Relationship Banker
First Horizon Bank
Loc ation: 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 banks products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking centers 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 banks 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. DeGarmo Behavioral Assessment Requirement 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 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 nations 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
- ...Location: On site at location listed in job posting. Monday–Friday, 9:00 AM-5:00 PM; Saturday, 9:00 AM–12:00 PM. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align...SuggestedTemporary workWork at officeMonday to Friday
- ...Relationship Banker Job Category: Banking Requisition Number: RELAT017245 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...SuggestedTemporary workWork at office
- ...update your information by visiting and logging into your account. Essential Duties And Responsibilities Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, outbound calling, community engagement, and educational...SuggestedWork at officeLocal areaAfternoon shift
- ...Relationship Banker Location: Onsite at the location listed in the job posting. Weekly Hours: Monday - Friday 8AM - 5PM and Saturday 9am - 12PM Description The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations...SuggestedWork at officeMonday to Friday
- ...future. Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal...SuggestedWork at officeLocal area
$61k - $119k
...on insurance and investment products, and assisting with retirement planning. The role also involves maintaining strong client relationships and providing ongoing financial support and insights. Northwestern Mutual has been recognized for maintaining one of the best‑trained...Full time$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...Full timeFor contractorsInternshipLocal areaFlexible hours- Description Join New York Life, a Fortune 100 company with a rich history of over 180 years, as a Financial Advisor and become part of a legacy that helps families secure their futures. As a mutual company, we prioritize our policyholders and focus on long-term client...Start working today
$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$60.2k - $107.4k
This position follows a hybrid schedule with (4) In-office days per week. Our office is located at 901 Hugh Wallis Rd S, Lafayette, LA or 3854 American Way, Suite A, Baton Rouge, LA 70816 or 1 Optum Circle, Eden Prairie, MN 55344. Optum is a global organization that...Minimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workShift work- ...Purpose Of The Job This position is ultimately responsible for business development by profiling and building new client relationships. The individual will also provide exceptional service to prospects and clients of HB Financial in order to pursue client goals and...
- ...comprehensive training, and commitment to innovation provide you with the tools to grow your expertise and develop meaningful client relationships. From day one, you'll receive the support you need to excel, including professional development resources and a collaborative...
- ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...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 SIE,...Live inRelocationVisa sponsorship
$43.89k - $150k
...offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network...Full timeTemporary workLocal areaFlexible hours- ...necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial...Full timeInternship
$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 area$60k - $150k
...control of their financial futures — both for themselves and the clients they serve. As a Financial Agent , you’ll build lasting relationships, help individuals and families achieve financial security, and grow a rewarding business of your own. This is more than a sales...$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 and...Work at officeWork from homeHome officeFlexible 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...Monday to Friday
- ...the management, retention, and expansion of existing business relationships, the development of new business, and the servicing of a variety... ...Provides guidance/assistance to less experienced Commercial Bankers to develop a thorough understanding of bank products, services...Local area
- ...Universal Banker II This position is responsible for performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists with account maintenance functions and works closely as a team to ensure...Bank staffWork at officeNight shift
- ...Commercial Loan Officer Develops new and maintains existing customer relationships by calling on businesses, professional groups, high net worth individuals and existing customers. Solicits new deposit and loan business and referrals that meet established lending requirements...Interim roleMonday to FridayShift work
$20 - $30 per hour
...is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Financial Representative State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you...Hourly payFor contractorsWork at officeRelocation package- ...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...Monday to Friday
- ...follow-up routines, and handling complex and diverse client engagements. Responsibilities Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs Responds to...Work at officeShift workWeekend workDay shift
- ...cash management business, the expansion of existing business relationships and the servicing of existing customers. Establishes cash management... ...and sales activity. # Works in conjunction with Commercial Bankers and branch staff to promote the bank’s cash management...Remote workMonday to FridayShift work
- ...Teller Retail Banker Take the next step toward your new career today! Become a part of the diverse and inclusive team within our... ...Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities...Full timeLocal area
- ...circumstances they may encounter. Promote customized ways for clients to achieve their long-term financial goals. Cultivate relationships and help every family member or individual pursue financial security. Ability to build an insurance and financial practice...
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