Relationship Banker
Firsthorizon
Gulf Fuqua Centre 12420 Gulf Fwy Houston, TX 77034, USA Location : Onsite at the location listed in the job posting. Office Address: 12420 Gulf Freeway, Building 5311, Houston, Tx 77064
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.SUPERVISORY RESPONSIBILITIES
No supervisory responsibilitiesQUALIFICATIONS
High school diploma or general education degree (GED) 5+ years of experience Preferred Qualification Bilingual in English and Spanish and/or Vietnamese strongly preferred.COMPUTER AND OFFICE EQUIPMENT SKILLS
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. 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 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 FirsthorizonVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Houston, TX vacancy
- Responsibilities Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources. Accurately and efficiently processing cash transactions for clients as needed. Having deep conversations with clients to connect them to solutions...Suggested
- ...that 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 clients...SuggestedFlexible hoursShift workWeekend workDay shift
- ...culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's retail organization, you will be based in Houston, TX, at the Houston Plaza branch. R227610...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
$20 - $21 per hour
...absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech...Suggested- ...of our employees feel respected, valued and have an opportunity to contribute to the company’s success. Job Description As a Relationship Banker Business Specialist within PNC's retail organization, you will be based in Houston, TX. PNC is an in‑office company that fosters...SuggestedTemporary workWork at officeShift work
- ...Chase & Co. in Houston seeks a Branch Banking professional to serve affluent clients within Chase Private Client. You will manage relationships, solicit referrals, and coordinate with specialists to deliver tailored financial solutions, ensuring exceptional service and...
- ...Relationship Banker Location: On site at location listed in job posting. Schedule: Monday- Friday, 8:30am - 5:30pm CST The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals...Temporary workWork at officeMonday to Friday
- ...exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate customer relationships, new and existing account holders, to offer bank products and services. Follow established policies in accordance with the bank...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator... ...experience to build, expand, and retain long‑term client relationships. While providing consultative conversations to existing and...
$70k
...Personal Banker – To $70K – Houston, TX – Job # 3561 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg... ...will handle customer service functions and maintain positive relationships with coworkers and customers. The position offers a salary of...- ...Job Function / Summary Private Banker 4 coordinates the integrated delivery of wealth products and services to high net worth clients... ...and grows a portfolio of important revenue generating client relationships Delivers objective and sound personal financial planning and...Local area
- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's retail organization, you will be based in Houston... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Temporary workWork experience placementWork at officeShift work
- ...and exceptional service. **Job Posting Title**: Sr. Personal Banker**Job Description Summary:**Under general supervision (but works... ...recordkeeping. Provide maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.**Major Duties**...Work experience placementH1bWorldwide
- ...Essential Duties & Responsibilities Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, outbound calling, community engagement, and educational events. Conduct financial needs assessments to identify opportunities and...Work at officeLocal areaAfternoon shift
- ...Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At...Full timeWork experience placementWork at officeLocal area
- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's retail organization, you will be based in Houston... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows share of wallet through a...Full timeTemporary workWork experience placementWork at office
- ...Join to apply for the Personal Banker I role at Frost 1 day ago Be among the first 25 applicants Join to apply for the Personal Banker... ...personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They’re empathetic problem...Full timeMonday to Friday
- ...Banking Services Specialist-Personal Banker Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 55 years and Texas area. We are well known for our commitment to providing the highest...Work experience placement
- ...Private Banking Relationship Manager I/II Provide a concierge delivery of financial services through a superior level of hands-on contact for the “BEST” customers of the Bank. These clients are high income earners, or high net worth clients. This is accomplished through...Work experience placement
- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high... ...and businesses. Handles the largest, most profitable customer relationships within the department. Team Culture We understand everyone...Local area
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's retail organization, you will be based in Houston... ...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 officeShift work
- ...Personal Banker It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing... ...coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. The...Hourly payFull timeWork at officeShift work
- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing...Full time- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
- ...to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
$138.72k - $208.08k
...highly motivated and experienced Vice President to serve as a Relationship Manager on the Citi Mid-Corp Natural Resources (Energy) team in... ...acting as the primary point of accountability between senior bankers, clients, and internal partners — while also mentoring and developing...Full timePart time- ...Advisor (RIA) seeking an experienced Private Wealth Advisor to step into an established book of ultra-high-net-worth (UHNW) client relationships. This role is ideal for a relationship-driven advisor who thrives in a planning-first, team-based environment . You will be...
- ...exemplars of the Grid United values of humility, tenacity, ingenuity and grace Build, maintain, and value broad and deep stakeholder relationships and have a personal commitment to making a difference in the community Proactively work with stakeholders to solve problems in a...Contract workWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!


