Senior Relationship Banker

Simmons Bank; Crane (MO); On-site; USD 45,000 - 60,000; Full time

Job summary

Simmons Bank in Crane, Missouri, is seeking a dedicated Relationship Banker to manage and enhance client relationships while providing exceptional financial solutions based on clients' needs. The role requires a proactive approach to meet individual goals and ensure compliance with banking policies.

The ideal candidate should possess a high school diploma and two years of customer-facing experience, along with proficiency in MS Office and strong communication skills. This position emphasizes teamwork and coaching abilities within a dynamic banking environment.

Qualifications

• Two years of customer-facing and goal-oriented experience.
• Ability to motivate and present information effectively.
• Coaching skills to lead branch team according to processes.

Responsibilities

• Build, expand, and retain client relationships.
• Facilitate consumer loan requests and coach staff.
• Ensure compliance with laws, regulations, and bank policies.

Skills

Customer-facing experience

Goal-oriented mindset

Team-centric approach

Coaching and leadership

Effective communication

Education

High School Diploma or GED

Tools

MS Office proficiency

Social media knowledge

Job description

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.

Responsibilities

• Share and recommend the bank’s full scope of resources with customers, including traditional in‑branch services, digital capabilities, and business partner resources.
• Ensure individual goals are met through required levels of in‑person and outbound calling activities that provide an opportunity 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 consumer loan portfolio(s), and coach staff (for SrRB in the absence of an AFCM) to sell and handle consumer loan requests effectively.
• Uncover needs and refer customers to partner‑centric teams that work with small business, corporate and institutional partners, and mortgage and financial advisors.
• Maintain a high level of client satisfaction by engaging customers and ensuring an optimal customer experience.
• Ensure all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures, 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.
• Perform other duties and responsibilities as assigned.

Qualifications

• Ability to effectively motivate and present information in one‑on‑one and small group situations to customers, clients, and other employees.
• Embrace a team‑centric approach to collectively help 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.
• Met or exceeded individual goals for the most recent 3 of 4 quarters.
• Regularly conduct team kickoff and meetings with guidance of branch leadership.
• Assume the role of Subject Matter Expert (SME) in the branch related to all product and services offerings.
• Work jointly with branch leadership in guiding and reinforcing training with all junior associates.
• Under the direction of the Financial Center Manager, coach transactional associates toward conversation starters and improved referrals.
• Education and/or Experience: High School Diploma or GED.
• Two years of customer‑facing and goal‑oriented experience.
• Registration with the National Mortgage Licensing System and Registry (NMLS) is required; obtain an NMLS license after employment.
• Computer skills: proficiency in MS Office programs and understanding of social media platforms to share brand awareness and market knowledge.
• Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight 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 subsidiaries are committed to a policy of equal employment with respect to a person’s race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications. Since 1903, we’ve been putting people first by making a commitment to you.