Relationship Banking & Growth Advisor

First Horizon Bank; Columbia (SC); On-site; USD 32,000 - 52,000; Full time

Job summary

First Horizon Bank in Columbia, SC seeks an experienced Universal Banker/Teller to engage clients, guide deposit and loan options, and deliver personalized financial advice. You will refer to bank partners, conduct regular client outreach, and support the teller line to ensure fast service.

The role emphasizes delivering excellent client experiences, driving cross-sell opportunities, and participating in ongoing product knowledge training to enhance customer satisfaction.

Qualifications

• 2-5 years of experience as a Universal Banker or Teller.
• Proficiency with Microsoft Office Suite and Salesforce (CRM).

Responsibilities

• Proactive Sales Engagement: engage clients to understand financial priorities and recommend personalized banking solutions.
• Growth Focus: identify and fulfill client deposit and borrowing needs, opening deposit accounts and taking loan applications.
• Client-Centric Financial Advice: provide tailored financial advice aligned with clients' goals.
• Referrals: deepen relationships and refer to bank partners (mortgage, wealth, private client, business banking).
• Proactive Client Outreach: conduct regular calls to offer tailored financial solutions.
• Sales Leadership: coach associates on sales, referrals, products and services.
• Support teller line to minimize wait times and perform transactions as needed.
• Deliver excellent client experiences and promptly resolve issues.
• Attend sales, service, and product knowledge meetings and training.

Skills

Universal Banker/Teller experience

Education

High school diploma or GED

Tools

Salesforce

Microsoft Office Suite

Job description

First Horizon Bank in Columbia, SC seeks an experienced Universal Banker/Teller to engage clients, guide deposit and loan options, and deliver personalized financial advice. You will refer to bank partners, conduct regular client outreach, and support the teller line to ensure fast service.

The role emphasizes delivering excellent client experiences, driving cross-sell opportunities, and participating in ongoing product knowledge training to enhance customer satisfaction.