Relationship Banker
First Horizon Bank, West Palm Beach, FL, United States
Location:
On site at location listed in job posting.
Schedule:
Monday-Friday 8:15AM - 5PM
Summary The Relationship Banker is a trusted advisor who engages clients in meaningful consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank’s products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center’s overall sales goals. This role performs moderately complex to complex tasks.
Essential Duties And Responsibilities Sales and Business Development
Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, emphasizing deposit accounts, loans, lines of credit, and referrals to other lines of business within the Bank.
Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
Client‑Centric Financial Advice: Provide personalized financial advice that aligns with clients’ short‑and‑long term goals, sharing comprehensive, tailored advice that enhances client satisfaction and loyalty.
Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners.
Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
Sales Leadership: Support a high‑performing culture by coaching associates on sales, referrals, products, and services as needed.
Client Experience
Support the teller line to keep customer wait time to a minimum.
Deliver excellent client experiences and promptly resolve client issues.
Enhance individual knowledge 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 in conducting and/or participating in meetings to promote sales, product knowledge, and customer service.
Assist banking center management with on‑the‑job training of new associates.
Assist with dual control vault responsibilities and audit controls.
Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job‑related duties as assigned.
Qualifications
High school diploma or GED.
2–5 years of experience as a Universal Banker or Teller.
Computer And Office Equipment Skills Microsoft Office Suite, Salesforce.
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.
DeGarmo Behavioral Assessment Requirement
All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position.
The assessment takes approximately 12–15 minutes to complete.
Assessment results must be submitted prior to having your application evaluated by Talent Acquisition.
Benefit Highlights
Medical with wellness incentives, dental, and vision.
HSA with company match.
Maternity and parental leave.
Tuition reimbursement.
Mentor program.
401(k) with 6% match.
More—FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits.
#J-18808-Ljbffr
On site at location listed in job posting.
Schedule:
Monday-Friday 8:15AM - 5PM
Summary The Relationship Banker is a trusted advisor who engages clients in meaningful consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank’s products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center’s overall sales goals. This role performs moderately complex to complex tasks.
Essential Duties And Responsibilities Sales and Business Development
Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, emphasizing deposit accounts, loans, lines of credit, and referrals to other lines of business within the Bank.
Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
Client‑Centric Financial Advice: Provide personalized financial advice that aligns with clients’ short‑and‑long term goals, sharing comprehensive, tailored advice that enhances client satisfaction and loyalty.
Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners.
Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
Sales Leadership: Support a high‑performing culture by coaching associates on sales, referrals, products, and services as needed.
Client Experience
Support the teller line to keep customer wait time to a minimum.
Deliver excellent client experiences and promptly resolve client issues.
Enhance individual knowledge 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 in conducting and/or participating in meetings to promote sales, product knowledge, and customer service.
Assist banking center management with on‑the‑job training of new associates.
Assist with dual control vault responsibilities and audit controls.
Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Perform all other job‑related duties as assigned.
Qualifications
High school diploma or GED.
2–5 years of experience as a Universal Banker or Teller.
Computer And Office Equipment Skills Microsoft Office Suite, Salesforce.
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.
DeGarmo Behavioral Assessment Requirement
All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position.
The assessment takes approximately 12–15 minutes to complete.
Assessment results must be submitted prior to having your application evaluated by Talent Acquisition.
Benefit Highlights
Medical with wellness incentives, dental, and vision.
HSA with company match.
Maternity and parental leave.
Tuition reimbursement.
Mentor program.
401(k) with 6% match.
More—FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits.
#J-18808-Ljbffr