Relationship Banker

First-Horizon-Bank

Greenville (SC)

On-site

USD 38,000 - 52,000

Full time

14 days+

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Benefits offered by this job

Medical + vision

HSA with match

Parental leave

Tuition reimbursement

Mentor program

401(k) with match

Job summary

First Horizon Bank is seeking a Customer Advisor in a sales-focused role to engage clients with consultative conversations about deposits, loans, and banking solutions. You will refer clients to specialist teams to deepen relationships and support a high-performing sales culture.

The position emphasizes proactive outreach, excellent client experiences, and maintaining up-to-date product knowledge through ongoing training and meetings.

Qualifications

Bachelor’s degree not required but relevant experience is valued.
Strong communication and relationship-building abilities.
Ability to understand client financial needs and explain banking options clearly.

Responsibilities

Engage clients in consultative conversations to understand banking priorities.
Identify deposit, loan, and cross-sell opportunities and guide product choices.
Provide personalized financial advice aligned with client goals and bank offerings.
Refer clients to mortgage, wealth, private client, and business banking teams as needed.
Proactively reach out to clients and prospects with tailored financial solutions.
Support sales culture by coaching associates on referrals and product knowledge.
Assist teller line to minimize customer wait times and handle transactions.

Skills

Sales

Customer service

Consultative selling

Education

High school diploma

Tools

Microsoft Office

Salesforce

Job description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Sales and Business Development

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.

Client experience

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.

Compliance and risk management

Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.

Operational efficiency

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.

SUPERVISORY RESPONSIBILITIES

No supervisory responsibilities

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required.

High school diploma or general education degree (GED)
2 – 5 years of experience as a Universal Banker or Teller

COMPUTER AND OFFICE EQUIPMENT SKILLS

Microsoft Office Suite, Salesforce

CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)

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.

About Us

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.

Benefit Highlights

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