Relationship Banker II

Simmons Bank; Lexington (TN, KY); On-site; USD 35,000 - 55,000; Full time

Job summary

A leading community bank seeks a Relationship Banker in Tennessee to enhance client relationships and provide tailored financial solutions. This role involves engaging with clients, meeting individual goals, and ensuring compliance with banking regulations. Ideal candidates will possess strong interpersonal skills and a commitment to customer satisfaction.

Qualifications

• High School Diploma or GED required.
• Minimum two years of goal-oriented customer-facing experience.
• Must register with NMLS and obtain a license.

Responsibilities

• Build and retain client relationships while providing financial solutions.
• Meet individual goals through in-person and outbound calling.
• Process customer requests and transactions accurately.

Skills

Effective motivation and presentation skills

Team-centric approach

Leadership and coaching abilities

Education

High School Diploma or GED

At least two years of customer-facing experience

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. 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 clients' 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

1. Share and recommend the bank's full scope of resources with customers, including traditional in-branch services, digital capabilities, and business partner resources.
2. Meet individual goals through in-person and outbound calling activities, sharing valued solutions and recommendations based on customer needs.
3. Assist with opening and closing accounts, including account selection, research, and compliance with BSA and CIP requirements.
4. Facilitate consumer loan requests, maintain knowledge of loan policies, and assist with the branch's consumer loan portfolio.
5. Identify customer needs and refer them to specialized teams for small business, corporate, mortgage, and financial advisory services.
6. Maintain high customer satisfaction by engaging clients and ensuring an optimal experience.
7. Ensure all activities comply with applicable laws, regulations, policies, and procedures, including completing required compliance training.
8. Process customer requests and transactions accurately and professionally, engaging in genuine conversations to identify needs and recommend solutions.
9. Perform other duties as assigned.

Qualifications

Successful performance requires the ability to perform each duty satisfactorily. The following knowledge, skills, and abilities are required:

Skills

• Effective motivation and presentation skills for one-on-one and small group interactions with customers, clients, and colleagues.
• A team-centric approach to help customers in a fast-paced banking environment.
• Leadership and coaching abilities to guide the branch team according to process and protocol in the absence of an AFCM.

Education and Experience

• High School Diploma or GED.
• At least two years of customer-facing, goal-oriented experience.
• Must register with the NMLS and obtain a license after employment; more info at http://mortgage.nationalwidelicensing.org.

Computer Skills

• Proficiency in MS Office programs.
• Ability to utilize social media platforms for brand awareness and market knowledge.

Other Qualifications

• Occasional travel for meetings, training, and support activities, with minimal overnight stays.
• Ability to support and guide other banking institutions within the market.

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