Relationship Banker I: Help Clients Achieve Financial Goals

Simmons Bank; Tulsa (OK); On-site; USD 42,000 - 60,000; Full time

Job summary

Simmons Bank is seeking a Relationship Banker to build, expand, and maintain client relationships while delivering exceptional service. You will assess financial needs and offer appropriate bank products, participate in outbound calls and networking events, and help clients achieve their financial goals through a trusted advisory approach.

The role emphasizes customer focus, collaboration with internal partners, and achievement of branch targets in a dynamic banking environment.

Qualifications

• High school diploma or GED.
• One year of customer-facing, goal-oriented experience.
• NMLS registration required after employment; mortgage licensing process explained at mortgage.nationalwidelicensing.org

Responsibilities

• Build and expand client relationships to meet branch goals.
• Provide expert financial solutions via bank products and services.
• Assist with account openings and maintenance while ensuring compliance.
• Refer clients to specialists for small business, mortgage, or investment needs.
• Deliver an exceptional client experience through proactive engagement and support.

Skills

Motivation

Customer focus

Team leadership

Education

HS Diploma/GED

Tools

MS Office

Job description

Simmons Bank is seeking a Relationship Banker to build, expand, and maintain client relationships while delivering exceptional service. You will assess financial needs and offer appropriate bank products, participate in outbound calls and networking events, and help clients achieve their financial goals through a trusted advisory approach.

The role emphasizes customer focus, collaboration with internal partners, and achievement of branch targets in a dynamic banking environment.