Relationship Banker II
Simmons Bank
Relationship Banker (RB) 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. Essential Duties and 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 that 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 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, and assist with branch consumer loan portfolio(s). 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 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. Achieve or exceed established individual and branch goals. Assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. 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 in the organization. Embrace a team‑centric approach to collectively help customers in an ever‑evolving fast‑paced banking environment. Coach and lead the branch team according to process and protocol in the absence of an AFCM. Education and/or Experience: HS Diploma/GED; Two years customer‑facing and goal‑oriented experience. Registration with the National Mortgage Licensing System and Registry (NMLS) required; obtain NMLS license after employment. 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 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. #J-18808-Ljbffr Simmons Bank
$41.51k
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Jackson TN 38305 Fed Jackson Army NG Full time R00000069880 This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service...Full timeContract workTemporary workWork experience placementWork at officeWork from homeHome office- ...Grow by helping others. Show volunteer spirit in the community. Look for self-improvement opportunities. Enjoy building long-term relationships. Credible, trustworthy and honest. Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company...Work from homeFlexible hours
$1,000 per month
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...project management skills with the ability to manage multiple deadlines and priorities. • Effective partnership-building and relationship management skills with internal and external stakeholders. • Ability to interpret and apply funder guidelines, regulations,...Local area
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