Client-Centric Banking Specialist

First Horizon Bank; Mount Airy (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

First Horizon Bank in Mount Airy, NC is seeking a customer-focused banking professional to provide teller and platform support, identify client needs, and promote deposit products. The role involves opening accounts, processing deposits, and assisting with loan applications, while delivering consistently excellent client service.

You will engage with clients through consultative conversations, participate in campaigns, and collaborate with bank partners to deepen relationships.

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 participation in client/prospect calling activities during special deposit/loan campaigns.
• Assist client with loan application for personal/retail consumer needs and hand 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.
• Perform all other job related duties as assigned

Skills

Customer service

Cash handling

Sales

Cross-selling

Outbound calling

Job description

First Horizon Bank in Mount Airy, NC is seeking a customer-focused banking professional to provide teller and platform support, identify client needs, and promote deposit products. The role involves opening accounts, processing deposits, and assisting with loan applications, while delivering consistently excellent client service.

You will engage with clients through consultative conversations, participate in campaigns, and collaborate with bank partners to deepen relationships.