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, 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
• Assist clients with account service and maintenance requests
• Engage in genuine conversations to help identify needs and recommend solutions
• Open and close accounts, including researching customers' accounts and complying 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 training junior associates
• Work jointly with branch leadership in guiding and reinforcing training
• Assume the role of SME in branch as related to all product and services offerings
• Coach transactional associates toward conversation starters and improved referrals

Qualifications

• Customer-facing and goal-oriented experience
• Ability to motivate and present information in one-on-one and small group situations
• Team-centric approach to helping customers
• Knowledge of loan policies and procedures
• Ability to register with the National Mortgage Licensing System and Registry (NMLS)