Relationship Banker
First Horizon Bank
Location: On site at location listed in job posting. Schedule: Monday-Friday 8:15AM-5:00PM 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 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 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 YouTubeaa415a4b-8b21-40fc-a65c-70d2b25ca29a
- A leading financial services firm in Pompano Beach is seeking a motivated individual to deepen its customer base through proactive sales and exceptional service. You will manage customer experiences, driving loyalty and revenue by identifying financial solutions tailored...Suggested
- ...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs...Suggested
$20.53 - $34.23 per hour
...the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800... ...clients--that includes all our associates as well. The Relationship Banker is responsible for driving branch growth by deepening existing...SuggestedFull timePart time- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Regions Bank in Fort Lauderdale, FL seeks a Relationship Banker II to meet with customers in person and by phone, assess financial needs, and propose suitable banking products and guidance to help customers reach their goals. Ideal candidates bring retail or sales experience...Suggested
- ...opportunity to contribute to the company’s success. As a Personal Banker (Bilingual in Spanish preferred) within PNC's Retail Banker... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.* Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby...
$50.6k - $70.6k
...Citigroup Inc. is seeking a Personal Banker to assist in sales and service activities, focusing on building customer relations. The role emphasizes delivering excellent client experiences and recognizing cross-sell opportunities. Ideal candidates should have a Bachelor...Full time- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...progress for the clients and communities we serve. Private Bankers support the Wealth Management division's growth and profitability... ...business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide...Work at office
- ...documented on the WM Intranet. 3. Develops a strong understanding of required steps involved with each request, communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity. 4....Work experience placementH1bWorldwideFlexible hours
- ...and functions to provide you with the opportunity to take your career to the next level. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions...Temporary workWork experience placement
- ...We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private... ...preferred or relevant experience Skills/Abilities Strong relationship building capabilities with Financial Advisors, Branch Managers...Work at office
- ...Fairygodboss is hiring a Private Banker in Fort Lauderdale, Florida, to advise families on building and managing their wealth. In this role, you will leverage your expertise in investments and financial planning to serve existing clients and generate new acquisitions....
$50.6k - $70.6k
...Citibank (Switzerland) AG is looking for a Personal Banker SAFE Act in the Boca Raton area. This entry-level position involves assisting in sales and service activities, fostering customer relations, and executing strategies to grow small business clientele. Candidates...- ...PNC in Boca Raton is seeking a Personal Banker to deliver an excellent customer experience at the Boca East Branch. Based in-office, you will work with customers to deepen relationships and expand financial wellbeing. The role involves proactive sales, lobby engagements...Work at office
- ...and ensure adherence to bank policies while delivering exceptional client service. The role emphasizes risk assessment, cross‑department collaboration, and building strong relationships with clients and community partners in the SouthState metro market. #J-18808-Ljbffr...
- ...Fifth Third Bank in Boca Raton, FL is seeking a Personal Banker Associate I to join our retail banking team. After a 4-8 week onboarding... ...operations and sales/service while building trusted customer relationships. You will use consultative selling to assess financial needs,...
$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 officeWork from homeHome officeFlexible hours- ...Fifth Third in Fort Lauderdale, FL, is seeking a Personal Banker Associate II focused on customer relationship building and product sales. The role includes a comprehensive onboarding program leading to certification. Candidates will engage customers, assess financial...
- ...Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs,...Temporary workWork experience placementImmediate start
- ...Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program... ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee‑based services...Work experience placementWork at office
- ...opportunity to contribute to the company’s success. As a Personal Banker (Bilingual in Spanish preferred) within PNC's Retail Banking... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Work experience placement
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...Team members collaborate in a professional, client-focused environment that values integrity, clear communication, and long-term relationships. Coastal Wealth is committed to supporting professional development and providing tools and training to help team members...Full timePart timeWork at officeRemote work
- ...performance of all teams in the area are directly affected by the performance of the individual. Responsibilities: Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in...Work at office
- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ## Personal Banker Associate IApplylocations: Boca Raton, FLtime type: Full timeposted on: Posted Todaytime left to apply: End Date... ...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
- ...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
- ...Personal Banker Associate I General Function Selected candidates are intended to become a Retail Personal Banker I after completing... ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!

