Universal Banker Senior

First Horizon; Fort Lauderdale (FL); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated customer service representative to join their team in a retail banking environment. This role involves processing financial transactions, opening accounts, and providing tailored recommendations to clients. You will play a crucial part in enhancing client relationships through consultative conversations and proactive outreach. The ideal candidate will have a strong background in customer service and sales, demonstrating the ability to meet and exceed goals. Join a company recognized for its commitment to excellence and become part of a team that values your contributions.

Benefits

Medical with wellness incentives

Dental and vision insurance

HSA with company match

Maternity and parental leave

401(k) with 6% match

Qualifications

• 3-5 years of experience in customer service or sales.
• High school diploma or GED is required.

Responsibilities

• Provide quality customer service and process financial transactions.
• Open and manage new accounts and conduct outbound sales calls.

Skills

Customer Service

Sales Skills

Problem Solving

Communication

Education

High School Diploma or GED

Tools

Microsoft Office Suite

10-key Calculator

Coin Counter

Job description

Location : Onsite at the location listed in the job posting.

SUMMARY

Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet / exceed sales goals / referral goals), and provide support to banking center management. This role performs the most complex assignments and will assume a lead role in coaching and sales training as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Sales and service

• Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.
• Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
• Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
• Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
• Conduct regular outbound calls to clients and prospects, including participating in client / prospect calling activities during special deposit / loan campaigns.
• Assist client with loan application for personal / retail consumer needs and "handing off" the processing of these applications to the appropriate associate.
• Research and resolve problems and respond to client inquiries on account status.
• Deliver excellent client experiences consistently and promptly resolve client issues effectively.
• Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.

Compliance and risk management

• Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.

Operational efficiency

• Assist banking center associates with all aspects of daily operations as needed, including audit controls.
• Assist banking center management with "on the job training" of new associates.
• Stay informed of all operational updates and changes to ensure compliance with all current guidelines.

Perform all other job-related duties as assigned

SUPERVISORY RESPONSIBILITIES

No supervisory responsibilities

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and / or ability required and may be substituted with an equivalent combination of education and experience.

• High school diploma or general education degree (GED) and 3-5 years of experience

COMPUTER AND OFFICE EQUIPMENT SKILLS

Microsoft Office Suite

In addition, 10-key calculator; coin counter

CERTIFICATES, LICENSES, REGISTRATIONS (Ex : CPA, Series 6 or 7 license, etc)

• Monday - Friday
• 8 : 30 AM - 5 : 00 PM

As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

About Us :

First Horizon Corp. (NYSE : FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.

Benefit Highlights :

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• 401(k) with 6% match
• MoreFirstHorizon.com / First-Horizon-National-Corporation / Careers / Our-Benefits

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Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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