Client-Centric Banker & Accounts Specialist

First Horizon Bank; Orlando (FL); On-site; USD 36,000 - 55,000; Full time

Job summary

First Horizon Bank is seeking a Universal Banker to deliver quality, timely customer service in a retail banking environment. You will handle daily transactions, open checking and savings, and provide tailored product recommendations to deepen client relationships through outreach and referrals.

The role involves outbound calls, supporting both teller and platform operations, staying compliant with bank policies, and assisting banking center management.

Qualifications

• High school diploma or general education degree (GED) and 1 year of teller experience preferred.

Responsibilities

• Provide teller and platform support to keep client wait times to a minimum and to provide quality customer service.
• Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
• Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
• Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
• Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
• Assist client with loan applications for personal/retail consumer needs and “handing off” the processing of these applications to the appropriate associate.
• Research and resolve problems and respond to client inquiries on account status.
• 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.
• Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
• Assist banking center associates with all aspects of daily operations as needed, including audit controls.
• Assist banking center management with “on the job training” of new associates.
• Stay informed of all operational updates and changes to ensure compliance with all current guidelines.

Job description

First Horizon Bank is seeking a Universal Banker to deliver quality, timely customer service in a retail banking environment. You will handle daily transactions, open checking and savings, and provide tailored product recommendations to deepen client relationships through outreach and referrals.

The role involves outbound calls, supporting both teller and platform operations, staying compliant with bank policies, and assisting banking center management.