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
- ...Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well‑being. Utilizing proactive sales/service...SuggestedNight shift
- ...clients to solutions that meet the financial goals Executing the bank's risk culture and striving for operational excellence Building relationships with clients to meet financial needs Following established processes and guidelines in daily activities to do what is right for...SuggestedFlexible hoursWeekend work
- ## Relationship Banker Business SpecialistApplylocations: TX - Sugar Land (77478)time type: Full timeposted on: Posted Todayjob requisition id: R220476# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve...SuggestedWork experience placementWork at officeShift work
- ## Relationship Banker Business SpecialistApplylocations: TX - Sugar Land (77478)time type: Full timeposted on: Posted Todayjob requisition id: R220476# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...passion and customer focus to the business. Position Summary The Personal Banker is responsible for providing support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. The role is...SuggestedHourly payFull timeContract workWork at officeShift work
- ...Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs,...Temporary workWork experience placementImmediate start
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Local area
- ...compensation. You will conduct virtual retirement consultations, educate clients on retirement outlook, present tailored solutions, and build lasting client relationships. A life insurance license and strong communication skills are required; self‑motivated #J-18808-Ljbffr...Remote work
- ...Fidelity in Sugar Land, TX is seeking a Vice President, Wealth Planner, focusing on building meaningful relationships with clients through personalized financial strategies. This role requires significant experience in financial services and a proven track record in client...
- ...where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Temporary workMonday to FridayShift workDay shift
- ...goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Candidates should possess Financial Advisory skills to provide objective, client‑centered guidance and build long‑term advisory relationships. Strong analytical, communication, and interpersonal skills, with the ability to explain complex concepts clearly and maintain client...Full time
- ...Grow Relationships. Build Deposits. Fund Businesses. Strengthen Communities. Are you a relationship-builder who thrives on connecting with business owners, uncovering opportunities, and delivering financial solutions that help companies succeed? Do you enjoy balancing...Full timeLocal area
- Location Texas - Missouri City, HWY 6-0118 Responsibilities Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. Processing transactions, opening accounts, and performing account maintenance...Full time
- ...degree of autonomy as well as collaboration within the assigned facility(s) and the broader complex organization to build effective relationships and establish credibility with staff, senior management, physicians, patients and visitors in order to advance the risk...
- ...Bancshares, Inc. in Texas Bellaire is seeking a Customer Experience Banker Non NMLS to serve walk-in customers as a Financial Concierge,... ...outstanding service. You will proactively grow customer relationships through a disciplined sales process, educate customers on products...
- ...comprehend and apply financial knowledge and insights to make informed decisions. It’s the understanding of the financial effects and relationships of various aspects of your business Strategic Planning: Strategic planning is an organization’s process of defining its strategy...Permanent employmentContract workFor contractorsWork experience placementVisa sponsorshipRelocation package
- Diamond Infrastructure Solutions is seeking a Portfolio Manager to influence the Energy business by supporting Tenant contracts, shaping new Tenant opportunities, and helping define strategy for Diamond’s energy services and assets. The role coordinates between Business...Contract work
- ...Mortgage Banker Bellaire, TX, US, 77401 Req ID: 77957 Location: Bellaire -BELL Areas of Interest: Mortgage Banking Pay Transparency... ...Financial products at the right time. To achieve this, you build relationships, both externally in your market and throughout the bank. You'...Minimum wageWork at officeLocal area
- ...performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists... ...a high level of customer satisfaction. The Universal Banker I position responsibilities include teller operations and some...Bank staffWork at officeNight shift
- ...Ownership Plan is the largest shareholder.We focus on building relationships and discovering opportunities to better serve our communities... ...the largest employee-owned bank in the country! Our Retail Bankers are the face of our organization and are critical in caring for...Full timeLocal area
- ...employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost...Part time
- ...into one of the top 10% producing agencies in the area. Our office is family-oriented, connected, and known for building strong relationships with one another and with our customers. We offer PTO, a health insurance stipend, access to a professional money manager, and a...Work at officeFlexible hours
$40k - $60k
Responsive Recruiter Kevin Patton - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services...For contractorsWork at office- ...external facing materials Assist in managing inbound investors and analyst inquiries; ensure timely, accurate responses Manage relationships with and ensure consistent messaging to key stakeholders including retail investors, buy-side and sell-side analysts, credit rating...Work at officeRemote workWorldwide2 days per week
$87.7k - $100.1k
...ManagerAre you ready to lead from the front line of a top 10 bank? Do you thrive in a high-visibility environment where your strategic relationship-building translates directly into innovative risk solutions? As a Senior Risk Associate at Capital One, you won't just monitor...Full timePart timeLocal area- ...appropriate solutions Manage your pipeline, appointments, and follow-up activities in a remote environment Build trust-based client relationships through honest communication and service Participate in ongoing training, coaching, and professional development...Permanent employmentFor contractorsCurrently hiringRemote workFlexible hours
$50k - $75k
...upon helping clients pay less tax and not outlive their money. Position Duties and Responsibilities: · Maintain ongoing relationships with existing clients · Process new account paperwork. · Process distributions, Roth conversions, and other transactions....Full timeWork at office
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