Relationship Banker II
On-siteWentzville, Missouri, United States
Job Summary
Build and retain client relationships by assessing financial needs and offering solutions through products and services. Execute daily outbound calling, business visits, and networking events to market Simmons solutions and meet established individual and branch goals. Facilitate consumer loan requests, maintain loan portfolio knowledge, and assist with account service, maintenance, and transactional needs. Ensure full compliance with BSA, CIP, and applicable laws while sharing the bank's scope of resources including digital capabilities and business partners. Engage customers to uncover needs and refer them to specialized partners for mortgage and financial advisory services.
Required Qualifications
- HS Diploma/GED
- Two years customer-facing and goal-oriented experience
- Registration with the National Mortgage Licensing System and Registry (NMLS) or ability to obtain 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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