Relationship Banker I
On-siteFort Worth, Texas, United States
Fort Worth, Texas, United StatesOn-siteFull TimeSenior LevelLarge
Full TimeSenior LevelLarge
Job Summary
Build and retain client relationships by assessing financial needs and offering solutions through products and services. Conduct outbound calling, business visits, and networking events to market Simmons solutions while opening and closing accounts. Facilitate consumer loan requests, maintain portfolio knowledge, and refer customers to partner teams for mortgage and financial advice. Ensure compliance with BSA, CIP, and regulatory requirements while processing transactions and resolving problems. Achieve individual and branch goals through needs-based conversations and daily interactions.
Required Qualifications
- HS Diploma/GED
- One year customer-facing and goal-oriented experience
- Registration with the National Mortgage Licensing System and Registry (NMLS) or an NMLS license after employment
- Ability to effectively motivate and present information in one-on-one and small group situations
- Embrace a team-centric approach
- Ability to coach and lead the branch team according to process and protocol in the absence of an AFCM
- Ability to perform 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
Desired Qualifications
- MS Office programs
- Understanding and utilization of social media platforms to help share brand awareness and obtain market knowledge
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