Top 105 Client advisor Jobs in Springfield, Mo

Senior Relationship Banker
Simmons Bank —Springfield, MO
- Full-time
- Management
- Computer literacy
- Research
Quick Apply
Hands-On Accounting Manager – High Growth, Multi-Entity Organization – Excellent Benefits + Lucrativ
Elevate Search Partners —Springfield, MO
- $85,000 - $105,000 a year
- Full-time
- Office
- In-person
- Senior level
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Wealth Management Trainee (MO)
Bankers Life —Springfield, MO
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Financial Representative
Northwestern Mutual —Springfield, MO
- $52,000 - $162,000 a year
- Full-time
- Hospitality
- Sales
- Office
- Paid training
- Health savings account
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Relationship Banker I
Simmons Bank —Springfield, MO
- Full-time
- Computer literacy
- Research
- Office
Quick Apply
Staff Accountant
BRS CPAs & Advisors —Springfield, MO
- $52,757 - $55,880 a year
- Full-time
- Mid-level
- Office
- Accounting
- Paid training
- Paid holidays
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B2B Sales Representative
Brick House Agency Inc. —Missouri
- $80,000 - $135,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
- Flexible schedule
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13d
Payer Contracting Specialist
Medical Consulting Group, LLC —Springfield, MO
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Paid holidays
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3h
Life Insurance Advisor (W2) Remote
Insurance Supermarket Inc. —Missouri
- $38,500 - $160,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Dental insurance
Beauty Advisor - Part Time
Sephora —Springfield, MO
- $16.60 - $19.30 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Fair chance
- Health insurance
Part-Time Beauty Advisor - Sephora
KOHLS —Springfield, MO
- From $15.55 an hour
- Part-time
- Writing skills
- Communication skills
- Entry level
Branch Office Administrator
Edward Jones —Springfield, MO
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
Key Account Manager - Sporting Goods & Apparel
Outform Group —Springfield, MO
- $120,000 - $155,000 a year
- Remote
- Marketing
- 5 years
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Private Client Advisor Associate
Commerce Bank —Springfield, MO
- $23.80 - $27.65 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Relationship Banker II
Simmons Bank —Springfield, MO
- Full-time
- Computer literacy
- Research
- Mid-level
Quick Apply
13d
Wealth Advisor
WealthBridge Financial Group —Springfield, MO
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Insurance Agent - Springfield, MO
COUNTRY Financial —Springfield, MO
- Full-time
- Mid-level
- Office
- Bachelor's degree
Account Executive
Mobile Communications America Inc —Springfield, MO
- Full-time
- Remote
- Mid-level
- 3 years
- Bachelor's degree
- Paid holidays
- Health insurance
Business Strategy Senior Advisor
Jack Henry & Associates —Springfield, MO
- Full-time
- Hybrid work
- PMP
- 8 years
- Analysis skills
Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market
Bank of America —Springfield, MO
- Full-time
- Background check
- Microsoft Excel
- Computer literacy

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client advisor jobs near springfield, mo

Senior Relationship Banker

Simmons Bank
Springfield, MO

Quick Apply

Job Details

Full-time

Qualifications

Management
Team leadership
Coaching
Presentations for conferences or internal meetings
High school diploma or GED
Team development
Social media platforms
Team training
Leading team collaboration initiatives
Productivity software
Delegation

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.

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. The positions will be goaled with an increase in revenue expectation per position from RB I, to RB II, and then Sr RB. The Sr RB will also serve as a liaison for operational items with strong delegation skills.

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); coach staff(s) (applies only to Sr RB in the absence of an AFCM) to sell and handle consumer loan requests in an effective manner
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

Met or exceeded individual goals for the most recent 3 of 4 quarters
Regularly conduct team kickoff and meetings with guidance of branch leadership
Assume the role of SME (Subject Matter Expert) in branch as related to all product and services offerings Work jointly with branch leadership in guiding and reinforcing training with all junior associates
Under the direction of Financial Center Manager, coach transactional associates toward conversation starters and improved referrals

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

client advisor jobs in springfield, mo

Senior Relationship Banker

Hands-On Accounting Manager – High Growth, Multi-Entity Organization – Excellent Benefits + Lucrativ

Wealth Management Trainee (MO)

Financial Representative

Relationship Banker I

Staff Accountant

B2B Sales Representative

Payer Contracting Specialist

Life Insurance Advisor (W2) Remote

Beauty Advisor - Part Time

Part-Time Beauty Advisor - Sephora

Branch Office Administrator

Key Account Manager - Sporting Goods & Apparel

Private Client Advisor Associate

Relationship Banker II

Wealth Advisor

Insurance Agent - Springfield, MO

Account Executive

Business Strategy Senior Advisor

Merrill Advisor Development Program- Financial Advisor: Greater Kansas City Market

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