What are the responsibilities and job description for the Senior Private Banker position at Simmons bank?
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The Senior Private Banker is responsible for comprehensive management and service delivery, specifically catered to Simmons Private Banking and high-net-worth customers. Including, but not limited to, encompassing relationship oversight, new client acquisition, promotion of Private Banking consumer products, and facilitating connections with various bank departments to enhance client engagement. This position requires thorough knowledge of Private Banking offerings, while maintaining a comprehensive knowledge of Simmons Bank product lines. Key measurements of success are net new loan and deposit growth, referrals to other lines of business, and portfolio management including asset quality. This position is expected to manage a high volume and / or high complexity portfolio.
Essential Duties & Responsibilities :
- Assess potential client prospects to determine their eligibility for the Private Banking program and conduct referrals to other lines of business as needed.
- Proactively addresses potential client’s and Private Banking client’s needs through relational selling in a trusted advisor role to assist them in recognizing opportunities and risks while helping them accomplish their goals through their use of Bank’s products and services.
- Maintains high level of customer relationship and professionalism.
- Establishes and negotiates the terms under which credit will be extended including cost, risk, and profitability determining the method, schedule, and collateral requirements.
- Reviews and analyzes financial information to determine a customer’s creditworthiness.
- Works closely with representatives from other Simmons LOB that would provide a well-rounded banking relationship for our clients.
- Adheres to loan policies and procedures with complete documented files to ensure satisfactory reviews from internal and external audits.
- Become active in the community through membership in business organizations, community events and / or non-profit organizations to deepen relationships with clients and prospects.
- Ability to meet individual goals and contribute to a team-oriented environment to ensure departmental and Bank wide goals are met.
- Sets and achieves challenging goals without direct supervision and contributes to a positive team spirit.
- Achieves measures of success in relationship retention, expansion, and advocacy.
- Proactively participates in educational and development opportunities to better serve clients.
- Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures as applicable to this position, including completion of required compliance training.
- Performs other duties and responsibilities as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.
Skills
Education and / or Experience
Computer Skills
Certificates, Licenses, Registrations
Other Qualifications (including physical requirements)
Other
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.
Skills Training :
Equal Employment Opportunity Information : Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's 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.
