Relationship Banker: Consultative Financial Advisor

First Horizon Corp.; Nashville (TN); On-site; USD 42,000 - 62,000; Full time

Job summary

First Horizon Corp. in Nashville seeks an experienced Universal Banker to engage clients in consultative conversations, understand financial priorities, and offer personalized banking solutions.

You will guide clients through deposit and loan options, open accounts, and coordinate referrals to other lines of business. The role emphasizes delivering strong client experiences, proactive outreach, and collaboration with banking partners.

Qualifications

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

Responsibilities

• Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
• Growth Focus: 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: Provide personalized financial advice that aligns with clients' goals, using deep product knowledge to enhance satisfaction.
• Referrals: Recognize opportunities to deepen relationships with additional products and services with referrals to bank partners.
• Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
• Sales Leadership: Coach associates on sales, referrals, products and services.

Skills

Sales experience

Client relationship

Customer service

Financial products knowledge

Education

High school diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

First Horizon Corp. in Nashville seeks an experienced Universal Banker to engage clients in consultative conversations, understand financial priorities, and offer personalized banking solutions.

You will guide clients through deposit and loan options, open accounts, and coordinate referrals to other lines of business. The role emphasizes delivering strong client experiences, proactive outreach, and collaboration with banking partners.