Relationship Banker II: Growth-Focused Financial Advisor

simmonsbank; Conroe (TX); Vor Ort; USD 40.000 - 60.000; Vollzeit

Zusammenfassung

Simmons Bank in Conroe, TX is seeking a Relationship Banker to grow and retain client relationships while delivering an exceptional customer experience. You will assess financial needs and offer Simmons banking solutions through daily interactions, outbound calls, and in-person visits.

The role emphasizes a needs-based approach, navigation of branch products, and collaboration with a team to meet individual and branch goals.

Qualifikationen

• Ability to motivate and present information in one-on-one and group settings.
• Team-centric approach to help customers in banking environments.
• Ability to coach and lead the branch team according to processes.

Aufgaben

• Share and recommend the bank's resources, including in-branch, digital, and partner resources.
• Meet goals through in-person and outbound calling activities with needs-based solutions.
• Open and close accounts, assist with account selection, and ensure compliance with BSA and CIP requirements.
• Facilitate consumer loan requests and maintain knowledge of loan policies and procedures.
• Refer customers to a partner-centric team for small business, corporate, mortgage, and advisory services.
• Maintain high client satisfaction by engaging customers and delivering an optimal experience.
• Ensure compliance training and proper handling of documents and activities.
• Process customer requests professionally and accurately while identifying needs.

Kenntnisse

Motivate and present information

Team-centric approach

Lead and coach branch team

Ausbildung

HS Diploma/GED

Tools

MS Office

Social media platforms

Jobbeschreibung

Simmons Bank in Conroe, TX is seeking a Relationship Banker to grow and retain client relationships while delivering an exceptional customer experience. You will assess financial needs and offer Simmons banking solutions through daily interactions, outbound calls, and in-person visits.

The role emphasizes a needs-based approach, navigation of branch products, and collaboration with a team to meet individual and branch goals.