Relationship Banker
FHN Financial
Job DescriptionEssential Duties And ResponsibilitiesSales And Business DevelopmentProactive 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 ExperienceResponsible 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 ManagementExpected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.Operational EfficiencyAssist 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 ResponsibilitiesNo supervisory responsibilitiesQualificationsHigh school diploma or general education degree (GED)2 – 5 years of experience as a Universal Banker or TellerComputer And Office Equipment SkillsMicrosoft Office Suite, SalesforceCertificates, 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.
- ...and 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
- 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...SuggestedPart timeImmediate start
- ...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...SuggestedFull timeH1bWork at officeRemote workWork from homeFlexible 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
- Summary The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies and procedures, maintaining...SuggestedNight shift
$35k - $49k
...of branch sales goals by identifying customer needs and promoting/selling the Bank’s products/services. Develop strong customer relationships through performing new account follow-up for business and personal accounts and performing account maintenance in a timely manner...Temporary workWork experience placementWork at officeImmediate startAfternoon shift- ...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...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...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
$41.07k - $59.56k
...responsibilities with minimal error. Show strong ability to troubleshoot problems and make sound decisions. Harmonious working relationship with colleagues, all students, and families a must. Ability to process and monitor $35+million in educational loans. Ability to...Full timePart timeWork at officeMonday to FridayWeekend workAfternoon shift$41.07k - $44.82k
...responsibilities with minimal error. Show strong ability to troubleshoot problems and make sound decisions. Harmonious working relationship with colleagues, all students, and families a must. Ability to process and monitor $35+million in educational loans. Ability to...Work at office- ...In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes.What you'll do?Build and deepen client relationships by supporting...Temporary workFlexible hours
- ...career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions,...Full timeWork experience placementFlexible hours
- ...fund member benefits and social, educational, and volunteer programs that identify and meet local needs. These activities build relationships, allowing for membership growth and greater community impact. Our financial representatives are "hometown" professionals who manage...Work at officeLocal area
- ...existing projects (development financing and permanent financing). Work with the CFO / Director of Finance to foster current banking relationships and develop new banking relationships. Manage third-party mortgage brokers on permanent financings. Communicate and prepare...Permanent employmentContract workLocal area
- ...As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will focus on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and...Full timeTemporary workLocal areaFlexible hours
- ...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...Work at office
- ...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...Full timeWork experience placementWork at office
- ...straightforward, and grounded in an understanding of each family’s goals. We are seeking a Financial Advisor who values long-term relationships, takes ownership of their work, and wants to grow with our Spartanburg office. Our approach begins with discovery and...Full timeWork at office
- ...experience Associate degree (2?year degree) Strong interpersonal and communication skills, with the ability to build positive relationships with members Ability to work efficiently, accurately, and independently in a fast?paced environment Proficiency with...Hourly payTemporary workWork at officeLocal areaMonday to FridayFlexible hours
- ...Associate 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 diversity...
- # Financial Services Representative### Full timeSpartanburg,South CarolinaR19447**Compensation**$15-$18 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings increase with strong individual and branch performance.**Why Join...Hourly payWork at officeLocal areaShift work
$124k - $280k
...strategic solutions for financial budgeting, forecasting, and risk management using Oracle technologies - Building and maintaining relationships with stakeholders to anticipate needs and propose innovative solutions - Navigating cross-border and diverse team engagements...Full timeH1b
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