Relationship Banker
First Horizon Bank
ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients’ short-and-long term goals. Utilize a deep understanding of the bank’s products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). Deliver excellent client experiences consistently and promptly resolve client issues effectively. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service. Assist banking center management with “on the job training” of new associates. Assist with dual control vault responsibilities and audit controls. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. High school diploma or general education degree (GED) 2 – 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTubeaa415a4b-8b21-40fc-a65c-70d2b25ca29a
$43.81k - $52.4k
...update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs...SuggestedFull timeFlexible hours- ...Fnb Online in Greenville, SC is seeking a Senior Relationship Banker to execute consumer banking tasks, promoting sales and providing excellent customer service. The incumbent will handle transaction requests and maintain customer relationships according to standards....Suggested
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- ...Greenville, South Carolina. 29601. Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment Position Overview: This position is expected to develop proficiency...SuggestedWork at office
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- ...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 officeMonday to FridayFlexible hoursRotating shiftDay shift
- ...your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$38.79k - $41.39k
Thank you for considering a career at Ensemble! Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as...Price workFull timeLocal areaRemote work- ...executing opportunities and making referrals to internal business partners as appropriate.Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client...Full timeTemporary workPart timeWork experience placementWork at office
- ...compensation with the opportunity to directly participate in the value you createTrue ownership of your book of business and the client relationships you buildSignificant upside as your book growsPotential path to future ownership for the right long-term contributorJoin a...
- ...related technologyand communicate any information that may be needed by other FurmanUniversity departments. Other duties as assigned. Relationships: Continuous contact with members of multiple work units andimmediate supervisor to plan, coordinate, problem solve,...Full timePart timeWork at officeLocal areaFlexible hours
- ...retirement planning, estate planning, asset allocation, and investment strategies will be key to your success.What You'll DoBuild Relationships: Connect with clients to understand their financial needs and goals.Provide Expert Advice: Guide clients on retirement planning,...Full timeLocal areaRemote work
- ...technology and communicate any information that may be needed by other Furman University departments.* Other duties as assigned.**Relationships:*** Continuous contact with members of multiple work units and immediate supervisor to plan, coordinate, problem solve, exchange...Full timePart timeSecond jobWork at officeLocal areaImmediate startFlexible hours
$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeFor contractorsInternshipLocal areaFlexible hours- ...income potential and the personal satisfaction of positively impacting clients' lives in a professional environment that values relationships and integrity. Advance into leadership roles as you grow within the firm. Qualifications Education: Bachelor's degree (required)...Full timeTraineeshipInternship
$61k - $119k
...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office- ...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
$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$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...Work at officeWork from homeHome officeFlexible hours- ...Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal contact...Work at officeLocal area
$60k - $90k
...independently while exceeding goals. If you're an experienced sales professional and excellent communicator, you enjoy building relationships with customers and solving problems, this opportunity is for you. Protect your community while building your career. At CPI...- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
$75k - $125k
...organized and efficient person who is willing to exceed expectations at any level of task and driven to develop a strong working relationship with our growing team. Our candidate is articulate, pleasant, dependable and desires an exceptional work culture. Applicant...Work at officeMonday to Friday$61k - $119k
...receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring relationships. Develop a career with a Financial Services firm that not only provides outstanding self-determined income potential but will...Full timeContract workFor contractorsInternship- ...the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships.· Proactively communicate with current and prospective clients to educate, ensure understanding, resolve issues, develop, and...Work experience placementWork at officeRemote workFlexible hours
- ...across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping... .... Your future begins here! Summary/Objectives The Universal Banker serves as a full service, single point of contact in the branch...
$18 - $22.22 per hour
...United Community Bank is looking for a full-time Travel Universal Banker . As a Travel Universal Banker, you will have the opportunity... ...and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers’ needs...Full timeLocal areaRemote workFlexible hours- ...pipeline of residential mortgage loan applications through a variety of sales techniques, responsive client service, and strong relationships with referral sources. Prequalifies loan applicants by evaluating their financial position and recommending appropriate products...
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