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. 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
- ...Hwy 109. Winston Salem, North Carolina. 27107. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment. Position Overview This position is expected to develop...SuggestedWork at office
- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
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- ...The position of Personal Banker I is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial... ...will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....SuggestedWork at officeImmediate start
- ...professional to expand deposits and loans through consultative conversations and referrals across bank partners. You will nurture client relationships, guide deposit options, and support teller/service operations to provide seamless experiences. The role emphasizes proactive...Suggested
- ...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
$1,000 per month
Overview 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 up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...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...
$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- ...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
$50k
...as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeHome officeFlexible hours- Financial Planner (CFP) – Growth Opportunity into Advisor Role We're partnering with a well-established, boutique financial planning and wealth advisory firm to hire a Financial Planner (CFP) to support a growing client base and play a key role in the firm's continued ...Flexible hours
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- ...and professional attitude. Meet production targets that impact overall company revenue goals. Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them...Work at office
- ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$1,000 per month
Overview 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 up. Our college financial representatives, who come from...Full timeInternshipLocal area- 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
- Linville Team Partners LLC, through its Xpand unit, is seeking a Senior Associate to join the M&A team in a hybrid role based in North Carolina or Ohio. The position focuses on business development, mandate oversight on buy-side advisory, and serving as the face of Xpand...
$1,000 per month
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- ...Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities... ...the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for...Full timeLocal area
- ...proven ability in leading and facilitating teams to desired outcomes. Effective interpersonal skills necessary to cultivate relationships with key stakeholders and communicate, facilitate, and negotiate with a wide variety of healthcare personnel and external constituents...Local area
- ...assessing credit risks, and driving revenue growth. Key responsibilities include prospecting for new business, managing client relationships, and structuring deals. Essential Responsibilities: Analyzes financial statements, tax returns, and cash flows to evaluate...
- ...responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having...Work experience placementWork at officeLocal areaFlexible hoursShift workDay shift
- ...Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment...Work at officeImmediate startShift work
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