Relationship Banker
First-Horizon-Bank
Location: On site at location listed in job posting. 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 moderately complex to complex tasks. 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. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. 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 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 #J-18808-Ljbffr
$46.79k - $58.47k
...Job DescriptionAt Regions, the Relationship Banker – Team Lead is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and...SuggestedLocal areaFlexible hours- ...services. We empower associates to act as trusted advisors while leveraging cutting‑edge technology. Position Overview As a Relationship Banker (RB) you will build, expand, and retain client relationships, delivering exceptional service and expert financial solutions....SuggestedNight shift
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- ...Regions Bank in Memphis is seeking a Relationship Banker II to meet with customers in person and by phone, assess financial needs, and offer Regions' products, services and guidance to help clients reach their goals. The role suits candidates with retail or sales experience...Suggested
$37.62k - $44.54k
...Relationship Banker IAt Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create...Flexible hours- ...cash transactions. The ideal candidate should be passionate about helping clients improve their financial lives and possess strong relationship-building skills. Ideal for someone with a high school diploma and a strong work ethic. This full-time position offers...Full time
- ...our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank.As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional...Work at officeNight shift
- ...Huntington Bancshares Inc. is seeking a Financial Relationship Banker in Memphis Southwind to help customers achieve their financial goals. You will focus on retaining and growing consumer and business relationships by offering deposit and loan products and leveraging...
- ...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 role in supporting...Flexible hours
- ...38, USA Location: On site at location listed in job posting. Schedule: Monday- Thursday 10AM–5PM | Friday 10-6pm SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align...Temporary workWork at officeMonday to Friday
- JPMorganChase is seeking a Relationship Banker in a Chase Branch in Memphis to represent our brand with hospitality, acquire and manage client relationships, and offer financial solutions. You will use banking solutions and technology to meet clients' needs and contribute...
- ...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
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- ...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...
$49.4k - $57.69k
...by visiting and logging into the careers section of the system. Job Description: At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and...Full timeWork at officeFlexible hours- ...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
- ...your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...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
$116k - $229.1k
Position Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective...Local area$40k - $60k
...help you thrive in this role. Customer-Centric Approach: A commitment to delivering exceptional service and building lasting relationships is essential. Goal-Driven: We're seeking individuals eager to develop their skills and achieve ambitious marketing and sales...For contractorsWork experience placementWork at officeMonday to Friday- Overview Crestwyn Behavioral Health is seeking a Full Time Financial Counselor PURPOSE STATEMENT: Responsible for accurate, timely and complete documentation regarding insurance verification, billing and collections. EDUCATION/EXPERIENCE/SKILL REQUIREMENTS...Full timeTemporary workLocal area
- ...credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the...Work at office
- ...individualized financial plans Make recommendations around a variety of financial products and services Network and develop relationships to create a strong client base Seek out opportunities to make presentations, provide education, and sell services Maintain...Flexible hours
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- ...Demonstrated sales skills Strong interpersonal skills and a genuine desire to help others The tenacity to nurture long-term relationships with other professionals like CPA's, attorneys, etc. A commitment to conduct business with honesty and integrity...
- ...strong reputation, deep resources, powerful network, and unmatched advisor support model. The firm is a destination for top-tier, relationship-driven advisors who are seeking long-term alignment and cultural fit. Only A+ advisors will be considered. Responsibilities:...Work at office
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible 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- ...and professional attitude. Meet production targets that impact overall company revenue goals. Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them...Work at office
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