Relationship Banker
livewell homecare agencyCordova, TN
Relationship Banker
livewell homecare agencyCordova, TN
4 days ago
Industries
Commercial BankingSavings Institutions and Other Depository Credit IntermediationCredit UnionsAbout the role
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.
Matching similar jobs
JOB OVERVIEW
Experience level
Junior
Location
Cordova, TN
Occupation
New Accounts Clerks
Industry
Commercial Banking
Posted
4 days ago
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE