Banking: Relationship Banker
First Horizon
Location: On site at location listed in job posting.
Schedule: Monday-Friday 9:00 AM-5:00 PM
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. 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.
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.
Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
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.
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.
High school diploma or general education degree (GED)
2 – 5 years of experience as a Universal Banker or Teller
COMPUTER AND OFFICE EQUIPMENT SKILLS
As part of the employment process for this position, you will have to meet the requirements of a background credit check. E Mortgage Licensing Act of 2008 and all related regulations. Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
Medical with wellness incentives, dental, and vision
Tuition reimbursement
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
- ...to solutions that meet their financial goals executing the bank's risk culture and striving for operational excellence building relationships with clients to meet financial needs following established processes and guidelines in daily activities to do what is right for...SuggestedWeekend work
$112.5k - $190k
## Private Bank International - Banker / Sr Banker - Brazil Coverage - MiamiBewerbenlocations: Miamitime type: Vollzeitposted on: Heute... ...their financial objectives. We focus on building strong relationships that help us to better understand our clients’ individual needs...SuggestedHourly payFull timeContract workLocal areaShift work- ...and platform transactions, and assisting the Market Manager in delivering exceptional service. You will focus on growing existing relationships, cross-selling bank products, and maintaining compliance with procedures while providing accurate financial guidance and a...SuggestedWork 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 Bank organization, you will be based in Hialeah, Florida. Bilingual Spanish Preferred...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...Private Banker Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami... ...private banking, with experience in business development and relationship management within the Latin American market. This role is...Suggested
- ...services in the management of large fortunes. They are looking for an experienced Private Banker. Location: Miami, Florida, United States Responsibilities Develop and maintain relationships with existing and prospective clients. Provide comprehensive financial planning and...
- ...Senior Private Banker Key Responsibilities Manage and grow a portfolio of high-net-worth clients by offering personalized financial... ...evolution. Act as a trusted advisor and build long‑term, confidential relationships with clients and their families. Qualifications & Experience...
- ...MCR International seeks a Senior Private Banker in Miami with a strong track record in offshore Latin American private banking, capable of attracting new assets and developing long-term relationships with high-net-worth and ultra-high-net-worth clients. The role covers...
$150k - $200k
...AGA-2607-251 SENIOR PRIVATE BANKER MIAMI The bank is looking for a top-performing Private Banker with a strong track record in offshore... ..., capable of attracting new assets and developing long-term relationships with high-net-worth and ultra-high-net-worth clients. The...Relocation- ...Relationship Banker Business SpecialistAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace...Work at office
- ...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... ...associates as well. As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities...Work at office
- ...Relationship Banker Business Specialist At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace...Full timeTemporary workPart timeWork experience placementWork at office
- ...products penetration. Promote and Cross-sell Products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the Bank.Responsibilities:Promote and...Work experience placement
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based at... ...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 office
- ...opportunity to contribute to the companys 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...Full timeTemporary workPart timeWork experience placementWork at office
- A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its US offices. The ideal candidates must have 3-5 years of corporate or finance experience, excellent analytical and writing skills, and strong academic backgrounds from nationally...
- ...initiatives. Coordinate diligence processes and own key deliverables across internal and external stakeholders. Build and maintain strong relationships with external partners, including banks, lenders, financial advisors, and strategic counterparties, to support ongoing financing...Temporary workWork at office
- A wealth management firm in Florida is seeking an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth management, focusing on complex strategies related to estate planning...
- ...Analyze creditworthiness 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 structure...Work at office
$79k - $127k
...compensation expectations when you do. We’s big on open conversations, so, let’s have one. Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning‑based standard of identity Facilitate the financial...Full timeTemporary workWork at officeFlexible hours- ...structures and foreign entities while delivering exceptional service. You’ll work in a fast-paced environment, build long-term relationships, identify opportunities in mortgages and investments, and ensure adherence to AML/BSA rules. Bilingual English/Spanish required;...
- ...team. Responsibilities include conducting financial assessments, crafting tailored investment plans, and building strong client relationships. Candidates should hold a relevant bachelor’s degree and exhibit strong analytical and interpersonal skills. #J-18808-Ljbffr...
- A leading international law firm and top 100 Am Law firm seeks two associates to join their Corporate Finance Practice Area in their Chicago, New York, Atlanta, Miami, or Dallas offices. Qualified applicants must have 2-5 years of corporate and transactional experience...
- ...st shift (United States of America) Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by...Full timePart timeWork at officeShift workDay shift
- ...Financial Consultant The Financial Consultant in Ocean Financial Services is responsible for building and maintaining long-term relationships with clients, understanding their financial goals, and delivering personalized financial planning and investment strategies. Responsibilities...Work at office
$48k - $100k
...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...Work at officeShift workDay shift- ...knowledge of investment products and services Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) – Proven ability to quickly build trust and credibility Proven...Interim role
- ...including evaluation of key financing terms, drafting presentations, and assisting with management of key lender and financial sponsor relationships. Special Projects: Contribute to high‑visibility, cross‑functional special projects that move the business forward. Strategic...Temporary workWork at office
- BCG Attorney Search is looking for a Corporate Trust Finance Associate to join their Finance & Banking Practice Group in Miami, FL. In this role, you will represent trustees and collateral agents in structured finance transactions while providing essential legal advice...
- ...clients directly. This is a great opportunity for someone looking to take on a proactive role in supporting and understanding client relationships. Job Responsibilities Day‑to‑day delivery of Wealth Management services under the supervision of senior client team members...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Banking: Relationship Banker. Be the first to apply!

