Banker

LS Solutions

Cleveland (TN)

Presencial

USD 55 000 - 85 000

Tempo integral

há 6 horas
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Resumo da oferta

LS Solutions is seeking a Licensed Relationship Banker to deliver exceptional client service and deepen relationships. You will advise on banking, investments, insurance, and credit solutions while growing deposits and loans.

The role emphasizes regulatory compliance, risk management, and educating clients on digital tools. A high school diploma is required with a preference for college experience; Series 6/63 registrations are required with ongoing compliance.

Qualificações

  • Minimum 5–10 years in retail banking or financial services with proven results.
  • Bilingual skills are a plus.
  • Valid FINRA Series 6 and 63 registrations required, with ongoing compliance and possible additional licensing.
  • Pass background checks and meet regulatory requirements including S.A.F.E. Act compliance.

Responsabilidades

  • Manage and expand a client portfolio by engaging clients in person and by phone, understanding financial goals, and recommending tailored banking, investment, insurance, and credit solutions.
  • Open and service accounts, support digital banking adoption, originate credit requests, and partner with specialists for complex needs.
  • Drive growth through deposits, loans, and investments while ensuring operational excellence, compliance, and risk management.
  • Educate clients on digital tools, resolve inquiries promptly, monitor portfolios, and participate in community activities.
  • Collaborate with cross-functional teams to deliver integrated client experiences and meet shared goals.

Conhecimentos

Client relationships
Sales
Communication
Problem solving
CRM

Formação académica

High School Diploma
College degree preferred

Ferramentas

Banking systems
CRM tools

Descrição da oferta de emprego

Role:

The Licensed Relationship Banker is a trusted advisor responsible for delivering exceptional client service, deepening relationships, and driving branch growth through consultative guidance.

Key Responsibilities:

Manage and expand a client portfolio by proactively engaging clients in person and by phone, understanding their financial goals, and recommending tailored banking, investment, insurance, and credit solutions. Open and service accounts, support digital banking adoption, originate credit requests, and partner with specialists for complex needs. Drive growth through deposits, loans, and investments, while ensuring operational excellence, compliance, and risk management. Educate clients on digital tools, resolve inquiries promptly, monitor portfolios, and participate in community activities. Collaborate with cross-functional teams to deliver integrated client experiences and meet shared goals.

Qualifications & Skills:

High school diploma required; college degree or military experience preferred. Minimum 5-10 years in retail banking or financial services with proven results. Strong communication, problem-solving, and product knowledge presentation skills are essential. Proficiency in banking systems, CRM tools, and office software. Ability to learn quickly, work flexibly, and support digital initiatives. Bilingual skills are a plus. Valid FINRA Series 6 and 63 registrations required, with ongoing compliance and possible additional licensing. Must pass background checks and meet regulatory requirements, including S.A.F.E. Act compliance.

Note:

This role does not process teller transactions.

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