Banking Associate

Banking Associate

Job Description:

Relationship Bankers can advance their careers by pursuing certifications, gaining relevant experience, and expanding their knowledge of financial products and services.

As a Banking Associate, you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Banking Associates will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals.All Banking Associate positions will receive standardized training on all necessary products, services, needs-based conversations, and tools essential to perform the role.

Key Functions and Responsibilities:

• Inform and advise customers about the bank's full range of services, including in-branch services, digital tools, and resources offered by business partners
• Achieve personal goals through appropriate levels of in-person and outbound calls, providing valuable solutions and recommendations based on a needs-driven approach
• Handle all duties related to account openings and closings, assisting clients in choosing appropriate accounts, researching customer accounts, and ensuring BSA and CIP compliance
• Assist with consumer loan applications: facilitate loan requests, stay informed about loan procedures and policies, and help manage consumer loan portfolios at branch(es)
• Identify customer needs and refer them to a partner-focused team serving small businesses, corporate clients, institutions, mortgage advisors, and financial experts
• Maintain high levels of customer satisfaction by actively engaging with clients and delivering an exceptional customer experience
• Ensure all departmental documentation and activities comply with laws, regulations, policies, and procedures for this role, including completion of required compliance training
• Process customer requests and transactions professionally, engaging in meaningful conversations to identify needs and provide suitable solutions
• Perform additional duties and responsibilities as assigned

Qualifications:

• Ability to motivate and communicate effectively in one-on-one and small group situations with customers, clients, and colleagues
• Adopt a unified team-centric approach to serve customers in a fast-paced banking environment
• Supervise and guide the branch team according to standard protocols in the absence of the AFCM

Education And/Or Experience:

• High School Diploma/GED
• One year of customer-facing experience with a goal-oriented approach
• Registration with the National Mortgage Licensing System and Registry (NMLS) is required

Computer Skills:

• Proficiency in MS Office programs
• Leverage social media platforms to increase brand visibility and gather market insights

Other Qualifications:

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

Equal Employment Opportunity:

Simmons First National Corporation and its subsidiaries are committed to providing equal employment opportunities to all individuals without discrimination based on race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability, or any other legally protected status.

About the Company:

Simmons Bank is a dynamic regional community bank with comprehensive financial capabilities to meet the diverse needs of our customers. We empower our associates to act as trusted advisors while providing the resources of a traditional bank enhanced with innovative technology. Our mission is to guide customers through every financial life stage with flexibility, choice, and a focus on exceptional service.

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