Relationship Banker II
Simmons Bank
Job Overview As a Relationship Banker (RB) you will build, expand, and retain client relationships while delivering an exceptional client experience. You will assess financial needs and provide solutions through bank products and services to help clients achieve their goals. Essential Duties and Responsibilities Recommend the full scope of bank resources, including in‑branch services, digital capabilities, and business partner resources. Achieve individual goals through in‑person and outbound calling activities, sharing valued solutions via a needs‑based philosophy. Open and close accounts, assist customers with appropriate account selection, conduct research, and comply with BSA and CIP requirements. Facilitate consumer loan requests, maintain knowledge of loan policies, and assist with the branch’s consumer loan portfolio. Uncover needs and refer customers to partner‑centric teams (small business, corporate, institutional, mortgage, and financial advisors). Maintain a high level of client satisfaction by engaging customers and ensuring an optimal experience. Ensure all departmental documents and activities comply with laws, regulations, policies, and procedures, including required compliance training. Process customer requests and transactions accurately and professionally, engaging in genuine conversation to identify needs and recommend solutions. Perform additional duties as assigned. Qualifications High School diploma or GED. Two years of customer‑facing, goal‑oriented experience. Ability to effectively motivate and present information to customers and employees. Team‑centric approach, coaching and leading the branch team in the absence of an AFCM. Computer skills: MS Office, social media platforms. Registration with the National Mortgage Licensing System and Registry (NMLS) or ability to obtain an NMLS license after employment. Other Qualifications Occasional travel for meetings, training, bank conversion, and acquisition support. Support and guidance at other banking institutions within the market. Physical ability to perform required tasks as specified by the role. Equal Employment Opportunity 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. #J-18808-Ljbffr
- ...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 be responsible for building, expanding, and retaining existing client relationships while providing an exceptional...SuggestedNight shift
$20.55 - $25.05 per hour
...learn, to connect with others, and build relationships with the people around you. You’ll have... ...competencies.)**About This Job**Our Personal Bankers are personable, goal-oriented, and have... ...Personal Banker I or a Personal Banker II, depending on experience and education.*...SuggestedHourly payShift work- ...the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...SuggestedWork at officeShift workWeekend workDay shift
$20 - $24.5 per hour
...Summary Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our... ...Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial...SuggestedHourly payFull timeTemporary workWork at office- ...RadNet, Inc. is looking for an enthusiastic Personal Banker in Chesterfield, Missouri, who will foster relationships with clients and provide banking services to help achieve their financial goals. Ideal candidates should possess strong communication skills and have a...SuggestedFull time
$50k
...opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources... .... This compensation range is for the Financial Advisor I & II job and contemplates a wide range of factors that are considered...Full timeShift work- ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear...
- Engage with clients to understand their financial goals, aspirations, and concerns Develop comprehensive financial plans that include investments, insurance, and retirement Recommend and implement insurance strategies to protect clients' assets and income Monitor clients...Visa sponsorship
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$20 - $21 per hour
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...Local areaFlexible hoursAfternoon shift- ...PNC is seeking a Personal Banker for its Eureka, MO branch. This role focuses on acquiring and deepening customer relationships through proactive sales and improved customer experience. The ideal candidate should have at least 3 years of banking experience, strong communication...
$61k - $119k
...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual receive guidance and resources to build a financial planning practice. Students from diverse academic backgrounds begin developing their own practice while engaging local and nationwide...Full timeFor contractorsInternshipLocal area- ...Bankers Life in Missouri is seeking motivated individuals to join as insurance sales representatives. You will work one-on-one with... ...tailor insurance and financial solutions, building meaningful relationships and a career you can be proud of. We provide licensing coursework...
$61k - $119k
...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Work at office- ...support, protection strategies, and exceptional client service with a culture that values ambition, collaboration, and long-term relationships. The Role: We are seeking an Experienced Financial Advisor with a track record of building relationships, generating business,...
- ...motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. About the Role As a Financial Planner , youll work closely with clients to help them achieve their financial goals....Temporary workWork experience placementWork at office
- ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
$61k - $250k
...extensive training support. Ideal candidates have a Bachelor’s degree and entrepreneurial ambitions, along with a proven success in relationship-building. The position comes with competitive pay ranging from $61K to $250K annually based on performance. #J-18808-Ljbffr...- ...prospecting, event support, and outreach initiatives Learn how advisors build trust, generate opportunities, and create long-term relationships Support marketing, networking, or client appreciation efforts as needed Professional Development Receive mentorship from...Full timeInternship
- ...with Christian values. You will build and lead a personal practice, connect clients with Thrivent programs, and nurture long-term relationships across generations while marketing your services in your community. On onboarding, you’ll receive training and licensing support...
- ...and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working...Full timePart timeWork at officeLocal area
- ...Representative (AFR) specializes in client service and supporting the financial advisor as they focus on building their practice and client relationships. An AFR also ensures the continuation of an efficient, effective, and organized office. This individual is a liaison between the...Full timeTemporary workWork at officeHome office
- • Engage with clients to understand their financial goals, aspirations, and concerns • Develop comprehensive financial plans that include investments, insurance, and retirement • Recommend and implement insurance strategies to protect clients' assets and income • Monitor...Visa sponsorship
- Position Summary This designation is used to identify those tellers that serve primarily as tellers but are also cross trained to do new accounts work. They will occasionally cover the new accounts area, but their primary duty is supporting the teller line. Individuals...Work at office
- Financial Advisor First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one‑on‑one coaching with military families. We embrace time‑tested financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...business units for traditional and non-traditional banking products and services. Provides superior service to customers. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy...Bank staffWork at office
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...The Universal Banker is responsible for delivering exceptional customer experience by supporting both teller transactions and personal... ...products and services. This position plays a key role in relationship building and is accountable for achieving referral goals that...
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