Relationship Banker

Live Well Homecare; Tennessee; On-site; USD 45,000 - 65,000; Full time

Job summary

Live Well Homecare seeks a Relationship Banker to engage clients in consultative conversations, understand their financial goals, and recommend tailored solutions. You will promote bank products, deepen client relationships through exceptional service, and support branch sales objectives.

Key responsibilities include proactive needs-based selling of deposits and loans, delivering personalized advice, ensuring compliance with regulations, and contributing to team training and operational

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, 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 skills

Communication skills

Customer service

Microsoft Office

Salesforce

Financial awareness

Education

High school diploma or GED

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.

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.