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Relationship Banker
Job in
Cordova, Shelby County, Tennessee, 38018, USA
Listed on 2026-10-05
Listing for:
LiveWell Homecare Agency
Full Time
position Listed on 2026-10-05
Job specializations:
-
Finance & Banking
Banking & Finance, Bank Customer Service
Job Description & How to Apply Below
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.
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.
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