Relationship Banker I

Simmons Bank; Sedalia (MO); On-site; USD 40,000 - 55,000; Full time

Job summary

Simmons Bank in Sedalia, Missouri, seeks a Relationship Banker responsible for building and retaining client relationships. You will provide tailored financial solutions to both existing clients and prospects while ensuring a top-notch customer experience.

The ideal candidate will have a strong customer service background, engage in outbound calling efforts, and be a positive ambassador for Simmons Bank. The role requires effective communication, teamwork, and compliance with banking regulations.

Qualifications

• Ability to present information effectively in small groups.
• Experience in customer-facing, goal-oriented roles.
• NMLS registration required post-hire.

Responsibilities

• Build and maintain client relationships.
• Assist with account service and maintenance.
• Facilitate consumer loan requests and maintain compliance.

Skills

Customer service skills

Financial knowledge

Team-centric approach

MS Office proficiency

Education

HS Diploma/GED

Tools

Social media platforms

Job description

Relationship Banker (RB) you will be responsible for building, expanding and retaining existing client relationships while providing an exceptional client experience.

Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals.

Relationship Bankers will be experts in marketing Simmons solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, business visits, networking events and periodic ‘At Work’ events.

Relationship Bankers are expected to achieve and/or exceed their established individual and branch goals.

They may also assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs.

It is expected that Relationship Bankers are professional and positive Simmons Ambassadors while meeting and exceeding our client’s expectations.

All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role.

Essential Duties and Responsibilities

• Responsible to 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 the appropriate selection of accounts, 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; assist with branch(es)’ consumer loan portfolio(s).
• Uncover needs and refer customers to a partner‑centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors.
• Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an 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 help identify needs and recommend solutions.
• Perform other duties and responsibilities as assigned.

Qualifications

• Ability to effectively motivate and present information in one‑on‑one and small group situations, to customers, clients and other employees in the organization.
• 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.
• HS Diploma/GED and one year of customer‑facing, goal‑oriented experience.
• Registration with the National Mortgage Licensing System and Registry (NMLS) required; obtain an NMLS license after employment. Please refer to (http:/mortgage.nationalwidelicensing.org) for more information.
• Computer Skills: Proficiency with MS Office programs.
• Understand and utilize social media platforms to help share brand awareness and obtain market knowledge.
• 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.