Financial Solutions & Relationship Advisor

LiveWell Homecare Agency, LLC; Smyrna (TN); On-site; USD 52,000 - 76,000; Full time

Job summary

LiveWell Homecare Agency, LLC is seeking a Relationship Banker to engage clients in consultative conversations, understand financial goals, and recommend personalized solutions. The role focuses on sales, client experience, compliance, and operational efficiency.

Responsibilities include identifying needs related to deposits and loans, providing tailored financial advice, and supporting referrals to other banking services. Excellent communication and regulatory compliance are essential.

Qualifications

• High school diploma or GED required; 5+ years of experience.
• Excellent communication, sales, and customer service skills.
• Proficiency in Microsoft Office and Salesforce.
• Bilingual skills in English and Spanish or Vietnamese preferred.
• Compliance with banking regulations and background checks required.

Responsibilities

• Engage clients proactively to identify financial needs related to deposits, loans, and referrals to other banking services.
• Provide personalized financial advice aligned with clients’ goals, utilizing comprehensive product knowledge.
• Support sales growth by guiding clients through deposit and loan options, opening accounts, and making referrals.
• Conduct regular outreach and support a high-quality client experience, resolving issues promptly.
• Assist in training staff, ensuring operational compliance, and maintaining risk management standards.

Skills

Communication

Sales

Customer service

Education

High school diploma or GED

Tools

Microsoft Office

Salesforce

Job description

LiveWell Homecare Agency, LLC is seeking a Relationship Banker to engage clients in consultative conversations, understand financial goals, and recommend personalized solutions. The role focuses on sales, client experience, compliance, and operational efficiency.

Responsibilities include identifying needs related to deposits and loans, providing tailored financial advice, and supporting referrals to other banking services. Excellent communication and regulatory compliance are essential.