Relationship Banker
First Horizon Bank
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Benefits offered by this job
Job summary
First Horizon Bank in Granite Falls, NC is seeking a Universal Banker to engage clients in consultative conversations and recommend personalized banking solutions, with emphasis on deposit accounts, loans, and referrals to other lines of business. You will support deposit options, open accounts, and guide clients through loan applications.
You will deliver exceptional client experiences, proactively outreach to clients and prospects, and coach associates on sales, referrals, and product
Qualifications
- High school diploma or GED.
- 2–5 years of experience as a Universal Banker or Teller.
- Proven ability to engage clients and cross-sell banking products.
Responsibilities
- Proactive Sales Engagement: engage clients to understand financial priorities and recommend banking solutions.
- Growth Focus: fulfill client deposit and borrowing needs and process loan applications.
- Client-Centric Financial Advice: provide personalized guidance aligned with goals.
- Referrals: deepen relationships and refer to mortgage, wealth, private client, and business banking.
- Proactive Client Outreach: conduct regular calls to offer tailored financial solutions.
- Sales Leadership: coach associates on sales, referrals, and services.
- Support teller line to minimize customer wait times and process transactions as needed.
- Deliver excellent client experiences and resolve issues promptly.
- Attend trainings to enhance product knowledge and serve clients better.
Skills
Education
Tools
Job description
- Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
- Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
- Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients’ short-and-long term goals. Utilize a deep understanding of the bank’s products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
- Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
- Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
- Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
- Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
- 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.
- Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
- Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
- Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients’ short-and-long term goals. Utilize a deep understanding of the bank’s products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
- Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
- Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
- Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
- Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
- 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 in conducting and/or participating in meetings to promote sales, product knowledge and customer service.
- Assist banking center management with “on the job training” of new associates.
- Assist with dual control vault responsibilities and audit controls.
- Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job related duties as assigned.
No supervisory responsibilities
- High school diploma or general education degree (GED)
- 2 – 5 years of experience as a Universal Banker or Teller
Microsoft Office Suite, Salesforce
None required.
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
- X formerly Twitter
- YouTube
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
- X formerly Twitter
- YouTube
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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