Banker

• Drive proactive needs-based sales conversations through service-to-sales interactions, teller interactions, and appointment setting
• Maintain comprehensive knowledge of retail banking products and services
• Enhance existing customer relationships and cultivate new ones by understanding and addressing customer needs
• Deliver loan products and ensure packages are correct and complete
• Make referrals to cross-sell banking products and services across the bank
• Educate customers on transaction-management technology, tools, and resources
• Solve customer problems using product and service knowledge
• Process deposits, withdrawals, and other routine transactions accurately and confidentially
• Ensure adherence to banking regulations and internal policies

Universal Banker I serving Clarksville customers through banking transactions, financial solutions, and relationship building at United Community

Universal Banker

Universal Banker I serving Clarksville customers through transactions, loan products, and needs-based sales at United Community. Building relationships, educating customers on banking technology, and ensuring regulatory compliance.

• Meet with customers and prospects in person and by phone to determine financial needs
• Proactively offer appropriate products, services, and guidance to help customers achieve financial goals
• Achieve branch targets and goals by identifying customer needs and providing guidance on Regions’ solutions
• Conduct outbound calls from customer and prospect lead lists to expand relationships and acquire new customers
• Educate and advise customers on Regions’ consumer and business products and services, including loans and deposits
• Educate customers on mobile, online, ATM, and other digital banking solutions
• Provide an optimal customer experience, including greeting customers and processing transactions
• Own and resolve customer issues
• Refer customers to internal experts when complex financial needs are identified
• Follow banking processes, procedures, laws, and regulations
• Complete duties delegated and assigned by the Branch Manager
• Help ensure sound banking practices and manage, identify, and report operational risks

Relationship Banker II serving customers and growing financial relationships for Regions Bank

Relationship Banker II

Relationship Banker II serving customers and growing financial relationships for Regions Bank.
Advising customers on consumer and business banking products across Nashville-area branches.

• Utilize a sales-through-service approach, using probing questions and active listening to identify member needs
• Recommend solutions that benefit members and deepen their relationship with the Credit Union
• Provide superior banking experiences through virtual engagements
• Assist members in opening and managing financial accounts remotely
• Work with Business Partners to offer holistic member solutions
• Build and maintain a book of business of potential and existing members
• Understand company deposit products and consumer loans
• Create new memberships and activate available accounts
• Perform account maintenance and respond to member inquiries
• Exercise good judgment in decisions that benefit members and organizational goals
• Uphold credit union policies and procedures and champion organizational culture internally and externally

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members

Virtual Banker

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members. Opening accounts, serving members, and deepening relationships through consultative sales and service.

• Serve as the primary relationship manager for the largest small business client relationships within the assigned geographic area, generally focused on relationships of $1 million or greater.
• Build, expand, and retain a portfolio of larger small business relationships through proactive outreach, local market presence, and consultative selling.
• Deliver tailored solutions across deposits, lending, treasury management, and fee-based services.
• Act as a trusted advisor to help clients identify growth opportunities and manage risk.
• Partner with Relationship Bankers and branch teams to support small business customer conversations, referrals, and client transitions where relationship complexity or opportunity size warrants direct involvement.
• Provide guidance on needs-based discovery, financial analysis, and product positioning for small business clients.
• Serve as the escalation and expertise point for complex or larger small business opportunities within retail, including opportunities identified by local Financial Center Managers.
• Reinforce consistent execution of small business playbooks across the branch network.
• Use available capacity to support local Financial Center Managers with business development activities, client preparation, joint calls, and follow-up on high-potential small business opportunities.
• Manage inbound referrals from retail and generate outbound opportunities by prospecting for new larger small business clients within the local MSA.
• Drive deposit growth, small business lending volume, and fee income across assigned $1 million-plus relationships and targeted local prospects.
• Analyze business financials to assess creditworthiness and recommend appropriate lending structures.
• Collaborate with underwriting partners (e.g., Business Loan Center or BLC) to structure and execute solutions.

Small Business Banker managing high-value client relationships for Simmons Bank

Small Business Banker

Small Business Banker managing and growing high-value client relationships within Simmons Bank. Delivering tailored banking solutions and supporting local market engagement.

• Recommend FFCU financial products and services to members to meet individual member needs.
• Process and manage member accounts and/or open new and sub-accounts.
• Process, manage and decision consumer loan applications per consumer lending policies and underwriting guidelines.
• Process and manage credit and debit cards.
• Troubleshoot, research, respond, and provide training on member services technology and related issues.
• Work with other employees and departments to ensure member requests are processed for investments, mortgages, business loans, and insurance.
• Participate in special projects and perform other assignments as needed.
• May occasionally travel to attend meetings, conferences, training, or other work-related events.

Member Advisor supporting Virtual Branch at Firefighters First Federal Credit Union

Virtual Personal Banker

Member Advisor supporting Virtual Branch at Firefighters First Federal Credit Union. Focus on member service, financial product recommendations, and credit card management.

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• accurately and efficiently processing cash transactions for clients as needed
• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals

Relationship Banker engaging clients at Bank of America in Memphis market

Relationship Banker

Relationship Banker engaging clients at Bank of America to assist with transactions and financial solutions in Memphis market. Building strong client relationships and knowledge of financial products and solutions.

Banker jobs in Tennessee