Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

RELATIONSHIP BANKER

First Horizon Bank

Job Description 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 fulfil 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. 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 fulfil 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. 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 (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. 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. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the RELATIONSHIP BANKER in Plantation, FL vacancy
  •  ...the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800...  ...clients--that includes all our associates as well. The Relationship Banker is responsible for driving branch growth by deepening existing... 
    Suggested

    Valley Bank

    Fort Lauderdale, FL
    1 day ago
  •  ...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... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Lauderdale Lakes, FL
    2 days ago
  • Citi is seeking an entry-level Personal Banker in Plantation, Florida. You will assist in executing sales and service activities in...  ...collaboration with the customer service team to build loyalty and grow relationships with consumer clients. The role involves handling referrals,... 
    Suggested

    Citi

    Plantation, FL
    6 days ago
  • 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... 
    Suggested

    JPMorganChase

    Miramar, FL
    2 days ago
  •  ...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... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Plantation, FL
    6 hours ago
  •  ...progress for the clients and communities we serve. Private Bankers support the Wealth Management division's growth and...  ...business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide... 
    Work at office

    First Citizens Bank

    Fort Lauderdale, FL
    5 days ago
  •  ...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.... 

    Fairygodboss

    Fort Lauderdale, FL
    3 days ago
  •  ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Fort Lauderdale, FL
    4 days ago
  • $50k

     ...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Lauderdale Lakes, FL
    5 days ago
  • $61k - $119k

     ...financial 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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Plantation, FL
    5 days ago
  • $58.44k

    Fort Lauderdale FL 33315 Fed Florida Army NG Armory Full time R00000070836 This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to ...
    Full time
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Work from home
    Home office

    Magellan Health

    Lauderdale Lakes, FL
    1 day ago
  • $43.89k - $150k

     ...offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Regions Bank

    Lauderdale Lakes, FL
    4 days ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to...  ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Fort Lauderdale, FL
    1 day ago
  •  ...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 time
    Work experience placement
    Work at office

    Fifth Third Bank, N.A.

    Pembroke Pines, FL
    3 days ago
  •  ...Personal Banker Associate I Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to...  ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Pembroke Pines, FL
    1 day ago
  •  ...PNC Financial Services Group, Inc. is seeking a Relationship Manager II in Fort Lauderdale, FL. This role involves coordinating relationship management activities with clients to grow sales and market share while managing various risks and ensuring adherence to guidelines... 

    PNC Financial Services Group

    Fort Lauderdale, FL
    1 day ago
  •  ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Miami Gardens, FL
    3 days ago
  •  ...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 work
    Work experience placement
    Local area

    Fairygodboss

    Fort Lauderdale, FL
    4 days ago
  • $50.6k - $70.6k

     ...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service...  ...client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant... 
    Full time

    Citi

    Pembroke Pines, FL
    3 days ago
  •  ..., 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... 
    Work at office

    First Horizon Bank

    Plantation, FL
    2 days ago
  •  ...We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success... 
    Full time

    Fidelity Investments

    Fort Lauderdale, FL
    2 days ago
  •  ...flexibility. You are available for occasional travel to client sites or conferences to support institutional reviews, training, or relationship-building activities.Why join?Aquila is a division of Constellation Software Inc., one of the largest and most successful... 
    Remote work

    Aquila Software

    Pembroke Pines, FL
    1 day ago
  •  ...Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal contact... 
    Work at office
    Local area

    Western & Southern Life

    Hollywood, FL
    4 days ago
  • $117.36k

    Are you a leader who has the following traits? Self‑disciplined What we’re looking for We’re looking for people who want to make a lasting impact on the financial well‑being of individuals, families, and small businesses. You will provide peace of mind to your clients ...
    Full time
    Contract work

    New York Life

    Fort Lauderdale, FL
    5 days ago
  • $45k

     ...from students or parents. Responsible for maintaining complete and accurate files and paperwork. Maintain a close working relationship with Admissions, Registrar, and other campus personnel. Maintain a professional working relationship with vendors and partners... 
    Full time
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Afternoon shift

    HCI College

    Oakland Park, FL
    1 day ago
  • $90k - $100k

     ...role will be pivotal in guiding clients towards their short and long-term financial aspirations.ResponsibilitiesDevelop Client Relationships: Identify, establish, and manage new client relationships.Provide Financial Planning: Offer ongoing financial planning and investment... 
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    Fort Lauderdale, FL
    3 days ago
  • $100k

     ...to assess their financial needs Develop customized financial plans to address each of the clients desired goals Maintain strong relationship with clients, helping them track their progress over time Provide ongoing consultation and support FFA is different from other firms... 
    Permanent employment
    Work at office
    Local area

    Florida Financial Advisors

    Fort Lauderdale, FL
    3 days ago
  •  ...advisors to focus their time on what drives growth. This role is designed for advisors with an established foundation of client relationships and the drive to build a larger book of business over the next few years. What We Provide An established and respected national... 

    Beacon Pointe

    Fort Lauderdale, FL
    2 days ago
  • $1,000 per month

    Northwestern Mutual College Financial Representative Internship 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...
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual

    Fort Lauderdale, FL
    1 day ago
  •  ...teamwork, and making a real impact in the lives of our clients. As Wealth Advisor, you are responsible for generating new client relationships through educational seminars, workshops, and direct prospect engagement. This advisor will guide prospective clients through the... 

    Global Wealth Management

    Fort Lauderdale, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to RELATIONSHIP BANKER. Be the first to apply!