Floating Retail Specialist

Floating Retail Specialist

Job Summary:

As a Floating Retail Specialist (FRS), you will be responsible for supporting multiple retail branch locations, building, expanding, and maintaining client relationships while providing an exceptional client experience. You will provide financial solutions to existing and prospective clients by assessing their needs and offering appropriate bank products and services to help clients accomplish their current and future financial goals. Floating Retail Specialists are expected to meet or exceed individual and branch objectives. You may also assist clients with account servicing, teller transactions, problem resolution, and other banking tasks. All positions receive training on the required products, services, needs-based conversations, and tools necessary to perform the role effectively.

Main Tasks and Obligations:

• Acquaint and advise customers on the full suite of services offered by the bank, including in-branch services, digital tools, and resources provided by business partners.
• Achieve personal goals through the necessary levels of in-person and outbound calls to share valuable solutions and recommendations guided by a needs-focused approach.
• Manage all tasks associated with account openings and closings, including assisting customers in selecting appropriate accounts, researching account details, and complying with BSA and CIP regulations.
• Assist with consumer loan applications: solicit loan requests, maintain knowledge of loan procedures, and aid in managing consumer loan portfolios across branch locations.
• Identify customer needs and direct them to a partner-focused team working with small business owners, corporate clients, institutions, and mortgage/financial advisors.
• Maintain excellent customer satisfaction by proactively engaging clients and ensuring a high-quality customer experience.
• Ensure all departmental tasks and documentation comply with relevant laws, regulations, policies, and procedures, including completing mandatory compliance training.
• Provide professional customer service, accurately processing requests and transactions while engaging in meaningful conversations to understand and meet client needs.
• Perform additional duties as assigned.

Qualifications:

• Ability to motivate and effectively present information in one-on-one and small group settings to customers, clients, and colleagues.
• Adopt a collaborative, team-centric approach to support customers in a fast-changing banking environment.
• Lead and mentor the branch team in accordance with standard operating procedures when the AFCM is unavailable.

Education And/Or Experience:

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

Computer Skills:

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

Other Qualifications:

• Occasional travel for meetings, training sessions, and supporting bank conversions or 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 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 classifications.

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