Relationship Banker

LiveWell Homecare Agency; Cordova (TN); On-site; USD 42,000 - 58,000; Full time

Job summary

LiveWell Homecare Agency is seeking a Relationship Banker to engage clients in consultative conversations, understand financial goals, and recommend tailored solutions.

The role focuses on sales, client experience, compliance, and operational efficiency to support business goals and client satisfaction.

Qualifications

• High school diploma or GED required; 2–5 years as Universal Banker or Teller.
• Proficiency in Microsoft Office and Salesforce preferred.
• Strong ability to perform complex tasks, maintain compliance, and deliver customer service.

Responsibilities

• Sales & Business Development: Proactively identify client needs, promote deposits, loans, and referrals to other banking services.
• Client Experience: Deliver exceptional service, handle transactions efficiently, and enhance product knowledge through training.
• Compliance & Risk Management: Adhere to bank policies, regulations, and internal controls.
• Operational Efficiency: Assist in meetings, onboarding, audits, and stay updated on procedures.

Education

High school diploma or GED

Tools

Microsoft Office

Salesforce

Job description

Role Overview:

The Relationship Banker serves as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions.

Key Responsibilities:

• Sales & Business Development: Proactively identify client needs, promote deposit accounts, loans, and referrals to other banking services, and support sales goals through personalized advice and regular outreach.
• Client Experience: Deliver exceptional service, efficiently handle transactions, resolve issues promptly, and enhance product knowledge through ongoing training.
• Compliance & Risk Management: Adhere to bank policies, regulations, and internal controls, ensuring ethical conduct and risk mitigation.
• Operational Efficiency: Assist in meetings, support onboarding of new staff, participate in audits, and stay updated on operational procedures.

Qualifications & Skills:

High school diploma or GED, with 2-5 years of experience as a Universal Banker or Teller. Proficiency in Microsoft Office and Salesforce is preferred. Ability to perform complex tasks, maintain compliance, and provide excellent customer service.

Additional Requirements:

Successful background and credit checks, adherence to S.A.F.E. Mortgage Licensing Act, and continuous professional development.