Senior Relationship Banker & Client Growth Partner

Simmons Bank; Dallas (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

Simmons Bank in Dallas seeks a Relationship Banker to expand and retain client relationships while delivering tailored financial solutions. You will engage customers through daily interactions, outbound calls, business visits, and events to understand needs and present products.

The role emphasizes needs-based conversations, driving revenue, and providing exceptional service. The ideal candidate will have 2+ years in customer-facing roles, a HS diploma, and familiarity with MS Office and social

Qualifications

• HS Diploma or GED required. Two years of customer-facing and goal-oriented experience.
• Registration with the National Mortgage Licensing System and Registry (NMLS) required or to be obtained after employment.
• Proficiency with MS Office and basic tech tools; familiarity with social media for brand awareness.

Responsibilities

• Share and recommend Simmons resources to customers, including in-branch services, digital capabilities, and partner resources.
• Meet and exceed individual and branch goals through in-person and outbound calls.
• Assist with opening/closing accounts and researching account information for compliance (BSA/CIP).
• Facilitate consumer loan requests and refer to specialists when needed.
• Refer customers to partner teams for small business, mortgage, or commercial services.
• Maintain high customer satisfaction by delivering an optimal experience.
• Complete required compliance training and adhere to all policies and laws.
• Process transactions accurately and professionally while identifying needs and offering solutions.
• Support other duties as needed by leadership.

Skills

Customer-facing

Goal-oriented

MS Office

Social media

Team leadership

Education

HS Diploma/GED

Job description

Simmons Bank in Dallas seeks a Relationship Banker to expand and retain client relationships while delivering tailored financial solutions. You will engage customers through daily interactions, outbound calls, business visits, and events to understand needs and present products.

The role emphasizes needs-based conversations, driving revenue, and providing exceptional service. The ideal candidate will have 2+ years in customer-facing roles, a HS diploma, and familiarity with MS Office and social