Relationship Banker

First Horizon Bank; Houston (TX); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Relationship Banker to join their dynamic team in Houston. This role is pivotal in fostering client relationships and providing personalized financial solutions that align with clients' goals. You'll engage in consultative sales, promote a range of banking products, and ensure exceptional client experiences. If you're passionate about finance and dedicated to helping clients achieve their financial objectives, this is a fantastic opportunity to grow your career in a supportive environment that values professional development and community engagement.

Benefits

Medical with wellness incentives

Dental and vision insurance

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Qualifications

• Engage clients in consultative conversations to understand financial priorities.
• Provide personalized financial advice that aligns with clients’ goals.
• Support teller line to minimize customer wait times.

Responsibilities

• Drive growth by promoting and selling banking products and services.
• Conduct regular outreach to clients to offer tailored financial solutions.
• Ensure compliance with bank regulations and internal controls.

Skills

Sales Engagement

Client Relationship Management

Financial Advice

Compliance Knowledge

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

Join to apply for the Relationship Banker role at First Horizon Bank

1 week ago Be among the first 25 applicants

Join to apply for the Relationship Banker role at First Horizon Bank

Location: On site at location listed in job posting.

Summary

The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank’s products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center’s overall sales goals. This role performs moderately complex to complex tasks.

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.
  
  

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

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 Corp. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, 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
  
  

Corporate Access Commitment:

At First Horizon, we focus on what matters most to our associates, clients and the communities we serve. As we continue to evolve, we remain committed to an open and supportive workplace and providing opportunity and access to capital and counsel for all.

Follow Us

Facebook

X formerly Twitter

LinkedIn

Instagram

YouTube

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at First Horizon Bank by 2x

Get notified about new Relationship Banker jobs in Houston, TX.

Senior Vice President Relationship Manager

Houston, TX $160,000.00-$165,000.00 3 weeks ago

Relationship Manager IV - Corporate Banking

Relationship Manager I - Business Banking

Consumer Banking Relationship Specialist (Relationship Banker)

Senior Private Banking Relationship Manager - Houston TX

Senior Vice President Relationship Manager

Houston, TX $140,000.00-$170,000.00 3 weeks ago

Business Banking Treasury Management Advisor - Relationship Manager I

Senior Director, Relationship Manager, Corporate Banking

Senior Private Banking Relationship Manager - Houston TX

Relationship Manager I - Business Banking

Lead Commercial Banking Relationship Manager

Commercial Lender (Full Time) - Sugar Land

Houston, TX $130,000.00-$150,000.00 5 days ago

Relationship Banker II (North Freeway Branch)

Greater Houston $165,000.00-$225,000.00 1 day ago

Small Business Banking Relationship Management Manager (LO)

Commercial Relationship Manager I, II, or III

Lead Commercial Banking Relationship Manager

Relationship Manager I - Business Banking

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.