Relationship Banker & Financial Solutions Advisor

First-Horizon-Bank

Cary (NC)

On-site

USD 55,000 - 75,000

Full time

14 days+
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Job summary

First Horizon Bank in Cary, NC is seeking a Relationship Banker to engage clients with consultative conversations, assess financial priorities, and recommend tailored deposit, loan, and line of credit solutions.

The role emphasizes client service, referrals to mortgage and wealth partners, and proactive outreach to deepen relationships while maintaining compliance and service excellence.

Qualifications

  • High school diploma or GED required.
  • 2–5 years of experience as a Universal Banker or Teller.
  • 5+ years of experience as a Relationship Banker Senior is a plus.

Responsibilities

  • Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions.
  • Growth-focused: identify and fulfill client deposit and borrowing needs, guiding options and loan applications.
  • Provide personalized financial advice aligned with clients' short- and long-term goals using product knowledge.
  • Recognize opportunities to deepen relationships and make referrals to mortgage, wealth, private client, and business banking partners.
  • Proactive client outreach via regular calls to offer tailored financial solutions and maintain high service levels.

Skills

Sales & Business Development
Customer Service
Relationship Banking

Education

High School Diploma or GED

Tools

Microsoft Office Suite
Salesforce

Job description

First Horizon Bank in Cary, NC is seeking a Relationship Banker to engage clients with consultative conversations, assess financial priorities, and recommend tailored deposit, loan, and line of credit solutions.

The role emphasizes client service, referrals to mortgage and wealth partners, and proactive outreach to deepen relationships while maintaining compliance and service excellence.

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