Relationship Banker

Tharp Consulting; Morristown (TN); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

Tharp Consulting is seeking a Relationship Banker in Morristown, TN. The role centers on consultative conversations to understand clients’ financial goals and tailor banking solutions.

Responsibilities include promoting products, deepening client relationships through excellent service, and supporting sales objectives while maintaining regulatory compliance and efficient operations.

Qualifications

• High school diploma or GED; 2–5 years as a Universal Banker or Teller.
• Proficiency in Microsoft Office and Salesforce is required.
• No specific licenses needed, but compliance with banking regulations and background checks are essential.

Responsabilités

• Proactively engage clients to identify deposit, loan, and referral opportunities, guiding them through product options.
• Provide personalized financial advice aligned with clients’ goals, enhancing satisfaction and loyalty.
• Make referrals to other banking services, conduct regular outreach, and support sales initiatives.
• Assist in delivering excellent client experiences, resolve issues promptly, and support teller and operational functions.
• Maintain compliance with bank policies, regulations, and risk management standards.
• Participate in meetings, assist with training, and ensure operational controls are followed.

Formation

High school diploma or GED

Outils

Microsoft Office

Salesforce

Description du poste

Role Overview

The

Role Overview

The Relationship Banker serves as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions. Responsibilities include promoting and selling banking products, deepening client relationships through excellent service, and supporting the bank’s sales objectives. The role involves performing moderately complex tasks related to sales, client service, compliance, and operational efficiency.

Key Duties

• Proactively engage clients to identify deposit, loan, and referral opportunities, guiding them through product options.


• Provide personalized financial advice aligned with clients’ goals, enhancing satisfaction and loyalty.


• Make referrals to other banking services, conduct regular outreach, and support sales initiatives.


• Assist in delivering excellent client experiences, resolve issues promptly, and support teller and operational functions.


• Maintain compliance with bank policies, regulations, and risk management standards.


• Participate in meetings, assist with training, and ensure operational controls are followed.

Qualifications: High school diploma or GED; 2-5 years of experience as a Universal Banker or Teller. Proficiency in Microsoft Office and Salesforce required. No specific licenses needed, but compliance with banking regulations and background checks are essential.