Senior Relationship Banker
On-siteDurant, Oklahoma, United States
Job Summary
Build and retain client relationships by assessing financial needs and offering solutions through bank products and services. Conduct daily interactions, outbound calling, business visits, and networking events to market Simmons solutions and exceed individual revenue goals. Facilitate account openings and closings, process transactions, and assist with consumer loan requests while ensuring compliance with BSA and CIP requirements. Serve as a liaison for operational items, coach staff on selling loan requests, and refer customers to partner teams for small business, corporate, and mortgage needs. Maintain high client satisfaction by engaging customers and recommending optimal solutions through a needs-based philosophy.
Required Qualifications
- HS Diploma/GED
- Two years customer-facing and goal-oriented experience
- Registration with the National Mortgage Licensing System and Registry (NMLS) or an NMLS license obtained after employment
- Ability to effectively motivate and present information in one-on-one and small group situations
- Embrace a team centric approach
- Met or exceeded individual goals for the most recent 3 of 4 quarters
- Ability to conduct team kickoff and meetings with guidance of branch leadership
- Ability to assume the role of Subject Matter Expert (SME) in branch related to all product and services offerings
- Ability to work jointly with branch leadership in guiding and reinforcing training with all junior associates
- Ability to coach transactional associates toward conversation starters and improved referrals
- Ability to perform all functions related to opening and closing accounts
- Ability to perform research of customers' accounts
- Ability to comply with BSA and CIP requirements
- Ability to solicit loan requests
- Knowledge of loan policies and procedures
- Ability to assist with branch(es)' consumer loan portfolio(s)
- Ability to coach staff(s) to sell and handle consumer loan requests in an effective manner
- Ability to uncover needs and refer customers to a partner centric team
- Ability to engage customers and ensure optimal customer experience
- Ability to perform departmental documents and activities in compliance with applicable laws, regulations, policies and procedures
- Ability to complete required compliance training
- Ability to process customer requests and transactions in a positive, accurate and professional manner
- Ability to engage in a genuine conversation to help identify needs and recommend solutions
- Ability to share and recommend the bank's full scope of resources with customers
- Ability to perform required levels of in person and outbound calling activities
- Ability to perform other duties and responsibilities as assigned
- Ability to provide support and guidance at other banking institutions within the market
Desired Qualifications
- Ability to utilize social media platforms to help share brand awareness and obtain market knowledge
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