Senior Relationship Banker

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 provide expert financial solutions by assessing needs and offering bank products and services to help clients achieve their financial goals. Relationship Bankers market Simmons solutions through daily interactions, outbound calls, business visits, networking events, and periodic ‘At Work’ events. You’ll achieve individual and branch goals, assist with account service and maintenance, and act as a professional Simmons Ambassador. Training covers all products, services, and tools, with increasing revenue expectations from RB I to RB II and Sr RB. The Sr 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 to provide needs-based 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. (Sr RB: coach staff in the absence of an AFCM.)
• Uncover customer needs and refer them to partner teams for small business, corporate, institutional, mortgage, and financial advisory services.
• Maintain high client satisfaction by ensuring an optimal customer experience.
• Ensure compliance with laws, regulations, policies, and procedures, 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) or ability to obtain an NMLS license after employment.
• Proficiency in MS Office programs and social media platforms for brand awareness and market knowledge.
• Occasional travel for meetings, training, bank conversions, or 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 support customers in a fast-paced banking environment.
• Coach and lead the branch team in the absence of an AFCM.
• Met or exceeded individual goals for 3 of the last 4 quarters.
• Conduct team kickoff 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 toward conversation starters and improved referrals.