Relationship Banker

RoShay Services; Knoxville (TN); On-site; USD 42,000 - 58,000; Full time

Job summary

RoShay Services in Knoxville, TN seeks a Relationship Banker to engage clients through consultative conversations to align financial products with goals. You will promote deposits, loans, and lines of credit while delivering exceptional service.

The role emphasizes personalized financial guidance, proactive outreach, and strict adherence to regulatory standards, with opportunities to mentor associates and uphold audit controls.

Qualifications

• Required high school diploma or GED and 2–5 years of universal banker or teller experience.

Responsibilities

• Promote and sell bank products to drive growth.
• Provide personalized financial advice and conduct proactive client outreach.
• Deliver excellent customer service and handle transactions efficiently.
• Ensure compliance with regulations and risk management procedures.
• Assist with training associates and maintain audit controls.

Skills

Microsoft Office

Salesforce

Education

High school diploma or GED

Job description

Role: The Relationship Banker acts as a trusted advisor, engaging clients through consultative conversations to understand and meet their financial goals.

Responsibilities

• Drive growth by promoting and selling bank products such as deposit accounts, loans, and lines of credit.
• Provide personalized financial advice, identify referral opportunities, and conduct proactive client outreach.
• Support client experience by delivering excellent service, managing transactions, and resolving issues promptly.
• Ensure compliance with regulations, policies, and risk management procedures.
• Assist with operational tasks, training new associates, and maintaining audit controls.

Qualifications:

High school diploma or GED with 2-5 years of experience as a Universal Banker or Teller.

Skills:

Proficiency in Microsoft Office Suite and Salesforce.

Certifications:

None required; compliance with S.A.F.E. Mortgage Licensing Act is necessary.

This role involves complex tasks focused on client engagement, sales, and operational efficiency.