Senior Relationship Banker

About the role

We're a dynamic regional community bank dedicated to customer focus and passion. Our mission is to empower our associates to be trusted advisors while providing them with the latest technology and resources.

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
• Assist clients with account service and maintenance requests
• Engage in genuine conversations to help identify needs and recommend solutions
• Open and close accounts, perform research, and comply with BSA and CIP requirements
• Solicit and handle consumer loan requests
• Uncover needs and refer customers to partner teams
• Maintain a high level of client satisfaction
• Process customer requests and transactions accurately and professionally
• Assume the role of SME in branch as related to all product and services offerings
• Cooperate with branch leadership in guiding and reinforcing training with all junior associates
• Work jointly with branch leadership in training transactional associates

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability required.

• Ability to effectively motivate and present information in one-on-one and small group situations
• Embrace a team-centric approach to collectively help our customers
• Coach and lead the branch team according to process and protocol
• Assume the role of SME in branch as related to all product and services offerings
• Regularly conduct team kickoff and meetings with guidance of branch leadership
• Met or exceeded individual goals for the most recent 3 of 4 quarters
• Understand and utilize MS Office programs
• Understand and utilize social media platforms to help share brand awareness and obtain market knowledge

Qualifications

• High School Diploma/GED
• Two years customer-facing and goal-oriented experience

Skills

• Ability to effectively motivate and present information in one-on-one and small group situations
• Embrace a team-centric approach to collectively help our customers
• Coach and lead the branch team according to process and protocol
• Assume the role of SME in branch as related to all product and services offerings
• Regularly conduct team kickoff and meetings with guidance of branch leadership
• Met or exceeded individual goals for the most recent 3 of 4 quarters
• Understand and utilize MS Office programs
• Understand and utilize social media platforms to help share brand awareness and obtain market knowledge