Relationship Banker

LS Solutions; New Orleans (LA); On-site; USD 52,000 - 68,000; Full time

Job summary

LS Solutions in New Orleans seeks a Relationship Banker to act as a trusted advisor, engaging clients in consultative discussions to understand financial goals and tailor solutions.

You will promote banking products, deepen relationships, and guide clients through financial options while maintaining compliance with policies and standards in an onsite setting.

Qualifications

• High school diploma or GED; 5+ years of experience.
• Strong sales, client service, and financial advising skills.
• Proficiency in Microsoft Office and Salesforce.
• Bilingual abilities in English and Spanish or Vietnamese preferred.
• No specific licenses required, but compliance with S.A.F.E. Mortgage Licensing Act is necessary.

Responsibilities

• Proactively promote and sell banking products, including deposits, loans, and referrals to other services.
• Deepen client relationships through personalized advice and excellent service, supporting the bank's sales objectives.
• Conduct regular client outreach, guide clients through financial options, and support deposit and loan processes.
• Maintain compliance with bank policies, risk management, and regulatory standards.
• Assist in operational tasks such as training, audits, and process updates to ensure efficiency.

Skills

Sales

Client service

Financial advising

Education

High school diploma or GED

Tools

Microsoft Office

Salesforce

Job description

Role Overview

The Relationship Banker acts as a trusted advisor, engaging clients in consultative discussions to understand their financial goals and recommend tailored solutions.

Key Responsibilities

• Proactively promote and sell banking products, including deposits, loans, and referrals to other services.
• Deepen client relationships through personalized advice and excellent service, supporting the bank's sales objectives.
• Conduct regular client outreach, guide clients through financial options, and support deposit and loan processes.
• Maintain compliance with bank policies, risk management, and regulatory standards.
• Assist in operational tasks such as training, audits, and process updates to ensure efficiency.

Qualifications & Skills

• High school diploma or GED; 5+ years of experience.
• Strong sales, client service, and financial advising skills.
• Proficiency in Microsoft Office and Salesforce.
• Bilingual abilities in English and Spanish or Vietnamese preferred.
• No specific licenses required, but compliance with S.A.F.E. Mortgage Licensing Act is necessary.

Additional Info

This role involves performing complex assignments, supporting operational excellence, and providing excellent client experiences in an onsite setting.