Senior Relationship Banker - Southern Dallas, TX

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 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 while serving as a professional Simmons Ambassador. Positions include RB I, RB II, and Senior RB, with increasing revenue expectations and operational responsibilities for the Senior RB.

Responsibilities

• Share and recommend the bank’s full range of resources, including in-branch services, digital capabilities, and business partner resources.
• Meet individual goals through in-person and outbound calling activities to provide solutions via a needs-based approach.
• 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. (Senior RB: coach staff on loan handling 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, goal-oriented experience.
• Registration with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment.
• Proficiency in MS Office programs and social media platforms.
• Occasional travel for meetings, training, or bank conversion/acquisition support (minimal overnight or out-of-town travel).

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 (Senior RB).
• 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 on conversation starters and referrals.