Senior Relationship Banker - Southern Dallas, TX

SB Simmons Bank; Dallas (TX); Sur place; USD 42 000 - 66 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Customer-facing

Goal-oriented

MS Office

Social media

Team leadership

Formation

HS Diploma/GED

Description du poste

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 a trusted advisor 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 client’s 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. The positions will be goaled with an increase in revenue expectation per position from RB I, to RB II, and then Sr RB. The Sr RB will also serve as a liaison for operational items with strong delegation skills.

Essential Duties and Responsibilities

• Responsible to share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources
• Ensure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us 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(es)’ consumer loan portfolio(s); coach staff(s) (applies only to Sr RB in the absence of an AFCM) to sell and handle consumer loan requests in an effective manner
• Uncover needs and refer customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors
• Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience
• Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, 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
• Performs other duties and responsibilities as assigned

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability required.

• Skills Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization
• Embrace a team centric approach to collectively help our 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 SME (Subject Matter Expert) in branch as 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 Financial Center Manager, coach transactional associates toward conversation starters and improved referrals
• Education and/or Experience HS Diploma/GED Two years customer-facing and goal-oriented experience This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or Obtain an NMLS license after employment. Please refer to (http:/mortgage.nationalwidelicensing.org) for more information
• Computer Skills MS Office programs Understand and utilize social media platforms to help share brand awareness and obtain market knowledge
• Other Qualifications (including physical requirements) Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/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. Simmons Bank is the subsidiary bank for Simmons First National Corporation (NASDAQ: SFNC), a publicly traded bank holding company headquartered in Arkansas. Founded as a community bank, Simmons Bank has grown steadily to its current size of $28 billion in assets, with more than 3,000 associates located in Arkansas, Kansas, Missouri, Oklahoma, Tennessee and Texas. Our growth has led to some amazing career opportunities, while our dynamic culture has been recognized by publications across our footprint. Parallel to our growth, Simmons Bank’s community roots run deep – these are felt in the ways we seek to go the extra mile for our customers and communities through exceptional service and volunteerism, and in the strong career growth opportunities and wellness programs we offer associates. Our team is characterized by collaboration, integrity and passion for all we do, high performance, and a commitment to personal and professional growth. If these cornerstones of company culture appeal to you, let’s talk! There’s never been a better time to join our team.