Top 350 Banking advisor Jobs in Dallas, Tx

Relationship Banker II
Simmons Bank —Dallas, TX
- Full-time
- Computer literacy
- Research
- Mid-level
Quick Apply
Client Service Account Associate
JPMorganChase —Plano, TX
- Full-time
- Mid-level
- 2 years
- Communication skills
- Health insurance
- Tuition reimbursement
2d
Merrill Advisor Development Program Financial Solutions Advisor Trainee: Forney, TX
Bank of America —Forney, TX
- Full-time
- Background check
- Office
- Bachelor's degree
Financial Solutions Advisor Registration Candidate - East Dallas Market
Bank of America —Richardson, TX
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Financial Solutions Advisor - Preston Center Financial Center
Bank of America —Dallas, TX
- Full-time
- Background check
- Writing skills
- Mid-level
5d
Recruitment Sourcing/Research Associate - Private Bank
JPMorganChase —Plano, TX
- $67,450 - $100,000 a year
- Full-time
- Mid-level
- 3 years
- Organizational skills
- Health insurance
- Tuition reimbursement
5d
Financial Solutions Advisor - NW Texas Market
Bank of America —Dallas, TX
- Full-time
- Background check
- Writing skills
- Mid-level
Virtual Financial Advisor - Dallas - Hybrid
Thrivent —Dallas, TX
- $23.80 - $26.45 an hour
- Full-time
- Hybrid work
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Compliance Advisor Manager
Capital One —Plano, TX
- Email
- 5 years
- Military
- Office
- Health insurance
1d
Insurance Sales Advisor - Warm Leads
C1 Insurance Group —Dallas, TX
- From $48,000 a year
- Full-time
- No experience needed
- Office
- Organizational skills
- Paid training
- Paid holidays
Quick Apply
Pega Lead Developer, Vice President
Citi —Irving, TX
- $125,760 - $188,640 a year
- Full-time
- 6 years
- Oracle
- Office
- Paid holidays
- Disability insurance
Financial Advisor - AI Trainer
DataAnnotation —Plano, TX
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Senior Pega Developer, AVP
Citi —Irving, TX
- $107,120 - $160,680 a year
- Full-time
- 5 years
- Office
- SQL
- Paid holidays
- Disability insurance
Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Carrollton, TX
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Head of Advisor & Branch Workspace Technology - Director
Citi —Irving, TX
- $170,000 - $300,000 a year
- Full-time
- Computer Science
- 5 years
- Office
- Paid holidays
- Disability insurance
Controller
Colleyville, TX Industrial company —Colleyville, TX
- $140,000 - $160,000 a year
- Full-time
- CPA
- 11+ years
- Office
- Health insurance
- Dental insurance
Quick Apply
5d
VP, Buy-side M&A and Ownership Transition Advisor
BMO Financial —Dallas, TX
- $102,000 - $190,000 a year
- Part-time
- 7 years
- Sales
- Office
- Health insurance
- Tuition reimbursement
Financial Advisor - AI Trainer
DataAnnotation —Dallas, TX
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Financial Representative
Northwestern Mutual —Richardson, TX
- $98,000 - $120,000 a year
- Full-time
- Hospitality
- Sales
- Business development
- Health savings account
- Disability insurance
Quick Apply
Sourcing Category Manager : Senior Advisor
Jack Henry & Associates —Allen, TX
- Extended hours
- Hybrid work
- Oracle
- 11+ years
- Office

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banking advisor jobs near dallas, tx

Relationship Banker II

Simmons Bank -
Dallas, TX

Quick Apply

Job Details

Full-time

Qualifications

Customer communication
Coaching
Microsoft Office
High school diploma or GED
Social media platforms
Team motivation (leadership skill)

Full Job Description

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.

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 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 Responsibilities

Responsible to share and recommend the banks 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 an opportunity for us to share valued solutions and recommendations via a needs-based philosophy
Perform 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 requirements
Facilitate 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 advisors
Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience
Ensures 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 solutions
Performs other duties and responsibilities as assigned

Qualifications

To 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.

Skills

Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization
Embrace a team centric approach to collectively help our 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

Education and/or Experience

HS Diploma/GED
Two years customer-facing and goal-oriented experience
This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or
Obtain an NMLS license after employment. Please refer to (http:/mortgage.nationalwidelicensing.org) for more information

Computer Skills

MS Office programs
Understand and utilize social media platforms to help share brand awareness and obtain market knowledge

Other 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 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.

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Refine Your Search

banking advisor jobs in dallas, tx

Relationship Banker II

Client Service Account Associate

Merrill Advisor Development Program Financial Solutions Advisor Trainee: Forney, TX

Financial Solutions Advisor Registration Candidate - East Dallas Market

Financial Solutions Advisor - Preston Center Financial Center

Recruitment Sourcing/Research Associate - Private Bank

Financial Solutions Advisor - NW Texas Market

Virtual Financial Advisor - Dallas - Hybrid

Compliance Advisor Manager

Insurance Sales Advisor - Warm Leads

Pega Lead Developer, Vice President

Financial Advisor - AI Trainer

Senior Pega Developer, AVP

Banking Relationship Specialist (Senior Relationship Banker)

Head of Advisor & Branch Workspace Technology - Director

Controller

VP, Buy-side M&A and Ownership Transition Advisor

Financial Advisor - AI Trainer

Financial Representative

Sourcing Category Manager : Senior Advisor

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