Proactive Relationship Banker & Financial Advisor

First Horizon Bank; Woodstock (GA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

HSA with company match

Maternity leave

Tuition reimbursement

Mentor program

401(k) match

Job summary

First Horizon Bank in Woodstock, GA is seeking a Universal Banker to engage clients in consultative conversations, identify deposit and loan needs, open deposit accounts and guide customers through borrowings. The role requires proactive outreach, referrals to other bank lines, and ongoing client service excellence.

The position emphasizes coaching and contributing to a high-performing sales culture, with 2-5 years of experience and a high school diploma required.

Qualifications

• High school diploma or GED.
• 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 through deposit and loan options and opening deposit accounts.
• Client-Centric Financial Advice: Provide personalized financial advice aligned with clients’ goals using bank products and services.
• Referrals: Deepen relationships and refer to mortgage, wealth, private client, and business banking partners.
• Proactive Client Outreach: Conduct regular calls to offer tailored financial solutions.
• Sales Leadership: Coach associates on sales, referrals, products and services.

Education

High school diploma or general education degree (GED)

Tools

Microsoft Office Suite

Salesforce

Job description

First Horizon Bank in Woodstock, GA is seeking a Universal Banker to engage clients in consultative conversations, identify deposit and loan needs, open deposit accounts and guide customers through borrowings. The role requires proactive outreach, referrals to other bank lines, and ongoing client service excellence.

The position emphasizes coaching and contributing to a high-performing sales culture, with 2-5 years of experience and a high school diploma required.