Universal Banker
Full-time
First Horizon Bank
ESSENTIAL DUTIES AND RESPONSIBILITIES
Sales and service
- Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.
- Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
- Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, 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 deposit/loan campaigns.
- Assist client with loan application for personal/retail consumer needs and “handing off” the processing of these applications to the appropriate associate.
Client experience
- Research and resolve problems and respond to client inquiries on account status.
- 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.
- Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
- Assist banking center associates with all aspects of daily operations as needed, including audit controls.
- Assist banking center management with “on the job training” of new associates.
Compliance and risk management
Operational efficiency
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 and may be substituted with an equivalent combination of education and experience.
- High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
COMPUTER AND OFFICE EQUIPMENT SKILLS
Microsoft Office Suite
In addition, 10-key calculator; coin counter
CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)
Not necessary
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.
PHYSICAL DEMANDS AND ENVIRONMENT – Amount of Time Spent
| PHYSICAL DEMANDS | None | Less than 1/3 | 1/3 to 2/3 | More than 2/3 |
| Stand |
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| x |
| Walk |
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| x |
| Sit |
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| x |
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| Use hands to finger, handle, or feel |
|
|
| x |
| Reach with hands and arms |
|
|
| x |
| Climb or balance |
| x |
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| Stoop, kneel, crouch, or crawl |
|
| x |
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| Talk or hear |
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| x |
| Taste or smell | x |
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| LIFTING | None | Less than 1/3 | 1/3 to 2/3 | More than 2/3 |
| Up to 10 pounds |
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| x |
| Up to 25 pounds |
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| x |
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| Up to 50 pounds |
| x |
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| Up to 100 pounds | x |
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| More than 100 pounds | x |
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| WORK ENVIRONMENT | None | Less than 1/3 | 1/3 to 2/3 | More than 2/3 |
| Office setting |
|
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| x |
| Wet or humid conditions (non-weather) | x |
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| Work near moving mechanical parts | x |
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| Work in high, precarious places | x |
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| Fumes or airborne particles | x |
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| Toxic or caustic chemicals | x |
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| Outdoor weather conditions | x |
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| Extreme cold (non-weather) | x |
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| Extreme heat (non-weather) | x |
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| Risk of electrical shock | x |
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| Work with explosives | x |
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| Risk of radiation | x |
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| Vibration | x |
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