledge.