Relationship Banker
First Horizon
Relationship Banker Location: On site at location listed in job posting. MondayFriday, 9 - 5 Description 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 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 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 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 1215 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition 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 #J-18808-Ljbffr
- ...Location: On site at location listed in job posting. Monday-Friday, 9 - 5 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...SuggestedTemporary workWork at officeMonday 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$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...SuggestedFull timeContract workFor contractorsWork at office$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...SuggestedWork at officeWork from homeHome officeFlexible hours$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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$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$50 - $58 per hour
Corporate Finance Expert $50 - $58/hourpay Required Skills Finance About micro1 micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare...Contract workRemote work- Northwestern Mutual is offering an internship for College Financial Representatives in Shreveport, Louisiana. This program provides students with the opportunity to build a financial planning practice, gain exposure to industry tools and develop essential skills. Ideal...Full timeInternship
- ...Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral...
- ...and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers... ...for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral...
- ...institution customers by performing the duties of a Teller and Personal Banker. Essential Duties and Responsibilities Include the... ...account documentation on new account set-up. Provides ongoing relationship servicing with current customers to maintain goodwill and gain...Night shift
- ...Customer Experience Banker Non NMLS Our branch banking roles offer a welcoming and inclusive team environment where you are empowered... ...for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Shreveport, Louisiana. The role involves conducting virtual consultations with clients, assessing their needs, and building strong relationships. This position allows for a flexible schedule and the ability to work from home, providing a healthy work-life balance....Remote workWork from homeFlexible hours
- ...Associate Banker You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Emerging Middle Market Banking, you will work both independently and as part...
- ...Description Job Description Bank Teller/New Accounts Representative Local, community bank is looking for experienced retail bankers with teller and new accounts experience. You will be the initial contact to our valued customers. You will greet all branch visitors...Temporary workWork at officeLocal areaRelocation package
- ...Proficiency in MS Office and financial management software. Previous experience in a client-facing role. A passion for building relationships and a commitment to client success. What We Offer Licensing & Certification support (We will provide the training for the...Live inVisa sponsorship
$4,001 - $6,300 per week
About this role We are hiring Remote Financial Sales Consultants. In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. What the day-to-day looks like Contact warm...Weekly payFull timePart timeRemote workWork from homeFlexible hours$4,001 - $6,300 per week
About this role If you have sales experience and you are tired of working a territory, sitting in an office, driving to appointments, or being capped at a quota someone else set — this role was built for you. We are hiring experienced sales professionals to join ...Weekly payPermanent employmentFull timeWork at officeRemote workWork from homeHome officeFlexible hours- ...convenience of “banking where you shop” while providing prospecting and sales opportunities that continue growing our business. Retail Bankers conduct general office work, banking transactions, sales, cross sales, account opening, and account management while providing...Work at officeFlexible hours
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