Relationship Banker

LiveWell Homecare Agency, LLC; Knoxville (TN); On-site; USD 42,000 - 62,000; Full time

Job summary

LiveWell Homecare Agency, LLC seeks a Relationship Banker to engage clients through consultative conversations, recommend tailored financial solutions, and promote bank products. You will deepen client relationships by delivering excellent service and supporting branch sales objectives.

The ideal candidate has 2–5 years of universal banking experience, strong communication and sales skills, and proficiency in MS Office and Salesforce. Regulatory compliance and background checks are required.

Qualifications

• 2–5 years of experience as a Universal Banker or Teller.
• Proficiency in MS Office and Salesforce.
• Strong sales, communication, and customer service skills.
• No specific licenses required; background checks and regulatory compliance needed.

Responsibilities

• Sales & Business Development: Engage clients proactively, identify needs for deposits, loans, and referrals, and guide clients through financial options.
• Client Experience: Provide personalized financial advice, ensure prompt issue resolution, and support efficient banking transactions.
• Compliance & Risk Management: Adhere to banking regulations, policies, and internal controls.
• Operational Efficiency: Participate in meetings, assist in training new staff, and support audit and operational procedures.

Skills

Sales experience

Customer service

Communication

Client relationship management

Education

High school diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

Role Overview

The Relationship Banker is a trusted advisor responsible for engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions. They actively promote and sell bank products and services, deepen client relationships through excellent service, and support branch sales objectives.

Key Responsibilities

• Sales & Business Development: Engage clients proactively, identify needs for deposits, loans, and referrals, and guide clients through financial options.
• Client Experience: Provide personalized financial advice, ensure prompt issue resolution, and support efficient banking transactions.
• Compliance & Risk Management: Adhere to banking regulations, policies, and internal controls.
• Operational Efficiency: Participate in meetings, assist in training new staff, and support audit and operational procedures.

Qualifications & Skills

• High school diploma or GED
• 2-5 years of experience as a Universal Banker or Teller
• Proficiency in Microsoft Office Suite and Salesforce
• Strong sales, communication, and customer service skills
• No specific licenses required; background checks and regulatory compliance needed.