Relationship Banker
livewell homecare agencyCordova (TN)
About 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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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