Relationship Banker: Client Finance Advisor & Growth

First Horizon Bank; North Carolina; On-site; USD 35,000 - 52,000; Full time

Job summary

First Horizon Bank is recruiting for a Banking Associate to engage clients, assess financial needs, and offer tailored solutions across deposits, loans, and related services. You will refer clients to mortgage, wealth, and business banking, while maintaining compliance and delivering strong service. Training and collaborative culture are emphasized.

The role emphasizes proactive outreach, client-centric advice, and teamwork with sales and service staff to drive client satisfaction and growth.

Qualifications

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

Responsibilities

• Engage clients to understand financial priorities and recommend banking solutions.
• Identify and fulfill client deposit and loan needs.
• Provide personalized financial advice aligning with client goals.
• Refer clients to mortgage, wealth, private client, and business banking.
• Proactively reach out to clients and prospects with tailored solutions.
• Coach associates on sales, referrals, products, and services.
• Support teller line to minimize client wait times and process transactions.
• Maintain compliance with bank regulations and code of ethics.
• Assist in meetings to promote sales and product knowledge.
• Assist management with training and audit controls.

Skills

Sales

Customer service

Financial advice

Client outreach

Education

High school diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

First Horizon Bank is recruiting for a Banking Associate to engage clients, assess financial needs, and offer tailored solutions across deposits, loans, and related services. You will refer clients to mortgage, wealth, and business banking, while maintaining compliance and delivering strong service. Training and collaborative culture are emphasized.

The role emphasizes proactive outreach, client-centric advice, and teamwork with sales and service staff to drive client satisfaction and growth.