Relationship Banking Advisor

First Horizon Corp.; North Carolina; Hybrid; USD 34,000 - 52,000; Full time

Job summary

First Horizon Corp. is seeking a Universal Banker in North Carolina to engage clients in consultative conversations, assess financial priorities, and offer personalized deposit and loan solutions. The role involves opening accounts, processing loan applications, and guiding customers through various banking options.

The position emphasizes client-centric service, referrals to other lines of business, and ongoing sales coaching to support a high-performing team at the branch level.

Qualifications

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

Responsibilities

• Proactive sales engagement: engage clients in consultative conversations to understand financial priorities and recommend banking solutions.
• Growth focus: identify and fulfill client deposit and borrowing needs, guide and open deposit accounts, take loan applications.
• Client-centric financial advice: provide personalized financial advice aligned with clients' goals and bank products.
• Referrals: recognize opportunities to deepen relationships and refer to mortgage, wealth, private client, and business banking.
• Proactive client outreach: conduct regular calls to offer tailored financial solutions.
• Sales leadership: coach associates on sales, referrals, and product knowledge.

Skills

Microsoft Office Suite

Salesforce

Education

High school diploma or GED

2–5 years as Universal Banker or Teller

Job description

First Horizon Corp. is seeking a Universal Banker in North Carolina to engage clients in consultative conversations, assess financial priorities, and offer personalized deposit and loan solutions. The role involves opening accounts, processing loan applications, and guiding customers through various banking options.

The position emphasizes client-centric service, referrals to other lines of business, and ongoing sales coaching to support a high-performing team at the branch level.