Jobs · Finance · Tennessee

Relationship Banker

val's services · Memphis, TN · Yesterday
FinanceFull-time
Role Overview: The Relationship Banker is a trusted advisor responsible for engaging clients in meaningful, consultative conversations to understand their financial goals and recommend tailored solutions. Key Responsibilities Drive growth by proactively promoting and selling banking products and services, including deposits, loans, and referrals to other banking lines.Deepen client relationships through excellent service, personalized financial advice, and regular outreach to meet short- and long-term client needs.Support sales initiatives by coaching colleagues, participating in meetings, and fostering a high-performance culture.Maintain compliance with bank policies, risk management standards, and regulatory requirements, including the S.A.F.E Mortgage Licensing Act.Ensure operational efficiency by assisting with transaction processing, supporting the teller line, and participating in audits and training. Qualifications & Skills High school diploma or GED; 2-5 years of experience as a Universal Banker or Teller.Proficiency in Microsoft Office Suite and Salesforce.Strong communication skills, client-focused attitude, and the ability to perform moderately complex tasks. Additional Requirements: Ability to meet background credit check standards and comply with all regulatory and operational policies. The role is on-site with a focus on delivering exceptional client experience and supporting operational and sales goals.

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