Floating Personal Banker

Floating Personal Banker

Job Description:

As a Floating Personal Banker (FPB), you will be responsible for supporting multiple branch locations by building, expanding, and retaining client relationships while delivering an exceptional client experience. You will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering appropriate products and services to help clients achieve their current and future financial goals. Floating Personal Bankers are experts in promoting Simmons solutions through daily interactions, outbound calls, branch visits, networking events, and periodic 'At Work' events. You are expected to meet or exceed individual and branch goals while assisting clients with account servicing, teller transactions, problem resolution, and other transactional needs. All FPBs will receive comprehensive training on products, services, and needs-based conversations necessary to perform the role effectively.

Crucial Duties and Responsibilities:

• Inform and advise customers on the full suite of bank services, including in-branch offerings, digital platforms, and resources provided by business partners.
• Meet individual objectives by performing the necessary levels of face-to-face and outbound calls, sharing solutions and recommendations based on a needs-driven philosophy.
• Manage tasks related to account openings and closings, including assisting customers in selecting the right accounts, researching account details, and ensuring compliance with BSA and CIP requirements.
• Support consumer loan requests: collect loan applications, maintain knowledge of loan policies, and assist in managing consumer loan portfolios across branches.
• Identify customer needs and connect them with a partner-focused team serving small businesses, corporate partners, financial advisors, and mortgage professionals.
• Maintain a high level of client satisfaction by proactively engaging customers and ensuring they receive exceptional service.
• Ensure all departmental tasks and documentation comply with relevant laws, regulations, guidelines, and policies, including completion of mandatory compliance training.
• Accurately and professionally process customer requests and transactions, engaging in authentic conversations to understand their needs and recommend solutions.
• Perform additional duties as assigned.

Qualifications:

• Ability to effectively motivate and present information in one-on-one and small group contexts to customers, clients, and colleagues.
• Adopt a collaborative, team-focused approach to address customer needs in a fast-paced banking environment.
• Supervise and guide branch staff according to established procedures and protocols in the absence of the AFCM.

Education And/Or Experience:

• HS Diploma/GED.
• At least 1 year of customer-facing 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.
• Leverage social media platforms to enhance brand recognition and gain market insights.

Other Qualifications:

• Occasional travel for meetings, training sessions, and branch conversions or acquisitions may be required, with minimal overnight or out-of-town obligations.
• Ability to provide guidance and support to other banking institutions in the market.

About Company:

Simmons First National Corporation and its subsidiaries are committed to providing equal employment opportunities to all individuals, without regard to 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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