Personal Banking Advisor: Deposits, Loans & Solutions

First-Horizon-Bank; Plantation (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

First Horizon Bank in Plantation, FL is seeking a Universal Banker/Teller to drive client-focused banking services. You will engage clients in consultative conversations, help with deposit and loan options, and open deposit accounts, while making referrals to other lines of business.

Role requires a high school diploma and 2–5 years of branch experience; familiarity with Salesforce and Microsoft Office is advantageous. Customer service excellence is essential.

Qualifications

• High school diploma or GED is required.
• 2–5 years of experience as a Universal Banker or Teller.

Responsibilities

• Engage clients in consultative conversations to understand financial priorities and recommend banking solutions.
• Identify and fulfill client deposit and borrowing needs, guiding clients through deposit accounts and loan applications.
• Provide personalized financial advice aligned with clients’ goals and refer to bank partners as appropriate.
• Proactively conduct client outreach to offer tailored financial solutions.
• Support a high-performing sales culture by coaching associates on sales, referrals, and product knowledge.
• Support teller line to minimize client wait times and resolve issues efficiently.

Education

High school diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

First Horizon Bank in Plantation, FL is seeking a Universal Banker/Teller to drive client-focused banking services. You will engage clients in consultative conversations, help with deposit and loan options, and open deposit accounts, while making referrals to other lines of business.

Role requires a high school diploma and 2–5 years of branch experience; familiarity with Salesforce and Microsoft Office is advantageous. Customer service excellence is essential.