Customer Experience Banker

Job Description:Customer Experience Banker

As a Customer Experience Banker (CEB), you will build, expand, and maintain strong client relationships while providing an outstanding customer experience. You will assess clients’ financial needs, provide guidance on bank products and services, and support branch goals. Customer Experience Bankers engage in marketing Simmons solutions through branch interactions, client calls, business visits, and networking events. All CEB positions receive comprehensive training on products, services, consultative conversations, and operational tools required for the role.

Main Tasks and Obligations:

• Educate and advise clients on the bank’s full suite of services, including branch offerings, digital tools, and partner resources.
• Support personal and branch goals through in-person and outbound interactions, providing solutions and recommendations based on client needs.
• Assist with opening and closing accounts, helping clients select appropriate accounts, performing account reviews, and ensuring BSA and CIP compliance.
• Facilitate consumer loan requests: collect applications, maintain knowledge of loan policies, and assist in monitoring branch loan balances.
• Identify customer needs and direct them to specialized teams, such as Relationship Bankers, mortgage advisors, and business banking professionals.
• Maintain high levels of client satisfaction by delivering professional, attentive, and solution-oriented service.
• Ensure departmental documentation and operations comply with laws, regulations, policies, and procedures; complete required compliance training.
• Process customer requests and transactions accurately while engaging in meaningful conversations to recommend appropriate solutions.
• Perform additional duties as assigned by branch leadership.

Qualifications:

• Ability to communicate effectively and positively influence clients and team members in individual and small group settings.
• Team-oriented mindset to serve customers in a dynamic, fast-paced banking environment.
• Lead and guide branch staff according to standard procedures in the absence of branch leadership.

Education and/or Experience:

• HS Diploma/GED required.
• One year of frontline customer service experience with goal-oriented performance.

Computer Skills:

• Proficiency with MS Office programs.
• Use social media and digital tools to enhance brand visibility and market knowledge.

Other Qualifications:

• Occasional travel for meetings, training, or branch conversions/acquisitions; minimal overnight or out-of-town travel required.
• Ability to provide guidance and support to other banking professionals in the market.

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