Relationship Banker

First Horizon Bank

Winston-Salem (NC)

On-site

USD 45,000 - 65,000

Full time

7 days ago

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Benefits offered by this job

Medical with wellness incentives

HSA with company match

401(k) with 6% match

Maternity and parental leave

Tuition reimbursement

Mentor program

Job summary

First Horizon Bank in Winston-Salem, NC seeks a Sales and Client Experience professional to expand deposits and loans through consultative conversations and referrals across bank partners. You will nurture client relationships, guide deposit options, and support teller/service operations to provide seamless experiences.

The role emphasizes proactive outreach, coaching peers on sales best practices, and delivering tailored financial advice aligned with client goals while ensuring regulatory

Qualifications

Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions.
Identify and fulfill client deposit and borrowing needs, guiding options and opening deposit accounts.
Provide personalized financial advice aligned with clients' short- and long-term goals.
Make referrals to bank partners (mortgage, wealth, private client, business banking).
Conduct regular outreach calls to clients and prospects with tailored financial solutions.
Coach associates on sales, referrals, products and services to foster a high-performing culture.
Support teller line to minimize customer wait times and process transactions as needed.
Deliver excellent client experiences and promptly resolve issues.
Attend trainings to enhance product knowledge and stay updated.

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, opening accounts.
Client-Centric Financial Advice: Provide tailored financial advice that aligns with clients' goals and bank products.
Referrals: Deepen relationships by referring to mortgage, wealth, private client, and business banking partners.
Proactive Client Outreach: Regularly contact clients and prospects with tailored financial solutions.
Sales Leadership: Coach associates on sales, referrals, and product knowledge to boost performance.

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.

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, 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.

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

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About Us

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

Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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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