Relationship Banker

LiveWell Homecare Agency, LLC; Greenville (SC); On-site; USD 38,000 - 60,000; Full time

Job summary

LiveWell Homecare Agency, LLC seeks a results‑driven banking professional to engage clients with consultative sales, understand financial needs, and recommend personalized banking solutions.

Responsibilities include guiding customers on deposits and loans, promoting products, ensuring compliant operations, and supporting onboarding and training to drive client satisfaction and efficiency.

Qualifications

• High school diploma or GED required.
• 2–5 years of Universal Banker or Teller experience.
• Proficiency in Microsoft Office and Salesforce; regulatory compliance essential.

Responsibilities

• Provide proactive financial advice and consultative client services.
• Assist with onboarding, deposits, and transaction processing.
• Promote products and maintain teamwork with colleagues.
• Ensure compliance with policies and risk management standards.
• Support audits and training; participate in meetings.

Skills

Client engagement

Consultative sales

Teamwork

Education

High school diploma or GED

Tools

Microsoft Office

Salesforce

Job description

Role Overview

This position involves engaging clients through consultative sales to understand their financial needs and recommend personalized banking solutions. Responsibilities include identifying growth opportunities, guiding clients on deposit and loan options, and making referrals to other banking services. The role emphasizes delivering excellent client experiences, resolving issues promptly, and supporting operational efficiency through participation in meetings and training.

Qualifications & Skills

Candidates should have a high school diploma or GED, with 2-5 years of experience as a Universal Banker or Teller. Proficiency in Microsoft Office Suite and Salesforce is required. No specific licenses are mandated, but compliance with industry regulations is essential.

Key Duties

• Proactive client engagement and consultative financial advice
• Supporting client onboarding and transaction processing
• Promoting sales, product knowledge, and teamwork
• Ensuring compliance with policies and risk management standards
• Assisting with operational tasks like audits and training

This role offers opportunities for professional development within a reputable financial services organization focused on client satisfaction and operational excellence.