Relationship Banking Advisor: Wealth & Digital Solutions

Confidential; Spring Hill (TN); On-site; USD 50,000 - 80,000; Full time

Job summary

Confidential in Tennessee seeks a Licensed Relationship Banker to advise clients, deepen relationships, and grow the branch through consultative guidance. You will advise on loans, deposits, investments, and insurance, open and service accounts, promote digital tools, and coordinate with specialists.

You will build a client portfolio, meet with clients in person or by phone, assess financial goals, and deliver tailored solutions while ensuring compliance and risk management.

Qualifications

• High school diploma or GED required; college degree or military equivalent preferred.
• Minimum 5-10 years of experience in retail banking or consultative relationship sales with track record of results.
• Client-first mindset with strong communication, listening, and problem-solving skills.

Responsibilities

• Manage and grow a portfolio by deepening existing relationships and acquiring new ones.
• Proactively meet clients in person and by phone to tailor product recommendations.
• Open and service consumer and small business accounts; support digital enrollment.
• Originate and process consumer credit requests; refer complex needs to partners.
• Drive growth through deposits, loans, investments, and fee income.
• Collaborate with cross-functional partners to deliver an integrated client experience.

Skills

Client relationship management

Consultative selling

Financial product knowledge

Communication & listening

CRM tools proficiency

Bilingual (market dependent)

Education

High school diploma or GED

College degree or military equivalent preferred

Tools

CRM platforms

Microsoft Office

Job description

Confidential in Tennessee seeks a Licensed Relationship Banker to advise clients, deepen relationships, and grow the branch through consultative guidance. You will advise on loans, deposits, investments, and insurance, open and service accounts, promote digital tools, and coordinate with specialists.

You will build a client portfolio, meet with clients in person or by phone, assess financial goals, and deliver tailored solutions while ensuring compliance and risk management.