Relationship Banker
First Horizon
Location: On site at location listed in job posting. Schedule: Monday-Friday 8:15 AM-5:00 PM
SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development
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.
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.
SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. 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.
- 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.
- Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
- 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.
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
- All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
- The assessment takes approximately 12-15 minutes to complete
- Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
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
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.
Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Fort Lauderdale, FL vacancy
- ...Relationship Banker Location: On site at location listed in job posting. Schedule: Monday-Friday 8:15 AM-5:00 PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on...SuggestedTemporary workWork at officeMonday to Friday
$50.6k - $70.6k
...Citigroup Inc. is seeking a Personal Banker to assist in sales and service activities, focusing on building customer relations. The role emphasizes delivering excellent client experiences and recognizing cross-sell opportunities. Ideal candidates should have a Bachelor...SuggestedFull time- ...professional to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will build relationships, connect clients to suitable financial solutions, and manage daily center activity and cash flows. The role requires strong...Suggested
- ...or 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...Suggested
- ...Regions Bank in Fort Lauderdale, FL seeks a Relationship Banker II to meet with customers in person and by phone, assess financial needs, and propose suitable banking products and guidance to help customers reach their goals. Ideal candidates bring retail or sales experience...Suggested
- ...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
- ...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...Temporary workWork at officeNight shiftWeekend work
- ...progress for the clients and communities we serve. Private Bankers support the Wealth Management division's growth and profitability... ...business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide...Work at office
- ...Private Banker Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business... ...or relevant experience Skills/Abilities: Strong relationship building capabilities with Financial Advisors, Branch Managers...Work 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
- ...24, USA Description Location: On site at location listed in job posting. Schedule: Monday-Friday 8:15 AM-5:00 PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align...Temporary workWork at officeMonday to Friday
- ...Fairygodboss is hiring a Private Banker in Fort Lauderdale, Florida, to advise families on building and managing their wealth. In this role, you will leverage your expertise in investments and financial planning to serve existing clients and generate new acquisitions....
- ...that meet 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 clients...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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
- ...Private Banker In The U.S. Private Bank We are actively looking for exceptionally talented individuals who are collaborative, confident... ...goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a...Work at officeLocal areaDay shift
- ...Banking Professional This role is a banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions...Work at office
$250k
...Personal Banker Safe Act, Bilingual English/Spanish Speaking Preferred, Fort Lauderdale Area Working at Citi is far more than just... ...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
- 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...
- ...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...Temporary workWork at officeNight shiftWeekend work
- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part... ...in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products...Work experience placementWork at officeImmediate start
$165k - $200k
...you excel at—all from Day One.Job DescriptionResponsible 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...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...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
- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at office
$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include...Contract workTemporary workWork experience placementWork at office$61k - $119k
...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$58.44k - $93.5k
This position will provide personal financial services at assigned military installations. Primary responsibilities include delivering comprehensive financial counseling to military service members and their families, encompassing education, briefings, presentations, referrals...Contract workTemporary workWork at office- ...nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!

