Relationship Banker & Client Finance Advisor

First Horizon Bank; Winter Park (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

First Horizon Bank in Winter Park, FL is seeking a Universal Banker to engage clients in consultative conversations and identify deposit and loan needs. You will open deposit accounts, take loan applications, and refer clients to other bank lines of business to grow relationships.

Responsibilities include supporting the teller line, delivering excellent client experiences, staying compliant with regulations, and assisting with training, vault controls and audits as needed.

Qualifications

• High school diploma or GED required.
• 2–5 years of experience as a Universal Banker or Teller preferred.

Responsibilities

• Proactive sales engagement to understand financial priorities and recommend banking solutions.
• Identify and fulfill client deposit and borrowing needs; open deposit accounts and take loan applications.
• Provide personalized financial advice and refer to other bank lines of business as needed.
• Support teller line and deliver excellent client experiences; resolve issues promptly.
• Stay compliant with bank regulations, policies, and internal controls.
• Assist in meetings, training, vault controls, and audit duties as required.

Education

High school diploma or general education degree (GED)

Tools

Microsoft Office Suite

Salesforce

Job description

First Horizon Bank in Winter Park, FL is seeking a Universal Banker to engage clients in consultative conversations and identify deposit and loan needs. You will open deposit accounts, take loan applications, and refer clients to other bank lines of business to grow relationships.

Responsibilities include supporting the teller line, delivering excellent client experiences, staying compliant with regulations, and assisting with training, vault controls and audits as needed.