Investment Banker

Job Title: Investment Banker

Job Description:

Essential skills for an Investment Banker include customer service orientation, attention to detail, and the ability to work in a fast-paced environment. These skills are critical for delivering exceptional financial solutions and maintaining strong client relationships.

We're committed to bringing passion and customer focus to the business. Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We empower our associates to be trusted advisors while providing the resources of a traditional bank supported by cutting-edge technology. We guide our customers through each financial life stage, respecting their choices in how they wish to bank.

Key Functions and Responsibilities:

• Educate customers about the full range of the bank's resources, including traditional in-branch services, digital features, and connections with business partners.
• Support the achievement of individual goals through adequate in-person and outbound calls, sharing solutions and recommendations using a needs-based approach.
• Manage account tasks: assist clients in selecting accounts, research customer accounts, and ensure compliance with BSA and CIP regulations.
• Facilitate consumer loan requests: collect applications, maintain knowledge of loan policies, and assist in managing consumer loan portfolios.
• Identify customer needs and refer clients to a partner-focused team serving small businesses, corporate entities, financial advisors, and mortgage professionals.
• Maintain high client satisfaction by actively engaging customers and ensuring an exceptional experience.
• Ensure all departmental activities comply with laws, regulations, policies, and procedures, including completion of required compliance training.
• Interact professionally with customers while processing requests and transactions, engaging in authentic conversations to determine their needs and offer effective solutions.
• Perform additional duties as delegated.

Qualifications:

• Ability to motivate and communicate effectively in one-on-one and small group settings with customers, clients, and colleagues.
• Embrace a collaborative team approach to meet customers' needs in a fast-paced banking environment.
• Supervise and guide branch staff according to processes and protocols in the absence of the AFCM.

Education and/or Experience:

• HS Diploma/GED
• One year of customer-facing experience with a goal-oriented focus
• Registration with the National Mortgage Licensing System and Registry (NMLS) is mandatory

Computer Skills:

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

Other Qualifications:

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

Apply Now