Relationship Banker I
Simmons Bank
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 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 account selection, performing research of customer accounts, and complying with BSA and CIP requirements. Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch consumer loan portfolio(s). Uncover customer needs and refer them to a partner‑centric team that works with small business, corporate and institutional partners, 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. Qualifications High school diploma or GED required. One year of customer‑facing and goal‑oriented experience. Ability to 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 a fast‑paced banking environment. Coach and lead the branch team according to process and protocol in the absence of an AFCM. Registration with the National Mortgage Licensing System and Registry (NMLS) required; or obtain an NMLS license after employment. Computer skills: proficiency in MS Office programs. Understanding and utilization of social media platforms to share brand awareness and obtain market knowledge. 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 market. 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. #J-18808-Ljbffr Simmons Bank
- ...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
- Simmons Bank is seeking motivated individuals for customer engagement roles in Columbia Township, Missouri. Responsibilities include assisting customers with their banking needs, processing transactions, and facilitating loan requests. Successful candidates will possess...Suggested
$35.64k
...update your information by visiting and logging into the careers section of the system. Job Description At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing...SuggestedPart timeFlexible hours- ...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
- ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to...SuggestedTemporary work
- ...customer issues exercising discretion and good judgment. Assists in sales development activities including training of staff. Conducts relationships and activities consistent with established bank policies, procedures, and systems. Must have knowledge and understanding of...Work at officeFlexible hours
$20.55 - $25.05 per hour
...opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and... ...skills, and competencies.) About This Job Our Personal Bankers are personable, goal-oriented, and have a passion for helping...Hourly payFull timeMonday to FridayShift work$20.55 - $25.05 per hour
...with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. About This Job Our Personal Bankers are personable, goal-oriented, and passionate about helping our customers improve their financial...Hourly payFull timeMonday to Friday- ...your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Full timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift
$28.85 - $33.65 per hour
...Aptitude in obtaining required industry licensesMust be self-disciplined in managing time and capacityExperience in cultivating client relationships, assessing needs and recommending solutionsSuccess creating strong peer relationships through effective communication and...Hourly payFull timeTemporary workWork at officeDay shift- ...Financial Advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective...Full timeWork at officeImmediate startShift workDay shift
$61k - $119k
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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$90.29k - $198.04k
...fit? See how many of the characteristics below match up to you: You know how to connect with people, building personal, trusted relationships. Financial planning is interesting to you. You’re a driven person who’s committed to succeeding. You’re ready to earn more for your...Full timeWork experience placement$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- Patient Financial Counselor CenterPointe Hospital of Columbia is hiring a Patient Financial Counselor at our Columbia, Missouri location. Join our team as a Patient Financial Counselor. This is a highly patient-facing role responsible for helping patients and families...
- ...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make...
$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- Overview CenterPointe Hospital of Columbia is hiring a Financial Counselor; come join our team and make a difference every day! PURPOSE STATEMENT: Responsible for accurate, timely and complete documentation regarding insurance verification, billing and collections. Responsibilities...Local area
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$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 and...Work at officeHome officeFlexible hours- ...Advisor will focus on providing comprehensive financial planning and investment guidance, develop and maintain long-term client relationships, execute growth strategies aligned with your personal vision and operate your practice with autonomy while leveraging firm resources...Full timeRemote work
- ...and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk‑in customers... ...for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending...Full timePart timeH1bWork at officeRemote workWork from homeFlexible hours
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- Description The Federal Savings Bank is hiring an entry level inside sales professional to develop as a Junior Mortgage Banker in the Columbia, MO area! We seek enthusiastic individuals ready to elevate their sales career. This position is full-time and 100% remote with...Remote jobFull time
$77k - $214k
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- ...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...
- ...responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having...Full timeWork experience placementWork at officeLocal areaDay shift
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