With advancements in technology, Relationship Bankers must adapt to digital banking tools and platforms to efficiently serve customers and stay competitive in the industry. As a Floating Banker, you will support multiple branches by providing personalized banking solutions, leveraging technology to enhance the client experience.
Core Responsibilities and Duties:
Acquaint and advise customers on the complete suite of bank services, including in-branch offerings, digital tools, and resources provided by business partners.
Support the achievement of personal goals through in-person and outbound calling activities that share valuable solutions and recommendations using a needs-oriented philosophy.
Conduct all tasks related to opening and closing accounts, assist customers in selecting appropriate accounts, perform account inquiries, and ensure compliance with BSA and CIP regulations.
Assist with consumer loan applications: solicit loan requests, maintain knowledge of loan regulations and processes, and help manage consumer loan holdings across branch(es).
Identify client requirements and direct them to a partner-focused team serving small businesses, corporate partners, institutions, mortgage advisors, and financial consultants.
Maintain superior customer satisfaction by actively engaging clients and ensuring an outstanding customer experience.
Ensure all departmental paperwork and tasks comply with relevant laws, regulations, policies, and procedures, including completing required compliance training.
Conduct customer interactions professionally, processing requests and transactions while engaging in meaningful conversations to understand needs and provide suitable recommendations.
Perform additional duties and responsibilities as assigned.
Qualifications:
Ability to inspire and convey information effectively in one-on-one and small group settings with customers, clients, and colleagues.
Adopt a teamwork-focused strategy to collectively support customers in a fast-evolving banking environment.
Manage and guide branch staff according to established protocols and procedures in the AFCM's absence.
Education and/or Experience:
HS Diploma/GED
12 months of customer-focused experience emphasizing target achievement
Registration with the National Mortgage Licensing System and Registry (NMLS) is required
Computer Skills:
Proficiency in MS Office programs
Enhance brand recognition and market understanding by leveraging social media platforms effectively
Other Qualifications:
Infrequent travel for meetings, training sessions, and supporting bank conversions and acquisitions, with minimal overnight or out-of-town obligations
Ability to provide guidance and support to other financial institutions in the market
Equal Employment Opportunity:
Simmons First National Corporation and its subsidiaries strive to ensure equal employment opportunities for all individuals, regardless of race, color, religion, gender, sexual orientation, ancestry, gender identity, national origin, covered veterans, military status, physical or mental disability, or any other legally protected classifications.