Client-Focused Banking Advisor & Growth Specialist

First Horizon Bank; Winston-Salem (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

401(k) with 6% match

Maternity and parental leave

Tuition reimbursement

Mentor program

Job summary

First Horizon Bank in Winston-Salem, NC seeks a Sales and Client Experience professional to expand deposits and loans through consultative conversations and referrals across bank partners. You will nurture client relationships, guide deposit options, and support teller/service operations to provide seamless experiences.

The role emphasizes proactive outreach, coaching peers on sales best practices, and delivering tailored financial advice aligned with client goals while ensuring regulatory

Qualifications

• Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions.
• Identify and fulfill client deposit and borrowing needs, guiding options and opening deposit accounts.
• Provide personalized financial advice aligned with clients' short- and long-term goals.
• Make referrals to bank partners (mortgage, wealth, private client, business banking).
• Conduct regular outreach calls to clients and prospects with tailored financial solutions.
• Coach associates on sales, referrals, products and services to foster a high-performing culture.
• Support teller line to minimize customer wait times and process transactions as needed.
• Deliver excellent client experiences and promptly resolve issues.
• Attend trainings to enhance product knowledge and stay updated.

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 through deposit and loan options, opening accounts.
• Client-Centric Financial Advice: Provide tailored financial advice that aligns with clients' goals and bank products.
• Referrals: Deepen relationships by referring to mortgage, wealth, private client, and business banking partners.
• Proactive Client Outreach: Regularly contact clients and prospects with tailored financial solutions.
• Sales Leadership: Coach associates on sales, referrals, and product knowledge to boost performance.

Job description

First Horizon Bank in Winston-Salem, NC seeks a Sales and Client Experience professional to expand deposits and loans through consultative conversations and referrals across bank partners. You will nurture client relationships, guide deposit options, and support teller/service operations to provide seamless experiences.

The role emphasizes proactive outreach, coaching peers on sales best practices, and delivering tailored financial advice aligned with client goals while ensuring regulatory