Senior Relationship Banker - Southern Dallas, TX
- Dallas, United States
- Senior Level
- Posted
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
Requirements
- 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.
- 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
- 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
MS Office programs
- Understand and utilize social media platforms to help share brand awareness and obtain market knowledge
- 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.
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