Banking Consultant

Job Description:Banking Consultant

As a Banking Consultant, you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Banking Consultants 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.It is expected that Banking Consultants are professional and positive Simmons Ambassadors while meeting and exceeding client expectations. All Banking Consultant positions will receive standardized training on requisite products, services, needs-based conversations, and tools necessary to perform the role.

Main Tasks and Obligations:

• Make customers aware of and recommend the bank's comprehensive range of resources, including in-person branch services, digital platforms, and partner-provided resources
• Achieve personal goals through the appropriate levels of in-person and outbound calling engagements that allow sharing solutions and recommendations based on a needs-focused philosophy
• Manage all account functions, including opening and closing accounts, assisting customers in selecting accounts, conducting account inquiries, and ensuring compliance with BSA and CIP regulations
• Assist with consumer loan requests: request loan applications, maintain knowledge of loan guidelines, and support consumer loan portfolios within the branch network
• Identify customer needs and direct them to a partner-centric team that serves small businesses, corporate clients, institutions, mortgage advisors, and financial experts
• Maintain high customer satisfaction levels by actively engaging clients and ensuring an exceptional customer service experience
• Ensure all departmental documents and operations comply with applicable laws, regulations, policies, and procedures, including completion of required compliance training
• Deliver excellent customer service by processing requests and transactions accurately and professionally, engaging in meaningful conversations to identify customer needs and offer appropriate recommendations
• Perform additional responsibilities and tasks as assigned

Qualifications:

• Ability to effectively motivate and communicate information in one-on-one and small group settings with customers, clients, and internal employees
• Adopt a team-focused mindset to provide excellent service in a fast-paced and evolving banking environment
• Supervise and guide branch staff according to established protocols and procedures in the AFCM's absence

Education And/Or Experience:

• HS Diploma/GED
• One year of customer-facing experience with focus on achieving goals
• Registration with the National Mortgage Licensing System and Registry (NMLS) is required
• Obtain an NMLS license after employment. Please refer to (mortgage.nationalwidelicensing.org) for more information

Computer Skills:

• Proficiency in MS Office programs
• Utilize social media platforms to enhance brand visibility and gather market intelligence

Other Qualifications:

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

Equal Employment Opportunity:

Simmons First National Corporation and its subsidiaries are committed to providing equal employment opportunities for all individuals, without regard to 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 Simmons Bank: Simmons Bank is a regional community bank offering comprehensive financial services to meet the unique needs of its customers. We empower associates to be trusted advisors while delivering the resources of a traditional bank supported by innovative technology, guiding customers through every stage of their financial journey with choice, flexibility, and exceptional service.

Apply Now