Relationship Banker II

Simmons Bank; Edmond (OK); On-site; USD 42,000 - 65,000; Full time

Job summary

Simmons First National Corporation is seeking a Relationship Banker to build, expand, and retain client relationships while delivering an exceptional client experience. You will assess clients' financial needs and offer banking products and services to help them achieve their goals.

Responsibilities include account openings/closes, assisting with transactions, and referring clients to partner teams for small business and mortgage services.

Qualifications

• HS Diploma or GED required.
• Two years of customer-facing, goal-oriented experience.
• Registration with the NMLS required; obtain after employment.

Responsibilities

• Build and retain client relationships by offering bank products and services.
• Open/close accounts and assist with transactions and research of accounts.
• Refer clients to partner teams for small business, mortgage and other services.
• Meet or exceed branch goals and provide exceptional client experiences.
• Adhere to laws, policies, and training requirements.
• Maintain high client satisfaction and ensure a compliant experience.
• Process customer requests and transactions accurately and professionally.
• Achieve or exceed individual and branch goals.

Skills

Customer service

Communication

Team leadership

Motivation

Regulatory knowledge

Education

HS Diploma / GED

Tools

MS Office

Job description

Relationship Banker (RB)

As a 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.

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 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, and assist with branch 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 customers and ensuring 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.
• Achieve or exceed established individual and branch goals.
• Assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs.
• 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 customers in an ever‑evolving 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 customer‑facing and goal‑oriented experience.
• Registration with the National Mortgage Licensing System and Registry (NMLS) required; obtain NMLS license after employment.
• Computer Skills: MS Office programs; understand and utilize social media platforms to help 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

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.