Universal Banker: Elevate Client Experience & Solutions

First-Horizon-Bank; Cape Coral (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

First-Horizon-Bank in Cape Coral, FL seeks a customer-service oriented teller to support daily cash handling and account opening, emphasizing quality service and efficiency.

The role involves identifying client needs, recommending suitable products, cross-selling with bank partners, and handling loan applications with proper handoff. Strict adherence to policies and ongoing training are expected to ensure regulatory compliance.

Qualifications

• High school diploma or GED and 1 year teller experience preferred.
• Background credit check required as part of employment process.
• Compliance with SAF E Mortgage Licensing Act of 2008 and related regulations.

Responsibilities

• Provide teller and platform support to minimize client wait times and ensure quality service.
• Identify client needs through consultative conversations and recommend appropriate products.
• Open and process new deposit accounts including savings, IRAs, CDs, and money market accounts.
• Cross-sell and refer to bank partners to generate new business and deepen relationships.
• Conduct outbound calls to clients and prospects during campaigns.
• Assist clients with loan applications and hand off processing as needed.
• Deliver excellent client experiences and resolve inquiries promptly.
• Stay informed of operational updates to ensure compliance with guidelines.
• Assist management with training of new associates.

Skills

Customer service

Communication

Cross-selling

Education

High school diploma or GED

Tools

Microsoft Office Suite

10-key calculator

Coin counter

Job description

First-Horizon-Bank in Cape Coral, FL seeks a customer-service oriented teller to support daily cash handling and account opening, emphasizing quality service and efficiency.

The role involves identifying client needs, recommending suitable products, cross-selling with bank partners, and handling loan applications with proper handoff. Strict adherence to policies and ongoing training are expected to ensure regulatory compliance.