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

Relationship Banker

First Horizon Bank

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. 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. Job Description 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. 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 4 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Tallahassee, FL vacancy
  • Truist Financial Corporation seeks a customer-focused associate to deliver top-tier client service in a branch setting. You will handle routine maintenance, sales opportunities, and referrals to specialists while supporting teller duties when needed. The role emphasizes...
    Suggested

    Truist Wealth

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

    Bank of America

    Tallahassee, FL
    1 day ago
  • JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and others in the branch. You will manage the full banking relationship with a proactive, education-focused approach and solicit referrals to grow the client... 
    Suggested
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Tallahassee, FL
    1 day ago
  • JPMorganChase in Florida is seeking a Relationship Banker to represent our brand with hospitality, acquiring, managing, and retaining client relationships using financial knowledge to offer thoughtful solutions. The role involves guiding clients through banking solutions... 
    Suggested

    JPMorganChase

    Tallahassee, FL
    3 days ago
  • Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts... 
    Suggested
    Night shift

    Trustmark

    Tallahassee, FL
    2 days ago
  • JPMorganChase is seeking a Relationship Banker to join a Chase Branch in the United States. You will play a lead role in acquiring, managing, and retaining client relationships while delivering thoughtful financial solutions using the latest banking technology. You will... 

    JPMorganChase

    Tallahassee, FL
    1 day ago
  •  ...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 Bank organization, you will be based in Doral, Florida. Bilingual Spanish Preferred.... 
    Temporary work
    Work experience placement
    Work at office

    PNC Financial Services Group, Inc.

    Tallahassee, FL
    2 days ago
  •  ...to contribute to the company’s success. As a Senior Personal Banker within PNC's Retail Bank organization, this position may be located...  ...community Centers of Influence to acquire, expand and retain relationships. Leads by example in driving customer loyalty and grows... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Bank staff
    Work at office

    PNC

    Tallahassee, FL
    2 days ago
  •  ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in...  ...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
    Shift work

    PNC Financial Services Group, Inc.

    Tallahassee, FL
    4 days ago
  • $15.61 - $24.97 per hour

     ...form in a courteous and professional manner [Required]* Ability to use product knowledge and sales techniques to build customer relationships and meet goals [Required]* Knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) Compliance and other regulations and... 
    Full time
    Work experience placement
    Local area
    Shift work

    AdventHealth Credit Union

    Tallahassee, FL
    5 days ago
  • ServisFirst Bank is seeking a Commercial Banking Officer in Tallahassee, FL to originate and close commercial loans, manage an existing portfolio, and grow the bank's local market share. The role emphasizes client needs assessment, cross-selling of banking products, and...
    Local area

    Servisfirst Bank

    Tallahassee, FL
    3 days ago
  • $95.6k - $188.4k

     ...verbal communication skillsMeticulous attention to detail and quality of work productAbility to build and sustain professional relationships Ability to lead projects or workstreamsAbility to manage and prioritize multiple tasks in a fast-paced and dynamic environmentStrong... 
    Local area

    Deloitte

    Tallahassee, FL
    3 days ago
  •  ...tasks and meet aggressive deadlines related to the finance, accounting, forecasting and reporting processesBuild strong working relationships across the organization to ensure the proper accounting, consolidation and reporting of assigned functional areasSupport internal... 
    Rotational program
    Full time
    For contractors
    Local area
    Relocation

    NextEra Energy

    Tallahassee, FL
    3 days ago
  • Major Responsibilities: The Financial Aid Advisor provides guidance to financial aid applicants and their families throughout the application process. Determines eligibility within the parameters of institutional, state and federal requirements. Specific Duties and Responsibilities...
    Full time
    Local area
    Monday to Friday

    Florida National University

    Tallahassee, FL
    1 day ago
  •  ...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 office
    Flexible hours

    Bankers Life

    Tallahassee, FL
    5 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

    Tallahassee, FL
    3 days ago
  • **Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power ...
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Equitable Advisors LLC

    Tallahassee, FL
    2 days ago
  • $1,000 per month

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

    Northwestern Mutual

    Tallahassee, FL
    3 days ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Tallahassee, FL
    2 days ago
  • $41.38k

    Job Description Indian River State College is seeking a student-centered Financial Aid Advisor who is passionate about helping learners navigate the path to achieving their educational goals. In this role, you will guide students and their families through the financial...
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Indian River State College

    Tallahassee, FL
    5 days ago
  •  ...and wealth-building strategies to individuals, families, and business clients. This role involves building strong, trust-based relationships by understanding clients' financial goals, offering personalized solutions, and ensuring exceptional service delivery. The Financial... 
    Night shift
    Weekend work

    Saltee Co ^ Talent

    Tallahassee, FL
    4 days ago
  • $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 time
    Internship
    Local area

    UNAVAILABLE

    Tallahassee, FL
    5 days ago
  •  ...understanding clients' unique financial goals and provides value through a variety of financial services. We strive to develop long-term relationships with our clients and work with them every step of the way towards achieving their goals. The Financial Advisor role is full-time... 
    Full time
    Work at office
    Remote work

    Initiative Wealth Planners

    Tallahassee, FL
    2 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... 
    Work at office

    UNAVAILABLE

    Tallahassee, FL
    5 days ago
  • Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you someone who thrives on competition, teamwork, and achieving...
    Work from home
    Flexible hours

    Walker Region - Modern Woodmen of America

    Tallahassee, FL
    2 days ago
  • Position Summary The Admissions and Financial Aid Counselor is a student-facing professional responsible for guiding prospective and admitted students through both the admissions process and the financial aid process. This position supports the enrollment goals for the ...
    Work at office
    Local area
    Remote work
    Flexible hours
    Afternoon shift

    Stetson University

    Tallahassee, FL
    1 day ago
  •  ...Experience:  10+ years of bank or credit union experience   Knowledge/Skills/Aptitudes: A track record of professional success Relationship-building skills and commitment to establishing long-term clients Strong desire for performance driven compensation and... 
    Work at office

    First Commerce Credit Union

    Tallahassee, FL
    6 days ago
  •  ...This role is for a client in Boise. Position Overview and Purpose The advisor will be responsible for managing existing client relationships, either working with a more experienced advisor or on their own. The position may be responsible for formulating and implementing... 
    Interim role

    Lead Advisor

    Tallahassee, FL
    5 days ago
  •  ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent...  ...activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses... 
    Work at office
    Remote work

    City National Bank

    Tallahassee, FL
    2 days ago
  •  ...trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for... 
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist Inc

    Tallahassee, FL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!