Relationship Banker: Personal Finance Advisor & Growth

First Horizon Bank; Cary (NC); On-site; USD 42,000 - 66,000; Full time

Job summary

First Horizon Bank in Cary, NC seeks a Relationship Banker to engage clients in consultative conversations, understand financial priorities, and recommend deposit accounts, loans and lines of credit, with referrals to other lines of business.

You will grow deposits and borrowing needs, provide tailored financial advice, support a high-performing sales culture, assist with onboarding new associates, and help deliver outstanding client experiences while upholding risk controls.

Qualifications

• High school diploma or GED.
• 2-5 years of experience as a Universal Banker or Teller.
• 5+ years of relevant experience for Senior role.

Responsibilities

• Engage clients in consultative conversations to understand financial priorities and recommend banking solutions.
• Identify and fulfill client deposit and borrowing needs; guide through deposits and loan applications.
• Provide personalized financial advice aligning with clients' goals.
• Make referrals to mortgage, wealth, private client, and business banking partners.
• Conduct regular client outreach to offer tailored financial solutions.
• Support a high-performing sales culture by coaching associates on sales, referrals, products and services as needed.
• Support teller line to minimize customer wait times and process transactions.
• Deliver excellent client experiences and resolve issues promptly.
• Stay informed of operational updates and ensure compliance with bank guidelines.
• Assist with on-the-job training of new associates.
• Assist with dual control vault responsibilities and audit controls.
• Perform all other job-related duties as assigned.

Skills

Relationship Banker experience

Teller experience

Sales experience

Education

GED / High School Diploma

Tools

Salesforce

Microsoft Office Suite

Job description

First Horizon Bank in Cary, NC seeks a Relationship Banker to engage clients in consultative conversations, understand financial priorities, and recommend deposit accounts, loans and lines of credit, with referrals to other lines of business.

You will grow deposits and borrowing needs, provide tailored financial advice, support a high-performing sales culture, assist with onboarding new associates, and help deliver outstanding client experiences while upholding risk controls.