Client-Centric Banking Advisor

First-Horizon-Bank; Winter Park (FL); On-site; USD 36,000 - 60,000; Full time

Job summary

First Horizon Bank in Winter Park, FL is seeking a Universal Banker/Teller to drive sales and service excellence. You will engage clients in consultative conversations, open accounts, process transactions, and referrals across bank lines.

The role emphasizes compliance, risk awareness, and teamwork; you will support tellers, coach associates, and participate in training to grow client relationships and deposit growth.

Qualifications

• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
• High school diploma or GED is required.
• 2–5 years of experience as a Universal Banker or Teller.

Responsibilities

• Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions.
• Growth Focus: Identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options.
• Client-Centric Financial Advice: Provide personalized financial advice that aligns with clients’ goals and bank products.
• Referrals: Recognize opportunities to deepen relationships and refer to mortgage, wealth, or business banking.
• Proactive Client Outreach: Conduct regular calls to offer tailored financial solutions.
• Sales Leadership: Support a high-performing culture by coaching associates.

Skills

Sales

Education

High school diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

First Horizon Bank in Winter Park, FL is seeking a Universal Banker/Teller to drive sales and service excellence. You will engage clients in consultative conversations, open accounts, process transactions, and referrals across bank lines.

The role emphasizes compliance, risk awareness, and teamwork; you will support tellers, coach associates, and participate in training to grow client relationships and deposit growth.