Relationship Banker
First Horizon Bank
Location : Onsite at the location listed in the job posting. Weekly Hours: Monday - 8:00am - 4:15pm, Friday 8:30am - 5:30pm, Saturday 8:30am - 1:15pm 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 the most complex assignments. 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 meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. 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. No supervisory responsibilities Qualifications High school diploma or general education degree (GED) 5+ years of experience Preferred Qualification Bilingual in English and Spanish and/or Vietnamese strongly preferred. Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) 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 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 #J-18808-Ljbffr
- ...Description 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...SuggestedFlexible hours
$15.75 per hour
A recruitment agency is seeking industrious banking professionals for a fast-growing bank in Franklin, Tennessee. Candidates will start as Telllers with the opportunity to transition into new roles as they learn the business. Experience in banking for 1-3 years, excellent...SuggestedHourly payMonday to Friday$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...SuggestedFull timeInternshipLocal areaFlexible hours$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...SuggestedFull timeInternshipLocal area- ...SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence.**Build Wealth. Build Relationships. Build Your Future.**At SmartBank, we believe that financial success starts with trusted relationships. As a recognized **Great...SuggestedTemporary workWork at office
- ...passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity,...
- Northwestern Mutual is seeking College Financial Representatives for its internship program to build an integrated financial planning practice with guidance and support from a Fortune 500 company. You will learn to prospect, develop a business strategy, and meet clients...Full timeInternship
- Responsibilities Rolling Hills Hospital is seeking an empathetic, detail‑oriented Financial Counselor (PRN) to join our patient‑focused team. In this vital role, you will help patients and families navigate the financial side of healthcare by completing assessments, educating...ReliefWork at officeLocal area
$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 timeContract workFor contractorsInternshipLocal areaFlexible hours- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Local area
$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 officeWork from homeHome officeFlexible hours$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- Company Description Lighthouse Wealth Group provides holistic financial planning, objective solutions, and knowledgeable advice to help clients achieve long-term financial health and freedom. The firm supports a wide range of client needs, including retirement planning...Full timeWork at office
- ...26-15192 Job Locations: US-TN-Franklin Overview The Universal Banker operates in a seamless dual capacity to deliver an exceptional... ...execution of the bank's customer engagement model by deepening relationships, educating customers on the bank's products and services,...Contract work
- ...Mortgage Banker Overview The Mortgage Banker will be responsible for establishing and maintaining relationships with Renasant Bank Branch Managers, Realtors, and Builders throughout a designated service area for the purpose of generating production of all one to four...Contract workWork at officeLocal areaImmediate startWork from home1 day per week
- Job Description Position Summary The Business Banker is responsible for developing, managing, and growing relationships with small to middle-market business clients through the origination, underwriting, and servicing of Commercial & Industrial (C&I) loans. This role focuses...
- ...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
- Financial Planning Associate Seeking a detail-oriented Financial Planning Associate to support advisors with client data analysis, plan preparation, and operational tasks. Ideal for someone pursuing growth in financial planning and client service. Key Responsibilities ...
- ...services as appropriate. Assist clients with trades, requests for information, research, account problems, etc. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. Participate in the...Full timePart timeWork at officeShift workDay shift
- ...twenty years, our mission has been to build deep and meaningful relationships with people and their wealth — so they can venture forward... ...leadership Coordinate with external CPAs, bookkeepers, attorneys, and bankers — serve as the integrating intelligence layer across all...Work at office10 hours per week
$86.72k - $119.24k
...across functions and levels of the organization Ability to work effectively in a global, cross-functional environment and manage relationships with diverse stakeholders Experience working within manufacturing, supply chain, warehousing, or industrial environments...Work at office- A financial services company in Brentwood, TN is seeking a Financial Advisor to build a client base and provide tailored financial solutions. The ideal candidate will possess active Life & Health licenses and have a history of success in sales. This position offers award...Flexible hours
- Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by...Apprenticeship
- ...as appropriate. 3. Assist clients with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate...Full timePart timeWork at office
- ...and confidence to long-term goals. In this role, you'll build relationships that begin in our offices and deepen over decades, partnering... ...through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee...Temporary workWork at officeLocal areaFlexible hours
- ...and correctly Explains patient inquiries regarding hospital charges, insurance payments or insurance coverage Develops a relationship with third party payers, and venders to ensure cash flow is maximized Inquires and seeks explanations for all denials and/or...Full timeTemporary workPart timeRemote work
- ...travel and/or virtual meetings with Nissan entities and service providers in the region, to maintain and develop strong working relationships to support Nissan's global and regional objectives. It also requires frequent communication and coordination with Nissan and service...Full timeLocal area
- ...planning and wealth management firm based in Brentwood, TN. We serve clients across the country through long-term, collaborative relationships grounded in empathy, education, and personalized financial guidance. About the Role We are seeking an Associate Financial...Weekly payTemporary workWork from home
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select...Immediate startAfternoon shift
$34.1k - $49.38k
...Overview Travel Universal Banker United Community Bank is looking for a full-time Travel Universal Banker. As a Travel Universal Banker... ...and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers’...Full timeLocal areaRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!

