Relationship Banker & Financial Advisor

LiveWell Homecare Agency, LLC; Cookeville (TN); On-site; USD 42,000 - 70,000; Full time

Job summary

LiveWell Homecare Agency, LLC is seeking a Relationship Banker to engage clients through consultative conversations, understand financial goals, and tailor solutions accordingly.

The role focuses on proactive selling of deposit accounts, loans, and lines of credit while building trusted relationships and referrals for additional banking services. Excellent customer service and regulatory awareness are essential.

Qualifications

• High school diploma or GED, with 2-5 years of experience as a Universal Banker or Teller.
• Proficiency in Microsoft Office Suite and Salesforce is preferred.
• Ability to perform complex tasks, adhere to policies, and maintain compliance with industry regulations is essential.

Responsibilities

• Proactively promote and sell banking products such as deposit accounts, loans, and lines of credit, while identifying opportunities for referrals to other banking services.
• Provide personalized financial advice to deepen client relationships, ensuring satisfaction and loyalty.
• Conduct regular outreach to clients and prospects, supporting sales and business growth.
• Support client experience by delivering excellent service, minimizing wait times, and resolving issues promptly.
• Assist in operational tasks, including compliance with regulations, risk management, and training new associates.

Skills

Compliance

Policy adherence

Education

High school diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

LiveWell Homecare Agency, LLC is seeking a Relationship Banker to engage clients through consultative conversations, understand financial goals, and tailor solutions accordingly.

The role focuses on proactive selling of deposit accounts, loans, and lines of credit while building trusted relationships and referrals for additional banking services. Excellent customer service and regulatory awareness are essential.