Relationship Banker
FHN Financial
Job TitleSales and Business Development RepresentativeJob DescriptionSales and Business DevelopmentProactive 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 ExperienceResponsible 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 ManagementExpected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.Operational EfficiencyAssist 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.QualificationsTo 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 TellerComputer and Office Equipment SkillsMicrosoft Office Suite, SalesforceAbout UsFirst 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 HighlightsMedical with wellness incentives, dental, and visionHSA with company matchMaternity and parental leaveTuition reimbursementMentor program401(k) with 6% matchMore -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-BenefitsJob InfoJob Identification 991Job Category BankingDegree Level High School EquivalentJob Schedule Full timeLocations 1611 S MIAMI BLVD, DURHAM, NC, 27703, US
- ...and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to... ...education degree (GED) ~2 – 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS...SuggestedTemporary workWork at office
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the companys success. As a Relationship Banker Business Specialist within PNC's retail banking organization, you will be based in Durham, NC at the Roxboro Road Branch. PNC...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...Senior Relationship Banker This position is primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible for the execution of branch leads according to consumer bank standards, successful execution...SuggestedWork at officeShift workNight shift
- ...Join Our Team Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The...SuggestedWork at officeNight shift
- ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...SuggestedFull timePart timeWork at officeNight shiftWeekend work
$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 timeInternshipLocal areaFlexible hours- ...Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...stepping into leadership Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships Desire to help others plan for and protect their financial futures Knowledge of our products & services High degree of...Temporary workLocal areaRemote work
- Duke Health's Patient Revenue Management Organization (PRMO) in Durham is seeking an experienced billing coordinator to support patient accounts, registration and charge capture. You will ensure compliance with policies and provide clear explanations of charges to patients...
- ...firm serving 500+ families with more than $1 billion in assets under management. For over 25 years, we've built our reputation one relationship at a time as fiduciaries who take an oath to put every client's interests first, and who believe every financial plan should be...Full timeTemporary workShift work
$61k - $119k
...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office$50k - $60k
...do Work directly with individuals, families, and business owners to build financial plans they can trust. Build long-term relationships. Collaborate with experienced professionals. Grow within a structured development program designed to move you from day one into...Live inWork at office$115.92k
...services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’...Contract work$115.92k
...services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success... What we...Contract work$115.92k
Job Description Job Description Are you an experienced financial professional who wants to take your practice to the next level? You owe it to yourself to check out New York Life. Is your practice growing? Want to be part of a stable, dependable company? ...Contract workFixed term contract- ...Prudential Wealth Advisors, you can build under your own brand or operate under the Prudential name . Either way, you keep the relationships you’ve earned and gain a platform for real financial planning , investments, insurance and more! \n \n What you get: \n...Flexible hours
- Duke Health in Durham, NC, seeks a Patient Accounts professional within the Patient Revenue Management Organization (PRMO) to accurately complete patient accounts and ensure insurance requirements are met prior to services. You will inform patients of financial liability...
- Duke Health is seeking a Revenue Cycle professional to join the Patient Revenue Management Organization. You will analyze insurance coverage, obtain authorizations, and assist with patient registration and financial counseling to ensure accurate billing and timely reimbursement...
- Duke Health's PRMO seeks a Financial Care Counselor to accurately complete patient accounts, verify insurance, and explain financial obligations before services. This role supports Duke Health's mission of advancing health by guiding patients through billing and funding...
- ...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 placementWork at office
- As a Universal Banker II at M&F Bank, you will experience the perfect blend of handling a client’s banking needs from sales to service... ...associate must be enthusiastic about developing and maintain relationships with customers in order to achieve banking and individual...Work at office
$92.5k - $140k
...investment strategies.Monitor clients' financial status and provide regular updates and recommendations.Build and maintain strong client relationships through regular communication and follow-up.Stay informed about market trends, economic conditions, and new financial products....- ...highly motivated individuals to join our dynamic team in Raleigh, North Carolina. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards...Start working todayRemote work
- ...Responsibilities Fundraising and Pipeline Support Maintain an accurate, actionable fundraising pipeline, including investor interests, relationship history, commitments, and next steps. Translate meeting notes into CRM updates, follow-up tasks, and draft investor...
$19.12 - $27.17 per hour
...data, perform multiple tasks and work independently. Must be able to develop and maintain professional, service-oriented working relationships with patients, physicians, co-workers and supervisors. Must be able to understand and comply with policies and procedures. Job...Hourly payFull time- Duke Health is seeking an onsite Patient Revenue Management professional to support the revenue cycle for patient accounts. The role requires accurate data entry, strong communication, and adherence to policy while working with insurance carriers and patients. Responsibilities...
$50k - $80k
...you'll do Work directly with individuals, families, and business owners to build financial plans they can trust. Build long‑term relationships. Collaborate with experienced professionals. Grow within a structured development program designed to move you from day one into...- ...opportunity to contribute to the company’s success. As a Branch 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...Full timeTemporary workPart timeWork experience placementWork at office
- ...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 timeWork experience placementWork at office
- ...executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client...Full timeTemporary workPart timeWork experience placementWork at office
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