Relationship Banker: Consultative Financial Advisor

First-Horizon-Bank; Delray Beach (FL); On-site; USD 52,000 - 78,000; Full time

Job summary

First Horizon Bank is seeking a Sales and Business Development professional to engage clients in consultative conversations, identify deposit and loan needs, and guide applications. You will referral to bank partners and coach teams on sales and service excellence.

The role emphasizes client-centric financial advice, proactive outreach, and adherence to regulatory requirements while supporting teller operations and training new staff.

Qualifications

• High school diploma or GED required.
• 5+ years of experience preferred.

Responsibilities

• Engage clients in consultative conversations to recommend banking solutions.
• Identify deposit and borrowing needs and guide loan applications.
• Provide personalized financial advice aligned with client goals.
• Refer clients to mortgage, wealth, private client, and business banking partners.
• Conduct regular outreach to offer tailored financial solutions.
• Coach associates on sales, referrals and product knowledge.
• Support teller line to minimize client wait times and process transactions.
• Deliver excellent client experiences and resolve issues promptly.
• Attend meetings to strengthen product knowledge and sales skills.
• Assist with training of new associates and vault controls.
• Stay informed of operational updates to ensure compliance.
• Perform other job duties as assigned.

Skills

Sales

Client relations

Communication

Coaching

Education

High school diploma or GED

Tools

Salesforce

Microsoft Office

Job description

First Horizon Bank is seeking a Sales and Business Development professional to engage clients in consultative conversations, identify deposit and loan needs, and guide applications. You will referral to bank partners and coach teams on sales and service excellence.

The role emphasizes client-centric financial advice, proactive outreach, and adherence to regulatory requirements while supporting teller operations and training new staff.