Relationship Banker: Personal Finance Advisor & Client Growth

First Horizon Bank; Atlanta (GA); On-site; USD 42,000 - 54,000; Full time

Job summary

First Horizon Bank in Atlanta, GA is seeking a customer-focused Universal Banker to drive consultative sales, liaise with clients on deposits and loans, and deliver superior service across banking products. The role requires building trust, offering tailored financial guidance, and referring clients to Wedding Center partners as appropriate.

You will support teller operations, resolve client issues promptly, and participate in ongoing product and service training to enhance client satisfaction

Qualifications

• High school diploma or GED is required.
• 2–5 years of Universal Banker or Teller experience preferred.
• Proficiency with Microsoft Office Suite and Salesforce.

Responsibilities

• Engage clients in consultative conversations to assess financial priorities and recommend banking solutions.
• Identify deposit and loan needs and guide clients through options.
• Provide personalized financial advice aligned with client goals.
• Refer clients to mortgage, wealth, private client, and business banking.
• Conduct regular outreach to offer tailored financial solutions.
• Assist teller line to minimize wait times and process transactions as needed.
• Deliver excellent client experiences and resolve issues promptly.
• Stay updated on operations, policies, and guidelines; participate in training.
• Support sales culture by coaching associates on referrals and products.

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

First Horizon Bank in Atlanta, GA is seeking a customer-focused Universal Banker to drive consultative sales, liaise with clients on deposits and loans, and deliver superior service across banking products. The role requires building trust, offering tailored financial guidance, and referring clients to Wedding Center partners as appropriate.

You will support teller operations, resolve client issues promptly, and participate in ongoing product and service training to enhance client satisfaction