Relationship Banker - Float
TalentAlly
Location Onsite at the location listed in the job posting. Weekly Scheduled Hours Mon - Fri 8-6, Saturday 8:30 - 1:15 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 & Responsibilities Sales and Business Development Proactive sales engagement: engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, focusing on deposit accounts, loans, lines of credit, and referrals to other banking lines. Growth focus: identify and fulfill client deposit and borrowing needs, guide clients through deposit and loan options, open deposit accounts, and take loan applications. Client‑centric financial advice: provide personalized financial advice aligned with clients’ short‑ and long‑term goals, using a deep understanding of the bank’s products and comprehensive, tailored advice. Referrals: recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including mortgage, wealth, private client, and business banking. Proactive client outreach: conduct regular calls to clients and prospects to offer tailored financial solutions. Sales leadership: coach associates on sales, referrals, products, and services as needed to support a high‑performing culture. Client Experience Support the teller line to keep customer wait times to a minimum while processing financial transactions as needed. Deliver excellent client experiences and promptly resolve client issues effectively. Enhance individual knowledge by attending relevant sales, service, and product knowledge meetings, training classes, and web‑based learning. Compliance and Risk Management Maintain 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. 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 None required. NMLS Language 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. DeGarmo Behavioral Assessment Requirement 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. 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. Equal Opportunity Employer 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
- ...Location: Onsite at the location listed in the job posting. Weekly Scheduled Hours: Mon - Fri 8-6, Saturday 8:30 - 1:15 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and...SuggestedTemporary workWork at office
- ...are intended to become a Retail Personal Banker I after completing a 4-8 week on-... ...households and/or deepening existing customer relationships through a variety of activities, including... ...various classroom training sessions. Float Personal Banker Associate I - South Tennessee...SuggestedWork experience placementWork at office
- ...Summary The Relationship Banker serves as a trusted financial guide and a dynamic customer champion. This dual professional not only deepens customer relationships through exceptional service and personalized financial guidance but also plays a pivotal role in supporting...SuggestedFlexible hours
- ...TalentAlly seeks a Relationship Banker in Franklin, TN to engage clients and offer personalized financial solutions. The role emphasizes proactive sales and deepening client relationships while delivering excellent service. The ideal candidate has 2-5 years experience...SuggestedWork at office
- JPMorganChase is seeking an Associate Relationship Banker in Franklin, TN. In this role, you will create memorable client experiences and deliver exceptional service while utilizing the latest banking solutions. Your responsibilities will include welcoming clients, assessing...Suggested
- ...solutions that meet their 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...Shift workWeekend workDay shift
- JPMorgan Chase & Co. is seeking an Associate Relationship Banker in Franklin, Tennessee, to enhance client experiences and meet financial needs. This role involves delivering exceptional service through consultative communication and educating clients on banking technology...
- A leading financial institution is seeking a Private Client Banker in Franklin, Tennessee, to manage relationships for affluent clients. This role involves actively seeking new clients, ensuring a value-added service approach, and adhering to banking regulations. Ideal...
- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing...Afternoon shift
- ...new consumers and businesses. Manage and grow business banking relationships under $2M in sales revenue. Translate client information from... ...referrals. Work closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet...Full timeTemporary workPart timeWork experience placementWork at office
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with...Immediate startAfternoon shift
- ...Universal Banker Position The Universal Banker delivers FirstBank service excellence through accurate and efficient transaction... ...and Financial Service Representative duties as needed. Build relationships with community businesses and consumer clients, achieving...
- ...Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral...Work at office
- ...Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties such as outbound sales calls as required to achieve banking center goals, and provide support to banking...Work at office
- ...Account Service Representative (Personal Banker) Liberty FCU, a full-service credit union, is currently seeking an energetic Account... ...are available as the successful candidate will be scheduled to "float" to our various branch locations and, possibly, assist in other...Temporary workWork at officeFlexible hours
- ...TalentAlly is searching for a Relationship Banker in Spring Hill, TN to engage clients in consultative conversations aimed at understanding their financial goals. You will drive growth by actively promoting and selling the bank’s products, ensuring excellent client experiences...
- ...First Horizon in Spring Hill seeks a Relationship Banker to provide personalized financial advice and solutions while driving growth through proactive sales. The role requires engaging clients in consultative conversations and supporting a high-performing sales culture...
- ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Regions Bank in Brentwood, Tennessee is seeking a Relationship Banker II responsible for assisting customers with their financial needs through effective communication and problem-solving skills. Candidates should possess a high school diploma, with a bachelor's degree...Full time
$46.12k
...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, and meeting those needs by proactively offering appropriate products, services, and guidance...Full timeFlexible hours- ...Huntington Bancshares, Inc. is looking for a Financial Relationship Banker in Nolensville, Tennessee. In this role, you'll provide exceptional customer service, proactively grow relationships, and educate clients on banking products and services. Candidates should have...Full timeWork at officeFlexible hours
$46.12k
...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, and meeting those needs by proactively offering appropriate products, services, and guidance...Full timeFlexible hours$17.9 - $22.36 per hour
...are committed to enhancing our customer and employees’ experience. POSITION OVERVIEW As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs...Full timeWork at officeLocal areaFlexible hours- ...share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing...Full timeWork at officeRemote workWork from homeFlexible hours
- ...A national banking institution in Brentwood, Tennessee is seeking a Relationship Banker II to enhance customer relationships through effective communication and problem-solving. The role includes achieving branch targets, educating clients on product offerings, and providing...
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's retail branch organization, you will be based in... ...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
- Relationship Banker Job Category: Banking Location: Onsite at the location in the posting. 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...Temporary workWork at office
- Huntington National Bank is seeking a Financial Relationship Banker in Nolensville, TN. In this role, you'll provide exceptional customer service while proactively identifying and addressing customer needs. Responsibilities include educating customers on banking technology...
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a...Immediate startAfternoon shift
$17.9 - $22.36 per hour
...A leading financial institution is seeking a Personal Banker to enhance customer relationships and meet sales goals. The role involves conducting financial transactions and providing exceptional customer service. Candidates should have 6 months of retail experience, strong...
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