Senior Relationship Banker- $1,000 Sign On Bonus

About the role

As a Relationship Banker (RB) at Simmons Bank, you will build, expand, and retain client relationships while delivering an exceptional experience. You’ll assess financial needs and offer tailored solutions through bank products and services to help clients achieve their goals. Relationship Bankers market Simmons solutions via daily interactions, outbound calls, business visits, networking events, and periodic ‘At Work’ events, while striving to meet or exceed individual and branch goals.

Relationship Bankers may also assist with account service, teller transactions, problem resolution, and other client needs. All positions receive the same training on products, services, and needs-based conversations, with increasing revenue expectations from RB I to RB II to Senior RB. The Senior RB also serves as an operational liaison with strong delegation skills.

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: solicit loans, maintain knowledge of policies, assist with branch loan portfolios, and coach staff (Sr RB only).
• Uncover customer needs and refer them to specialized teams (small business, corporate, mortgage, financial advisors).
• Maintain high client satisfaction by delivering 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, goal-oriented experience.
• Registration with the National Mortgage Licensing System and Registry (NMLS) or ability to obtain an NMLS license after employment.
• Occasional travel for meetings, training, or bank conversion/acquisition support (minimal overnight/out-of-town).

Skills

• Ability to motivate and present information effectively in one-on-one and small group settings.
• Team-centric approach to serving customers in a fast-paced banking environment.
• Coach and lead branch teams in the absence of an Assistant Financial Center Manager (AFCM).
• Met or exceeded individual goals for 3 of the last 4 quarters.
• Conduct team kickoffs and meetings with branch leadership guidance.
• Serve as a Subject Matter Expert (SME) for branch products and services.
• Guide and reinforce training for junior associates under branch leadership direction.
• Coach transactional associates on conversation starters and referrals.
• Proficiency in MS Office programs and social media platforms for brand awareness and market knowledge.