Banking: Relationship Banker
First Horizon
Location: On site at location listed in job posting.
Schedule: Monday-Friday 8:15AM-5:00PM
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
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. E Mortgage Licensing Act of 2008 and all related regulations. Assessment results must be submitted prior to having your application evaluated by Talent AcquisitionFirst 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.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. S. Bank. Medical with wellness incentives, dental, and vision
- Tuition reimbursement
- Follow Us Facebook
X formerly Twitter
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
- ...Description 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...SuggestedTemporary workWork at officeMonday to Friday
- ...Relationship Banker Location: On site at location listed in job posting. Schedule: Monday-Friday 8:15AM - 5PM Summary The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals...SuggestedTemporary workWork at officeMonday to Friday
- ...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...SuggestedTemporary workWork at officeNight shiftWeekend work
- Truist is seeking a motivated Sales Associate in West Palm Beach, Florida. The role focuses on client sales and service, ensuring a positive client experience while meeting sales targets. Candidates should have a high school diploma, 2 years of relevant experience, and ...Suggested
- ...provide exceptional client service both in person and over the phone. Ideal candidates will specialize in developing new client relationships while ensuring compliance with operational policies. Key responsibilities include conducting sales conversations, adhering to control...Suggested
- ...well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or...Full timePart timeWork at officeNight shiftWeekend work
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage... ...: Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI's and or...$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$63.25k - $121.2k
...client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses... ...Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive...Work at officeLocal areaDay shift$65k - $80.2k
...Knowledge of private banking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical and problem-solving skills Excellent...Temporary workWork experience placementLocal areaFlexible hours- ...opportunity to contribute to the company's success. As a Personal 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 wallet...Full timeTemporary workPart timeWork experience placementWork at office
- ...leveraging market insights and client feedback to expand BNY's private banking client base. Cultivate and maintain strong client relationships by demonstrating expertise in private banking and delivering personalized financial solutions. Liaise with internal teams to...Full timeFlexible hoursShift work
- Fairygodboss is seeking a Personal Banker to join their team in North Palm Beach, FL. This role involves acquiring and deepening customer relationships while managing the overall customer experience. The ideal candidate will possess strong sales abilities and banking knowledge...
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a...Immediate startAfternoon shift
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Bank Organization, you will be based in West Palm Beach, FL 33405 at the East Forest Hill Branch. Bilingual...Full timeTemporary workWork experience placementWork at officeShift work
- PNC is seeking a Personal Banker for its East Forest Hill Branch in West Palm Beach, FL. This role focuses on acquiring and deepening the branch customer base through proactive sales and delivering an excellent customer experience. The ideal candidate should have 3+ years...
- ...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...Work experience placementWork at office
- ...Personal Banker 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 culture where all...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- A leading financial institution in West Palm Beach is seeking a Private Client Banker to manage relationships with affluent clients. This role focuses on providing tailored financial advice and services, requiring at least one year of banking experience. Responsibilities...
- ...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
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
$120.56k
...the financial services industry, 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...Full timeContract workFor contractorsImmediate start- ...focused who understands that while technology can support the planning process, people still want trusted advisors they can build relationships with. Responsibilities Support advisors in preparing comprehensive financial plans Review financial data for accuracy...Temporary workWork at officeLocal area
- A financial services company in West Palm Beach is seeking aspiring Proprietary Equity Traders to join their team. This role involves education in technical analysis and market psychology, with daily trade reviews to help traders achieve consistent profitability. Candidates...
- For over 16 years, Trilyon has been a leader in global workforce solutions, specializing in Cloud Technology, AI/ML, Software Development, Technical Writing, and Digital Transformation. We partner with top companies to deliver high-quality talent in engineering, IT, ...Contract work
- EIM (Energy Imbalance Market) Operations Analyst Job Purpose/Position Summary The Senior Energy Imbalance Market (EIM) Operations Analyst is responsible for processing, checkout, verification of control area interchange. Responds to short-term requests for transmission...Hourly payTemporary workWork experience placementWork at officeFlexible hoursShift workNight shift
- ...driven, high-energy Senior Recruiting Associate to join our team. This is a great opportunity for someone who enjoys building relationships, working in a fast-paced environment, and being rewarded for performance. In this role, you’ll: Source and recruit top candidates...Work at office3 days per week
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Work at officeFlexible hours
- Join Amscot Are you ready for a rewarding career in financial services? We are hiring full-time associates with experience in fast food, restaurants, retail, or hospitality to join our team. This may be the opportunity you've been searching for to quickly rise to...Full timeTemporary workFlexible hoursNight shiftWeekday work
- SUMMARY In support of the University's mission and objectives, the Financial Aid Counselor assists students and their families throughout the students' lifecycle at PBA with guidance and answers to their questions related to student scholarships, grants, loans, financial...Work at officeWeekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Banking: Relationship Banker. Be the first to apply!



