Relationship Banker II (Farmers Branch)

About the role

We're a dynamic regional community bank dedicated to bringing passion and customer focus to the 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 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 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 a partner-centric team
• Maintain a high level of client satisfaction by engaging customers and ensuring an optimal customer experience
• Comply with applicable laws, regulations, policies, and procedures
• Perform other duties as assigned

Qualifications

• Effective motivation and presentation skills in one-on-one and small group situations
• Customer-facing and goal-oriented experience
• Ability to coach and lead the branch team
• Registration with the National Mortgage Licensing System and Registry (NMLS) or obtain an NMLS license after employment
• Basic computer skills in MS Office programs
• Understanding and utilization of social media platforms

Skills

• Ability to embrace a team-centric approach
• Knowledge of loan policies and procedures
• Experience in opening and closing accounts
• Ability to uncover customer needs and refer them to appropriate teams
• Proficiency in MS Office programs
• Understanding of social media platforms