Relationship Banker II

simmonsbank; Middleton (TN); On-site; USD 32,000 - 42,000; Full time

Job summary

Simmons Bank in Middleton, TN is seeking a client-focused associate to share and recommend the bank's full range of resources, including in-branch services and digital tools.

You will help customers open and close accounts, support consumer loan requests, and connect clients with specialized teams to address small business, corporate, mortgage and advisory needs, while ensuring compliant, high-quality service.

Qualifications

• HS Diploma or GED required.
• Two years of customer-facing and goal-oriented experience preferred.
• Ability to motivate and present information in one-on-one and small group settings.

Responsibilities

• Share and recommend the bank's full range of resources to customers.
• Meet individual goals through in-person and outbound activities.
• Assist customers with account openings and closings.
• Assist with consumer loan requests and portfolio knowledge.
• Refer customers to partner teams for small business, corporate, mortgage and advisory needs.
• Maintain high client satisfaction through excellent service.
• Ensure compliance with laws, policies, and training.

Skills

Customer service focus

Team oriented

Coaching and leadership

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 a trusted advisor 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.

Essential Duties and Responsibilities

• Responsible to share and recommend the banks 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 for us 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
• Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, 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
• Performs other duties and responsibilities as assigned

Qualifications

Skills

• Ability to effectively motivate and present information in one-on-one and small group situation, 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

Education and/or Experience

• HS Diploma/GED
• Two years customer-facing and goal-oriented experience

This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/orObtain 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 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 Information: Simmons First National Corporation and its subs