Portable Wealth Manager

Job Description: Portable Wealth Manager

As a Portable Wealth Manager (PWM), you will be responsible for building, expanding, and retaining client relationships while providing an exceptional client experience. PWMs provide expert financial solutions to existing and prospective clients by assessing their financial needs and recommending appropriate products and services to help clients achieve both current and future financial goals. PWMs will market Simmons solutions through daily interactions, outbound calls, client visits, networking events, and periodic 'At Work' events. PWMs are expected to meet or exceed individual and branch goals. You may also assist with account services, transaction support, problem resolution, and other banking activities. All positions receive training on products, services, needs-based conversations, and tools necessary for the role.

Main Responsibilities and Duties:

• Guide and advise clients on the bank's full range of resources, including in-branch services, digital capabilities, and support from business partners.
• Achieve personal targets through the appropriate levels of in-person meetings and outbound calls, offering solutions and recommendations using a needs-oriented approach.
• Handle duties related to opening and closing accounts, assisting clients in selecting suitable accounts, reviewing account information, and complying with BSA and CIP requirements.
• Assist with consumer loan applications: solicit loan requests, stay informed on loan policies and procedures, and support the management of consumer loan accounts across branches.
• Identify customer needs and refer them to specialized teams serving small businesses, corporate clients, institutions, mortgage advisors, and financial experts.
• Ensure high client satisfaction by actively engaging with customers and delivering an exceptional service experience.
• Ensure all departmental documents and tasks comply with relevant laws, regulations, policies, and procedures, including completing required compliance training.
• Respond to customer inquiries and process transactions in a positive and professional manner, engaging in genuine conversations to understand client needs and offer solutions.
• Perform additional duties as assigned.

Qualifications:

• Ability to motivate and present information effectively in one-on-one and small group settings with customers, clients, and colleagues.
• Adopt a team-focused approach to collectively support customers in the fast-paced banking environment.
• Supervise and guide branch staff following established protocols and procedures in the absence of the AFCM.
• HS Diploma/GED
• One year of frontline customer service experience with a goal-oriented approach
• Registration with the National Mortgage Licensing System and Registry (NMLS) is mandatory
• Proficiency in MS Office programs
• Utilize social media platforms effectively to enhance brand visibility and market insights
• Occasional travel for meetings, training, 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 within the market

Equal Employment Opportunity:

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

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