Client-Centric Banking Advisor: Growth & Solutions

First Horizon Corp.; Woodstock (GA); On-site; USD 40,000 - 52,000; Full time

Job summary

First Horizon Corp. in Woodstock, GA seeks a customer-focused Universal Banker/Teller to drive sales, service, and deposits. You will engage clients, open accounts, process loans, and collaborate with partners to cross-sell financial solutions.

The role emphasizes consultative advice, adherence to bank policies, and teamwork with tellers and sales staff. Outstanding communication and a customer-first mindset are essential for delivering seamless experiences.

Qualifications

• High school diploma or GED.
• 2–5 years of experience as a Universal Banker or Teller.
• Proficiency with Microsoft Office Suite and Salesforce.

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 and guide loan options.
• Client-Centric Financial Advice: Provide personalized advice aligned with clients' goals using bank products.
• Referrals: Deepen relationships and refer to mortgage, wealth, private client, and business banking.
• Proactive Client Outreach: Regular calls to offer tailored financial solutions.
• Sales Leadership: Coach associates on sales, referrals, products and services.
• Support teller line: Minimize customer wait times and process transactions as needed.
• Deliver excellent client experiences and resolve issues promptly.
• Stay informed on product knowledge and training meetings.

Skills

Sales experience

Customer service

Financial product knowledge

Education

High school diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

First Horizon Corp. in Woodstock, GA seeks a customer-focused Universal Banker/Teller to drive sales, service, and deposits. You will engage clients, open accounts, process loans, and collaborate with partners to cross-sell financial solutions.

The role emphasizes consultative advice, adherence to bank policies, and teamwork with tellers and sales staff. Outstanding communication and a customer-first mindset are essential for delivering seamless experiences.