Financial Drifter

Financial Drifter

Job Description:

As a Floating Relationship Banker (FRB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. FRBs provide expert financial solutions to current and prospective clients by assessing their needs and offering solutions through bank products and services to help clients achieve their financial goals. FRBs are experts in promoting Simmons solutions through daily interactions, outbound calls, client visits, networking events, and periodic 'At Work' events. FRBs are expected to meet or exceed individual and branch goals. You may also assist clients with account service, teller transactions, problem resolution, and other banking activities. All positions receive training on the required products, services, needs-based conversations, and tools necessary for the role.

Key Functions and Responsibilities:

• Inform and advise clients on the full range of resources offered by the bank, including in-branch services, digital capabilities, and strategic business partnerships.
• Support the achievement of personal goals through in-person and outbound calls to provide solutions and recommendations using a needs-based approach.
• Manage all duties related to opening and closing accounts, assisting clients in selecting appropriate accounts, reviewing account information, and complying with BSA and CIP requirements.
• Assist with consumer loan applications: solicit loan requests, remain informed on loan policies and procedures, and help manage consumer loan accounts across the branch network.
• Identify client needs and refer them to a partner-focused team serving small businesses, corporate clients, financial advisors, and mortgage professionals.
• Ensure high customer satisfaction through active engagement and exceptional customer service.
• Ensure all departmental tasks and documentation comply with relevant laws, regulations, policies, and procedures, including completing required compliance training.
• Respond to customer inquiries and process transactions professionally, engaging in authentic conversations to understand client needs and offer solutions.
• Perform additional assignments as required.

Qualifications:

• Ability to motivate and communicate effectively in one-on-one and small group settings with customers, clients, and colleagues.
• Adopt a team-centered approach to support clients in a fast-paced banking environment.
• Guide and coach branch staff according to established protocols and procedures in the absence of the AFCM.

Education And/Or Experience:

• HS Diploma/GED
• 12 months of customer-facing experience focused on goal achievement
• Registration with the National Mortgage Licensing System and Registry (NMLS) is required

Computer Skills:

• Proficiency in MS Office programs
• Use social media effectively to increase brand visibility and market intelligence

Other Qualifications:

• Occasional travel for meetings, training sessions, and assisting with bank conversions or acquisitions, with minimal overnight or out-of-town requirements
• Ability to provide guidance and support to other financial institutions in the market

Equal Employment Opportunity:

Simmons First National Corporation and its subsidiaries are committed to equal employment opportunities regardless of race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability, or any other legally protected classification.

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