Relationship Banker II: Trusted Advisor for Clients

Simmons Bank; Burleson (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

Simmons Bank in Burleson, TX is seeking a Relationship Banker II to develop and retain client relationships while delivering an exceptional client experience. You will assess financial needs and offer banking solutions to help clients reach their current and future goals.

You will be active in outbound calls, business visits, and events to grow your client base, while maintaining compliance and providing friendly, knowledgeable service.

Qualifications

• HS Diploma/GED required.
• Two years of customer-facing, goal-oriented experience.
• NMLS registration/licensing required after employment.
• Proficiency with MS Office and social media for brand awareness.
• Occasional travel to meetings and training.

Responsibilities

• Open, service and close accounts, assisting customers with appropriate options.
• Facilitate consumer loan requests and know loan policies and procedures.
• Uncover needs and refer customers to partner teams across banking services.
• Maintain high client satisfaction by delivering an optimal experience.
• Meet branch goals while ensuring compliance with laws and procedures.

Skills

Customer service

Education

HS Diploma/GED

Tools

MS Office

Social media

Job description

Simmons Bank in Burleson, TX is seeking a Relationship Banker II to develop and retain client relationships while delivering an exceptional client experience. You will assess financial needs and offer banking solutions to help clients reach their current and future goals.

You will be active in outbound calls, business visits, and events to grow your client base, while maintaining compliance and providing friendly, knowledgeable service.