Relationship Banker: Personal Finance Advisor & Growth Driver

First-Horizon-Bank

Florida

On-site

USD 32,000 - 42,000

Full time

8 days ago

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Job summary

First Horizon Bank seeks a customer-focused Universal Banker or Teller to engage clients, open deposit accounts, process loans, and provide tailored financial guidance. You’ll promote cross-sell opportunities and support a high-performing sales culture.

Role emphasizes proactive outreach, accurate transactions, and adherence to banking regulations with opportunities for growth within the bank.

Qualifications

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

Responsibilities

  • Engage clients in consultative conversations to understand financial priorities and recommend banking solutions (deposits, loans, lines of credit).
  • Identify and fulfill client deposit and borrowing needs, open deposit accounts, and take loan applications.
  • Provide personalized financial advice aligned with clients' goals, leveraging bank products and services.
  • Make referrals to mortgage, wealth, private client, and business banking partners to deepen relationships.
  • Regularly reach out to clients and prospects with tailored financial solutions.
  • Coach associates on sales, referrals, and product knowledge to support a high-performing culture.

Education

GED
High school diploma

Tools

Microsoft Office Suite
Salesforce

Job description

First Horizon Bank seeks a customer-focused Universal Banker or Teller to engage clients, open deposit accounts, process loans, and provide tailored financial guidance. You’ll promote cross-sell opportunities and support a high-performing sales culture.

Role emphasizes proactive outreach, accurate transactions, and adherence to banking regulations with opportunities for growth within the bank.

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