Senior Relationship Banker

About the Role

As a Relationship Banker (RB) at Simmons Bank, you will be responsible for building, expanding, and retaining 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.

Responsibilities

• Share and recommend the bank's full scope of resources with customers, including traditional in-branch services, digital capabilities, and business partner resources.
• Ensure individual goals are met through required levels of in-person and outbound calling activities to provide valued solutions and recommendations via a needs-based philosophy.
• Perform all functions related to opening and closing accounts, including assisting customers with account selection, researching accounts, and complying with BSA and CIP requirements.
• Facilitate consumer loan requests, maintain knowledge of loan policies and procedures, and assist with the branch's consumer loan portfolio.
• Uncover needs and refer customers to partner-centric teams for small business, corporate, institutional, mortgage, and financial advisory services.
• Maintain a high level of client satisfaction by engaging customers and ensuring an optimal 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.

Qualifications

• Ability to motivate and present information effectively in one-on-one and small group situations.
• Embrace a team-centric approach in a fast-paced banking environment.
• Coach and lead the branch team according to process and protocol in the absence of an AFCM.
• Act as a Subject Matter Expert (SME) for all product and service offerings.
• Work jointly with branch leadership to guide and reinforce training for junior associates.
• Coach transactional associates toward conversation starters and improved referrals under the direction of the Financial Center Manager.

Education and Experience

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

Skills

• Proficiency in MS Office programs.
• Understanding and utilization of social media platforms for brand awareness and market knowledge.

Other Qualifications

• Occasional travel for meetings, training, bank conversion, and acquisition support.
• Ability to provide support and guidance at other banking institutions within the market.