Senior Relationship Banker: Personal Finance Advisor

First Horizon Corp.; Nashville (TN); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

First Horizon Corp. is seeking a Relationship Banker who will engage clients in consultative conversations to understand financial goals and align solutions, focusing on deposits, loans, and referrals across banking lines.

The role emphasizes deepening client relationships through personalized service, proactive outreach, and sales leadership to meet center goals while maintaining compliance and efficiency.

Formación

• High school diploma or GED is required.
• 5+ years of experience in related banking roles.

Responsabilidades

• Proactively engage clients in consultative conversations to assess financial priorities and propose deposit, loan, and referral solutions.
• Identify and fulfill client deposit and borrowing needs, guiding through options and opening accounts.
• Provide personalized financial advice aligned with clients' short- and long-term goals using knowledge of bank products.
• Make referrals to mortgage, wealth, private client, and business banking when appropriate.
• Conduct regular client outreach to offer tailored financial solutions.
• Coach and support associates on sales, referrals, and product knowledge as needed.
• Support teller line to minimize wait times and handle transactions as needed.
• Deliver excellent client experiences and promptly resolve issues.
• Stay informed of updates and maintain compliance with bank policies and risk controls.
• Assist with sales meetings, training, dual controls, vault duties, and audit controls.

Educación

GED

Herramientas

Microsoft Office Suite

Salesforce

Descripción del empleo

First Horizon Corp. is seeking a Relationship Banker who will engage clients in consultative conversations to understand financial goals and align solutions, focusing on deposits, loans, and referrals across banking lines.

The role emphasizes deepening client relationships through personalized service, proactive outreach, and sales leadership to meet center goals while maintaining compliance and efficiency.