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 modern 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 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
• Ensure all departmental documents and activities are compliant with applicable laws, regulations, policies, and procedures
• Process customer requests and transactions in a positive, accurate, and professional manner

Requirements

• Two years customer-facing and goal-oriented experience
• Ability to effectively motivate and present information in one-on-one and small group situations
• Team-centric approach to helping customers
• Coaching and leading the branch team
• Assume the role of SME in branch regarding all product and service offerings
• Work jointly with branch leadership in guiding and reinforcing training with all junior associates
• Register with the National Mortgage Licensing System and Registry (NMLS) and obtain an NMLS license after employment

Qualifications

• High School Diploma or GED
• 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 in the absence of an AFCM
• Meet or exceed individual goals for the most recent 3 of 4 quarters
• Assume the role of SME in branch as related to all product and services offerings
• Work jointly with branch leadership in guiding and reinforcing training with all junior associates
• Understand and utilize social media platforms to help share brand awareness and obtain market knowledge