Relationship Banker II

Simmons Bank; Edmond (OK); On-site; USD 40,000 - 55,000; Full time

Job summary

Join a dynamic regional community bank as a Relationship Banker, where you'll build and retain client relationships, provide expert financial solutions, and ensure high customer satisfaction. This role offers comprehensive training and the opportunity to thrive in a collaborative environment focused on growth and integrity.

Qualifications

• Two years of customer-facing, goal-oriented experience required.
• Must register with NMLS and obtain a license post-employment.

Responsibilities

• Build and retain client relationships while providing exceptional client experience.
• Meet individual goals through in-person and outbound calling activities.
• Assist with account openings and closings, ensuring compliance.

Skills

Effective motivation

Presentation abilities

Team-oriented approach

Leadership capabilities

Education

HS Diploma/GED

Tools

MS Office

Social media platforms

Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

It’s fun to work in a company where people truly BELIEVE in what they’re doing!

We’re committed to bringing passion and customer focus to the business.

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 trusted advisors while providing them with the resources of a traditional bank supported by cutting-edge technology. We are passionate about guiding our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank.

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

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.
• Meet individual goals through in-person and outbound calling activities, sharing valued solutions and recommendations based on customer needs.
• Assist with opening and closing accounts, including helping customers select appropriate accounts, researching accounts, and ensuring compliance with BSA and CIP requirements.
• Facilitate consumer loan requests by soliciting loan requests, understanding loan policies, and assisting with loan portfolios.
• Identify customer needs and refer them to specialized teams for small business, corporate, institutional, mortgage, and financial advisory services.
• Maintain high customer satisfaction by engaging customers and providing an optimal experience.
• Ensure all activities comply with applicable laws, regulations, policies, and procedures, including completing required compliance training.
• Process customer requests and transactions accurately and professionally, engaging in genuine conversations to identify needs and recommend solutions.
• Perform other duties as assigned.

Qualifications

• Ability to perform essential duties satisfactorily.
• Skills: Effective motivation and presentation abilities, team-oriented approach, leadership capabilities in the absence of a supervisor.
• Education/Experience: HS Diploma/GED, two years of customer-facing, goal-oriented experience. Must register with NMLS and obtain a license post-employment.
• Computer Skills: Proficiency in MS Office and social media platforms for marketing and market research.
• Other: Occasional travel for meetings, training, and support; ability to support other banking institutions within the market.

Equal Employment Opportunity: Simmons First National Corporation and subsidiaries are committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability, or other protected classes.

About Us

Since 1903, we’ve been putting people first by making a commitment to you. Simmons Bank is a subsidiary of Simmons First National Corporation (NASDAQ: SFNC), headquartered in Arkansas. With assets of $28 billion and over 3,000 employees across Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas, we offer exciting career opportunities. Our culture emphasizes collaboration, integrity, passion, high performance, and growth. If these values resonate with you, let’s talk! Join us and be part of our journey.