What are the responsibilities and job description for the Relationship Banker position at LiveWell Homecare Agency?
Role Overview: The Relationship Banker is a trusted advisor responsible for engaging clients in consultative conversations to understand their financial goals and recommend tailored solutions.
Key Responsibilities:
- Proactively identify client needs for deposits, loans, and referrals to other banking services.
- Provide personalized financial guidance, ensuring high client satisfaction and loyalty.
- Support sales efforts by coaching colleagues and promoting bank products.
- Deliver excellent customer service, manage transactions efficiently, and resolve issues promptly.
- Maintain compliance with banking regulations, policies, and risk management standards.
- Assist with operational tasks, including training new staff and supporting audit controls.
- High school diploma or GED required.
- 2 to 5 years of experience as a Universal Banker or Teller.
- Proficiency with Microsoft Office and Salesforce.
- Strong communication, sales, and customer service skills.
- No specific licenses required, but adherence to S.A.F.E. Mortgage Licensing Act is necessary.
This role does not have supervisory responsibilities and focuses on building client relationships through consultative sales and service excellence.