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Senior Relationship Banker- Bilingual; Spanish-speaking

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Simmons Bank
Full Time position
Listed on 2026-07-10
Job specializations:
  • Finance & Banking
    Bank Customer Service, Retail Banking, Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 40000 - 65000 USD Yearly USD 40000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Senior Relationship Banker- Bilingual (Spanish-speaking)

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting‑edge technology. We are passionate about guiding our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank.

As a Relationship Banker (RB), you will build, expand, and retain existing client relationships while delivering an exceptional client experience. Relationship Bankers provide expert financial solutions to existing and prospective clients, assess their financial needs, and offer solutions through bank products and services to help clients accomplish current and future financial goals. They market Simmons solutions to the existing customer base and prospects through daily interactions, outbound calling, business visits, networking events, and periodic “At Work” events.

Relationship Bankers are expected to achieve and/or exceed their established individual and branch goals. They may assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. All Relationship Banker Positions receive identical training on products, services, needs‑based conversations, and tools necessary to perform the role. Positions are goaled with an increase in revenue expectations from RB I to RB II to Sr RB.

The Sr RB also serves as a liaison for operational items with strong delegation skills.

Essential Duties and Responsibilities
  • Share and recommend the bank’s full scope of resources with customers, including traditional in‑branch services, digital capabilities, and business partner resources.
  • Ensure that individual goals are met through required levels of in‑person and outbound calling activities that provide opportunities to share valued solutions and recommendations via a needs‑based philosophy.
  • Perform all functions related to opening and closing accounts, including assisting customers with appropriate account selection, researching customer accounts, and complying with BSA and CIP requirements.
  • Facilitate consumer loan requests: solicit requests; maintain knowledge of loan policies and procedures; assist with the branch’s consumer loan portfolio; coach staff (applies only to Sr RB in the absence of an AFCM) to sell and handle requests effectively.
  • Uncover needs and refer customers to a partner‑centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors.
  • Maintain a high level of client satisfaction by engaging customers and ensuring an optimal customer experience.
  • Ensure all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures, including completion of required compliance training.
  • Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to identify needs and recommend solutions.
  • Perform other duties and responsibilities as assigned.
Skills
  • Effectively motivate and present information in one‑on‑one and small‑group situations to customers, clients, and other employees.
  • Embrace a team‑centric approach to collectively help customers in an ever‑evolving and fast‑paced banking environment.
  • Coach and lead the branch team according to process and protocol in the absence of an AFCM.
  • Met or exceeded individual goals for the most recent 3 of 4 quarters.
  • Regularly conduct team kickoff and meetings with guidance of branch leadership.
  • Assume the role of SME in all product and services offerings; work jointly with branch leadership to guide and reinforce training with junior associates.
  • Under direction of Financial Center Manager, coach transactional associates toward conversation starters and improved referrals.
Education and/or Experience
  • HS Diploma/GED.
  • Two years of customer‑facing…
Position Requirements
10+ Years work experience
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