Banking: Relationship Banker
First Horizon Bank
Location: On site at location listed in job posting.
Schedule: Monday-Thursday 9AM-4:30PM, Friday 9AM-6PM, Rotating Saturday 9AM-1PM
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.- ...customers through each financial life stage and understand they desire and deserve choices on how they wish to bank. As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an...SuggestedNight shift
- ...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 financial goals and align on solutions that meet their needs. In this role,...SuggestedTemporary workWork at office
$43.81k
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