Relationship Banker II
Simmons Bank, Little Rock, AR, United States
Role Overview
Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting‑edge technology.
As a Relationship Banker (RB), you will build, expand, and retain existing client relationships while providing an exceptional client experience. You will offer expert financial solutions to existing and prospective clients by assessing their needs and recommending suitable Simmons Bank products and services. You will market Simmons solutions through daily interactions, outbound calling, business visits, networking events, and periodic “At Work” events. You are expected to achieve and/or exceed individual and branch goals, assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. You will represent the Simmons brand professionally and positively, meeting and exceeding client expectations.
Essential Duties and Responsibilities
Share and recommend the bank's full scope of resources with customers, including traditional in‑branch services, digital capabilities, and business partner resources.
Ensure that individual goals are met through required levels of in‑person and outbound calling activities that provide an opportunity to share valued solutions and recommendations via a needs‑based philosophy.
Perform all functions related to opening and closing accounts, including assisting customers with appropriate account selection, performing research of customers' accounts, and complying with BSA and CIP requirements.
Facilitate consumer loan requests: solicit loan requests, maintain knowledge of loan policies and procedures, and assist with the branch’s consumer loan portfolio.
Uncover customer needs and refer customers to a partner‑centric team that works with small business, corporate, institutional partners, and mortgage and financial advisors.
Maintain a high level of client satisfaction by engaging customers and ensuring optimal customer experience.
Ensure all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures, including completion of required compliance training.
Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to identify needs and recommend solutions.
Perform other duties and responsibilities as assigned.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The following are representative of the knowledge, skill, and/or ability required.
Skills
Ability to effectively motivate and present information in one‑on‑one and small group situations to customers, clients, and other employees.
Embrace a team‑centric approach to collectively help our customers in an ever‑evolving and fast‑paced banking environment.
Coach and lead the branch team according to process and protocol in the absence of an AFCM.
Education and/or Experience
HS Diploma/GED.
Two years of customer‑facing and goal‑oriented experience.
Position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment. Please refer to (http:/mortgage.nationalwidelicensing.org) for more information.
Computer Skills
MS Office programs.
Understand and utilize social media platforms to share brand awareness and obtain market knowledge.
Other Qualifications (including physical requirements)
Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town).
Ability to provide support and guidance at other banking institutions within the market.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
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As a Relationship Banker (RB), you will build, expand, and retain existing client relationships while providing an exceptional client experience. You will offer expert financial solutions to existing and prospective clients by assessing their needs and recommending suitable Simmons Bank products and services. You will market Simmons solutions through daily interactions, outbound calling, business visits, networking events, and periodic “At Work” events. You are expected to achieve and/or exceed individual and branch goals, assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. You will represent the Simmons brand professionally and positively, meeting and exceeding client expectations.
Essential Duties and Responsibilities
Share and recommend the bank's full scope of resources with customers, including traditional in‑branch services, digital capabilities, and business partner resources.
Ensure that individual goals are met through required levels of in‑person and outbound calling activities that provide an opportunity to share valued solutions and recommendations via a needs‑based philosophy.
Perform all functions related to opening and closing accounts, including assisting customers with appropriate account selection, performing research of customers' accounts, and complying with BSA and CIP requirements.
Facilitate consumer loan requests: solicit loan requests, maintain knowledge of loan policies and procedures, and assist with the branch’s consumer loan portfolio.
Uncover customer needs and refer customers to a partner‑centric team that works with small business, corporate, institutional partners, and mortgage and financial advisors.
Maintain a high level of client satisfaction by engaging customers and ensuring optimal customer experience.
Ensure all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures, including completion of required compliance training.
Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to identify needs and recommend solutions.
Perform other duties and responsibilities as assigned.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The following are representative of the knowledge, skill, and/or ability required.
Skills
Ability to effectively motivate and present information in one‑on‑one and small group situations to customers, clients, and other employees.
Embrace a team‑centric approach to collectively help our customers in an ever‑evolving and fast‑paced banking environment.
Coach and lead the branch team according to process and protocol in the absence of an AFCM.
Education and/or Experience
HS Diploma/GED.
Two years of customer‑facing and goal‑oriented experience.
Position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or obtain an NMLS license after employment. Please refer to (http:/mortgage.nationalwidelicensing.org) for more information.
Computer Skills
MS Office programs.
Understand and utilize social media platforms to share brand awareness and obtain market knowledge.
Other Qualifications (including physical requirements)
Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town).
Ability to provide support and guidance at other banking institutions within the market.
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
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