RELATIONSHIP BANKER
First Horizon Bank
Job Description 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 fulfil 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. 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. 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 fulfil 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 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 YouTube Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr First Horizon Bank
- ...loyalty. ~ Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank... ...degree (GED) ~2 – 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft...SuggestedFull timeTemporary workWork at office
- ...Job Title Responsibilities include but are not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment...Suggested
- ...Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...SuggestedFull timeWork experience placementWork at office
$41.58k - $49.22k
...update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing...SuggestedFull timeFlexible hours- ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...SuggestedTemporary workWork at officeNight shiftWeekend work
- ...the 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...Work at officeFlexible hoursShift workWeekend workDay shift
- A leading financial services firm in Miramar, FL is seeking a Relationship Banker to manage client relationships and provide exceptional service. The ideal candidate will have sales experience and strong communication skills. Responsibilities include guiding clients in...
- Citi is seeking an entry-level Personal Banker in Plantation, Florida. You will assist in executing sales and service activities in... ...collaboration with the customer service team to build loyalty and grow relationships with consumer clients. The role involves handling referrals,...
- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...Full timeTemporary workPart timeWork experience placementWork at office
- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based at... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of...Full timeTemporary workPart timeWork experience placementWork at office
- Wells Fargo is seeking a Senior Lead Technology Banking Relationship Manager to join our technology banking team. This individual will cover early-stage companies and focus on acquiring new business relationships and deepening an existing portfolio of clients. Learn about...Full timeWork experience placement
$165k - $200k
...at-all from Day One. Job Description Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$43.89k - $150k
...offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network...Full timeTemporary workLocal areaFlexible hours$58.44k
Fort Lauderdale FL 33315 Fed Florida Army NG Armory Full time R00000069809 This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to ...Full timeContract workTemporary workWork experience placementWork at officeWork from homeHome office- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
- ...Associate Personal Banker (SAFE) Posting Location(s): West Pembroke Pines 12440 Pines Blvd, Pembroke Pines, FL 33027 About this... ...join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in...Work experience placementFlexible hours
- ...Private Banker Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From... ...business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide...Work at office
$250k
...Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, West Broward Area The Personal Banker SAFE Act is an entry... ...client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant...- ...opportunity to contribute to the company’s success. As a Personal Banker (Bilingual in Spanish preferred) within PNC's Retail Banking... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Work experience placement
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
$61k - $119k
...financial 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 office- ...Retail Personal Banker I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- ...Personal Banker Associate II - Hollywood Denovo FC Make banking a Fifth Third better We connect great people to great opportunities... ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based...Work experience placementWork at office
$159k - $254k
...Senior Lead Technology Banking Relationship Manager Wells Fargo is seeking a Senior Lead Technology Banking Relationship Manager to join our technology banking team. This individual will cover early-stage companies and focus on acquiring new business relationships...Work experience placement- ...and money market accounts. Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities...Work at office
- ..., and money market accounts. Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special...Work at office
- PNC Financial Services Group, Inc. is seeking a Relationship Manager II in Fort Lauderdale, FL. This role involves coordinating relationship management activities with clients to grow sales and market share while managing various risks and ensuring adherence to guidelines...
- ...We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success...Full time
- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to RELATIONSHIP BANKER. Be the first to apply!


