Relationship Banker
LiveWell Homecare Agency, LLC
Role Summary: The Relationship Banker is a trusted advisor responsible for engaging clients in consultative conversations to understand their financial goals and recommend personalized solutions. They drive growth by actively promoting bank products and services, deepening client relationships through excellent service, tailored advice, and proactive sales. The role involves complex assignments focused on sales, client experience, compliance, and operational efficiency. Key Responsibilities: Engage clients proactively to identify financial needs related to deposits, loans, and referrals to other banking services. Provide personalized financial advice aligned with clients’ goals, utilizing comprehensive product knowledge. Support sales growth by guiding clients through deposit and loan options, opening accounts, and making referrals. Conduct regular outreach and support a high-quality client experience, resolving issues promptly. Assist in training staff, ensuring operational compliance, and maintaining risk management standards. Qualifications & Skills: High school diploma or GED; 5+ years of experience. Excellent communication, sales, and customer service skills. Proficiency in Microsoft Office and Salesforce. Bilingual skills in English and Spanish or Vietnamese preferred. Compliance with banking regulations and background checks required. #J-18808-Ljbffr
- ...Location: On site at location listed in job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will...SuggestedTemporary workWork at office
First Horizon
La Vergne, TN3 days ago - ...Role Overview The Relationship Banker acts as a trusted advisor, engaging clients through consultative conversations to understand their financial goals and recommend tailored solutions. Key responsibilities include promoting and selling bank products, deepening client...SuggestedWork at office
RoShay Services
La Vergne, TN2 days ago - ...Location: Onsite at the location listed in the job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role...SuggestedTemporary workWork at office
First-Horizon-Bank
Smyrna, TN5 days ago - ...financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity,...Suggested
WealthBridge Financial Group
Smyrna, TN1 day ago - ...Aptitude in obtaining required industry licensesMust be self-disciplined in managing time and capacityExperience in cultivating client relationships, assessing needs and recommending solutionsSuccess creating strong peer relationships through effective communication and...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure...Work at office
Pinnacle Bank
Murfreesboro, TN3 days ago $61k - $119k
...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Murfreesboro, TN4 days ago- ...and professional attitude. Meet production targets that impact overall company revenue goals. Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them...Work at office
Pinnacle Bank
Murfreesboro, TN1 day ago - ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select...Immediate startAfternoon shift
$50k
..., helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeWork from homeHome officeFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...bringing passion and customer focus to the business. Community Banker Location: Murfreesboro, TN If you're looking for a... ...role, you're the trusted face of Wilson Bank & Trust, building relationships that last for generations. You'll know the "regulars" by name,...Temporary workWork at officeLocal areaFlexible hoursShift work
Wilson Bank & Trust
Murfreesboro, TN2 days ago - Customer Service Representative This position is the Customer Ambassador for the bank with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction with the bank. This position will have a thorough understanding of the...Work experience placementWork at officeNight shift
CB&S Bank
Murfreesboro, TN3 days ago
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