Relationship Banking Advisor: Personal Finance Solutions

First Horizon Bank; Florida; On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Maternity and parental leave

Tuition reimbursement

401(k) with 6% match

Job summary

First Horizon Bank is seeking a Universal Banker/Teller to engage clients in consultative conversations, identify deposit and loan needs, and provide personalized financial guidance. You will refer clients to mortgage, wealth, and business banking partners while delivering outstanding service.

Role emphasizes proactive outreach, sales leadership, and supporting a high-performing banking team with strong knowledge of banking products and services.

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.
• Identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options.
• Provide personalized financial advice aligned with clients' short and long-term goals using the bank's products and services.
• Refer clients to bank partners for mortgage, wealth, private client, and business banking.
• Conduct regular outreach to offer tailored financial solutions.
• Coach associates on sales, referrals, products and services to support a high-performing culture.

Skills

Customer service

Sales skills

Financial products

Education

High school diploma or GED

Tools

Microsoft Office Suite

Salesforce

Job description

First Horizon Bank is seeking a Universal Banker/Teller to engage clients in consultative conversations, identify deposit and loan needs, and provide personalized financial guidance. You will refer clients to mortgage, wealth, and business banking partners while delivering outstanding service.

Role emphasizes proactive outreach, sales leadership, and supporting a high-performing banking team with strong knowledge of banking products and services.