Floating Investment Manager

Job Description: Floating Investment Manager

Relationship Bankers can advance their careers by pursuing certifications, gaining relevant experience, and expanding their knowledge of financial products and services. As a Floating Investment Manager, you will support investment strategies, provide guidance on portfolio management, and ensure seamless client experiences while assisting Relationship Bankers in achieving their goals.

Fundamental Tasks and Obligations:

• Ensure clients are informed and advised on the full range of resources offered by the bank, including in-person services, digital tools, and strategic business partnerships.
• Achieve personal objectives by engaging in adequate face-to-face and outbound calling efforts to provide valuable solutions and recommendations through a needs-based approach.
• Handle all duties associated with initiating and finalizing accounts, assisting clients with account selection, analyzing account details, and complying with BSA and CIP regulations.
• Assist in consumer loan applications: solicit loan requests, maintain awareness of loan procedures and rules, and help manage consumer loan holdings at the branch(es).
• Identify customer needs and refer them to teams that collaborate with small business owners, corporate partners, institutional clients, mortgage professionals, and financial advisors.
• Maintain high customer satisfaction by actively engaging clients and providing an outstanding customer experience.
• Ensure all departmental tasks and documentation comply with relevant laws, regulations, policies, and procedures, including the completion of required compliance training.
• Provide excellent customer service by processing requests and transactions accurately and professionally, engaging in meaningful conversations to identify needs and offer appropriate solutions.
• Perform additional responsibilities as assigned.

Qualifications:

• Proficiency in motivating and presenting information in one-on-one and small group settings to customers, clients, and colleagues.
• Adopt a team-focused approach to support customers effectively in a rapidly changing banking environment.
• Provide leadership and direction to the branch team according to standard procedures in the absence of the AFCM.

Education and/or Experience:

• HS Diploma/GED
• One year of customer-facing experience with a strong focus on achieving objectives
• Registration with the National Mortgage Licensing System and Registry (NMLS) is required

Computer Skills:

• Proficient in MS Office programs
• Use social media platforms to enhance brand awareness and gather insights into the market

Other Qualifications:

• Occasional travel may be required for meetings, training sessions, and supporting bank conversions and acquisitions, with minimal overnight stays or out-of-town commitments
• 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 providing equal employment opportunities 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.

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