Relationship Banker

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

Job summary

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

You will drive growth by promoting banking products, provide personalized financial advice, and ensure compliance with policies and regulatory requirements while delivering excellent service.

Qualifications

• 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, client service, and communication skills, with ability to perform moderately complex tasks.

Responsibilities

• Drive growth by proactively promoting and selling banking products and services, including deposits, loans, and referrals to other banking lines.
• Deepen client relationships through personalized financial advice, excellent service, and regular outreach to clients and prospects.
• Support sales initiatives, coach team members, and assist with operational duties such as vault responsibilities and compliance.
• Ensure compliance with bank policies, risk management, and regulatory requirements, including ongoing credit and background checks.
• Support operational efficiency by participating in meetings, training, and maintaining knowledge of products and regulations.

Skills

Sales

Client service

Communication

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 through consultative conversations to understand their financial goals and recommend tailored solutions.

Key Responsibilities:

• Drive growth by proactively promoting and selling banking products and services, including deposits, loans, and referrals to other banking lines.
• Deepen client relationships through personalized financial advice, excellent service, and regular outreach to clients and prospects.
• Support sales initiatives, coach team members, and assist with operational duties such as vault responsibilities and compliance.
• Ensure compliance with bank policies, risk management, and regulatory requirements, including ongoing credit and background checks.
• Support operational efficiency by participating in meetings, training, and maintaining knowledge of products and regulations.

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, client service, and communication skills, with ability to perform moderately complex tasks.

This role emphasizes client engagement, sales growth, operational excellence, and regulatory compliance to enhance the client experience and meet sales goals.