Relationship Banker

LiveWell Homecare Agency, LLC; Shreveport (LA); On-site; USD 45,000 - 75,000; Full time

Job summary

LiveWell Homecare Agency, LLC is seeking an experienced Banking Client Advisor to build strong relationships with clients through consultative conversations, understand financial goals, and recommend personalized banking solutions.

You will promote deposits, loans and referrals, support sales growth, deliver tailored financial advice, and help ensure compliance with bank policies while maintaining exceptional service standards.

Qualifications

• High school diploma or GED required.
• 5+ years of experience in banking or sales.
• Bilingual English/Spanish and/or Vietnamese preferred.

Responsibilities

• Engage clients to identify financial needs and promote bank products.
• Guide clients through deposit and loan options, assist with openings.
• Provide personalized financial advice aligned with clients’ goals.
• Refer clients to mortgage, wealth, and private banking services.
• Maintain high-quality client experience and support teller line when needed.
• Ensure compliance with policies, regulations, and risk management.

Skills

Bilingual English/Spanish

Bilingual English/Vietnamese

Strong communication

Sales skills

Client service

Microsoft Office

Salesforce

Regulatory compliance

Education

High school diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

Role Summary:

This position is responsible for building strong client relationships through consultative conversations to understand financial goals and recommend personalized banking solutions. The role involves promoting and selling bank products such as deposits, loans, and referrals to other services, supporting sales growth and client loyalty. It emphasizes delivering excellent client service, providing tailored financial advice, and supporting operational efficiency.

Key Responsibilities:

• Engage clients proactively to identify financial needs and promote bank products.
• Guide clients through deposit and loan options, assist with account openings and loan applications.
• Provide personalized financial advice aligning with clients’ goals.
• Make referrals to other banking services like mortgage, wealth, and private banking.
• Maintain high-quality client experience by resolving issues promptly and supporting the teller line when needed.
• Support compliance with bank policies, regulations, and risk management protocols.
• Assist with operational tasks, training new associates, and ensuring adherence to guidelines.

Qualifications & Skills:

• High school diploma or GED; 5+ years of experience.
• Bilingual skills in English and Spanish and/or Vietnamese are preferred.
• Proficiency in Microsoft Office Suite and Salesforce.
• Strong communication, sales, and client service skills.
• No specific licenses required, but compliance with regulatory requirements is necessary.

Additional Information:

This role involves no supervisory responsibilities and requires meeting background and licensing standards related to the S.A.F.E Mortgage Licensing Act.