Senior Relationship Banker

About the role

We are 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, including researching customers' accounts and complying with BSA and CIP requirements
• Solicit and handle consumer loan requests
• Uncover needs and refer customers to partner-centric teams
• Maintain a high level of client satisfaction
• Process customer requests and transactions in a positive, accurate, and professional manner
• 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

• Two years customer-facing and goal-oriented experience
• Ability to effectively motivate and present information in one-on-one and small group situations
• Embrace a team-centric approach to help customers in an ever-evolving and fast-paced banking environment
• 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
• 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/or obtain an NMLS license after employment

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
• Work jointly with branch leadership in guiding and reinforcing training with all junior associates