Banker
LS Solutions · Cookeville, TN · 2 days ago
FinanceFull-time
Role Overview: The Licensed Relationship Banker is a trusted advisor responsible for delivering exceptional client service, deepening relationships, and driving branch growth through consultative guidance. Key Responsibilities Manage, grow, and maintain a client portfolio by understanding their financial goals and needs.Engage clients proactively via in-person and phone interactions, providing tailored banking and investment solutions.Open and service accounts, support digital banking, and process credit requests, referring complex cases to specialists.Drive growth across deposits, loans, investments, and insurance products while ensuring operational excellence and compliance.Collaborate with internal teams to deliver integrated client experiences and educate clients on digital tools and financial wellness.Monitor client portfolios, stay informed on market trends, and resolve client inquiries and issues professionally.Ensure adherence to regulatory and internal policies, complete required training, and participate in community and team activities. Qualifications & Skills High school diploma or GED required; college or military experience preferred.5-10 years of experience in retail banking, financial services, or sales with a proven results record.Strong communication, problem-solving, and consultative sales skills with a client-first mindset.Ability to learn bank products quickly, proficient in CRM and office software, and flexible to support branch needs.Licensing requirements include FINRA Series 6 and 63; additional registrations may be necessary based on duties.Bilingual skills are advantageous; background and credit checks are part of the hiring process.