Relationship Banker I
Simmons Bank
Relationship BankerIt'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 be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Relationship Bankers will be experts in marketing Simmons solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, 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 also assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. It is expected that Relationship Bankers are professional and positive Simmons Ambassadors while meeting and exceeding our client's expectations. All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role.Essential Duties and ResponsibilitiesResponsible to share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resourcesEnsure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophyPerform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirementsFacilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)' consumer loan portfolio(s)Uncover needs and refer customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisorsMaintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experienceEnsures 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.Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutionsPerforms other duties and responsibilities as assignedQualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability required.SkillsAbility to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organizationEmbrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environmentCoach and lead the branch team according to process and protocol in the absence of an AFCMEducation and/or ExperienceHS Diploma/GEDOne year customer-facing and goal-oriented experienceThis position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/orObtain an NMLS license after employment. Please refer to ( for more informationComputer SkillsMS Office programsUnderstand and utilize social media platforms to help share brand awareness and obtain market knowledgeOther Qualifications (including physical requirements)Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town)Ability to provide support and guidance at other banking institutions within the marketEqual 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.
$20 - $24.95 per hour
...associates first as we continue to fulfill our mission - People helping people find financial solutions for life. Job Title: Relationship Banker The Relationship Banker will primarily focus on product sales and exceptional customer service. The associate develops new...SuggestedHourly payMonday to FridayNight shift- ...thriving in a continually changing environment Critical thinking skills Your Role: In this role, you will build professional relationships with customers and promote a positive, helpful and friendly team environment. You will utilize your knowledge of consumer...SuggestedFull time
- ...involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with...SuggestedWork experience placementWork at officeFlexible hoursAfternoon shift
$19 - $22 per hour
About the Role The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client... ...Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate...SuggestedLocal areaImmediate 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 for...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$47.89k
...arrest pending adjudication or adverse financial history information alone shall not disqualify an applicant in the absence of a relationship to the requirements of the position. Background check information will be used in a confidential, non-discriminatory manner...InternshipWork at officeLocal areaImmediate startVisa sponsorshipFlexible hoursShift workDay shift$100k
...Lukas Total Wealth is an independently owned Registered Investment Advisory firm in North Little Rock, Arkansas. We're hiring a Relationship Advisor to serve as the primary advisor for a portion of our established client base: families who are already here, already planning...Full timeWork at office$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$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...facing/advisory or operations-focused roles as the firm continues to grow. Duties will include : Build and maintain client relationships by addressing inquiries and supporting financial advisors Assist in preparing financial plans Facilitate fund transfers,...Permanent employment
- ...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...
$65k - $85k
...blends in-depth planning support, operational excellence, and high-touch client service. What You’ll Do Client Service & Relationship Management - Build and maintain professional relationships with clients. - Handle account inquiries and escalate as needed....Full timePrivate practiceWork at officeMonday to Friday$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...For contractorsWork at office- ...serving mass-affluent and high-net-worth clients, you'll: Manage assigned books, deliver holistic financial plans, and grow relationships using our proven service process and tech stack. Service assigned client relationships, helping them achieve goals through proactive...Work at office
- ...individualized financial plans Make recommendations around a variety of financial products and services Network and develop relationships to create a strong client base Seek out opportunities to make presentations, provide education, and sell services Maintain...Flexible hours
$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- ...business by meeting prospective clients Working with clients on their investment and insurance planning Networking to create new relationships in your Market Access to continuing education to develop your skills in an ever-evolving industry Infinite potential for...Work at officeLocal area
- ...business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with Modern Woodmen members while simultaneously establishing the foundation for their own financial practice. About the Role...Work at officeLocal area
- ...clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications... ...of industry experience Strong understanding of the investment business Excellent interpersonal skills #J-18808-Ljbffr Bankers Life
$1,500 per month
...expectations by creating a remarkable customer experience daily. Our associates are relationship-builders who work to understand our customers' needs. $1,500 New Hire Sign-On Bonus - UNIVERSAL BANKER FLOAT Position: Full-Time Universal Banker Float Location: Central...Full timeRelocationRelocation packageFlexible hoursShift work- ...Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral...Full timeMonday to Friday
$18.39 - $28.51 per hour
Remote States: AL, AR, FL, GA, KS, KY, MD, MI, MO, MS, NC, OH, SC, TN, TX, VA, WV The Patient Financial Clearance Representative Senior demonstrates strong customer service orientation while handling all business functions in an assigned area to secure the appropriate...Work experience placementWork at officeRemote work$16 - $18 per hour
Job Responsibilities : Greet customers using our Interactive Teller Machines. Process transactions in a courteous, efficient and accurate manner within established policies, procedures and guidelines of First Security. DESIRED KNOWLEDGE, SKILLS, & ABILITIES Excellent ...Work at office- ...energetic, and team-oriented individual to join our team as a Retail Banker! If you are passionate about serving our Arkansas communities... ...exceptional service. Establish positive and productive work relationships that provide honest feedback that generates trust. PHYSICAL...Work at officeLocal areaMonday to FridayNight shift
- The Universal Banker delivers exceptional client service while supporting the branch teams and bankers in providing a seamless banking... ...with branch teammates and bankers to strengthen client relationships, support daily operations, and contribute to overall branch success...
$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$77.1k - $100.2k
Ohio, USA United States Full time R2026-1317 We believe in the power and joy of learning At Cengage, our employees have a direct impact in helping learners around the world discover the power and joy of learning. We are bonded by our shared purpose - driving...Full timeLive inLocal areaWorldwide- ...commercial and business banking. The role partners with commercial bankers to perform independent analysis of creditworthiness, prepare... ...and analysis of new loan requests and existing credit relationships. ~ Submit credit approval documents and write-ups to appropriate...
$140k - $175k
Job Description Job Description Pay: $140,000.00 - $175,000.00 per year Why This Is a Great Opportunity Take ownership of the day-to-day financial operations for a growing private investment platform. Work closely with senior leadership, including the CFO...Work at office- ...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 FridayFlexible hoursShift workDay shift
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