Sr. Relationship Banker - Nashville TN Gallatin Pike
Core
Build and foster relationships with clients by assessing banking needs, processing account information, and recommending deposit and loan products via in-person, appointment, and virtual channels.
Role type
Senior Relationship Banker
Builds
Consumer and business banking accounts, service requests, and credit applications
Domain
Retail Banking / Financial Services
Deliverable
product features
Required skills
proactive client outreach, financial needs assessment, digital product education, account opening, credit application processing, regulatory compliance (NMLS/SAFE Act)
Preferred skills
sales campaign experience, digital self-service technology proficiency, advanced retail product knowledge, financial services industry experience
Technologies
digital banking platforms, self-service technologies, NMLS registration systems
Responsibilities
Engage clients across multiple channels to provide financial counsel, identify and recommend tailored banking solutions, maintain working knowledge of consumer and business products, develop partnerships with branch teams, process transactions and credit applications, educate clients on digital services
Seniority
Senior, hands-on IC