Relationship Banker

L3

livewell homecare agencyCordova, TN4 days ago
Role Overview: The Relationship Banker serves as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions.
Key Responsibilities: Sales & Business Development: Proactively identify client needs, promote deposit accounts, loans, and referrals to other banking services, and support sales goals through personalized advice and regular outreach.
Client Experience: Deliver exceptional service, efficiently handle transactions, resolve issues promptly, and enhance product knowledge through ongoing training. Compliance & Risk Management: Adhere to bank policies, regulations, and internal controls, ensuring ethical conduct and risk mitigation. Operational Efficiency: Assist in meetings, support onboarding of new staff, participate in audits, and stay updated on operational procedures.
Qualifications & Skills: High school diploma or GED, with 2-5 years of experience as a Universal Banker or Teller. Proficiency in Microsoft Office and Salesforce is preferred. Ability to perform complex tasks, maintain compliance, and provide excellent customer service.
Additional Requirements: Successful background and credit checks, adherence to S.A.F.E. Mortgage Licensing Act, and continuous professional development.
Apply now
Apply now

Level

JuniorL3

Location

Cordova, TN

Occupation

New Accounts Clerks

Industry

Commercial Banking

Posted

4 days ago

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