Relationship Banker II

About the role

We’re a dynamic regional community bank committed to bringing passion and customer focus to the business. As a Relationship Banker (RB), you’ll build, expand, and retain client relationships while providing an exceptional experience. You’ll assess financial needs and offer solutions through bank products and services to help clients achieve their goals. Relationship Bankers market Simmons solutions through daily interactions, outbound calls, business visits, networking events, and periodic ‘At Work’ events, aiming to meet or exceed individual and branch goals. You’ll also assist with account service, teller transactions, and problem resolution, serving as a professional Simmons Ambassador.

Responsibilities

• Share and recommend the bank’s full scope of resources, including in-branch services, digital capabilities, and business partner resources.
• Meet individual goals through in-person and outbound calling activities, using a needs-based approach to offer solutions.
• Open and close accounts, assist with account selection, perform research, and comply with BSA and CIP requirements.
• Facilitate consumer loan requests, maintain knowledge of loan policies, and assist with the branch’s consumer loan portfolio.
• Uncover customer needs and refer them to specialized teams (small business, corporate, mortgage, financial advisors).
• Maintain high client satisfaction by providing an optimal customer experience.
• Ensure compliance with laws, regulations, and policies, including required training.
• Process customer requests and transactions accurately while identifying needs and recommending solutions.
• Perform other duties 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) required; obtain an NMLS license after employment.
• Proficiency in MS Office programs and social media platforms.
• Occasional travel for meetings, training, or bank conversion/acquisition support (minimal overnight/out-of-town).
• Ability to support and guide other banking institutions within the market.

Skills

• Ability to motivate and present information effectively in one-on-one and small group settings.
• Team-centric approach to support customers in a fast-paced banking environment.
• Lead and coach the branch team according to process and protocol in the absence of an AFCM.