Relationship Banker
First Horizon Bank, Roxboro, NC, United States
Job Overview
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.
Location & Schedule
Location: On site at location listed in job posting.
Schedule: Monday through Friday 8:30 AM to 5:15 PM
Responsibilities
Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, focusing on deposit accounts, loans, lines of credit, and referrals.
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 satisfaction and loyalty.
Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including mortgage, wealth, private client, and business banking.
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 minimal, process financial transactions as needed, deliver excellent client experiences, promptly resolve issues, and enhance knowledge through training.
Compliance & Risk Management: Ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational Efficiency: Assist in meetings to promote sales, product knowledge, and customer service; train new associates; manage dual‑control vault responsibilities; stay informed of operational updates and guideline changes.
Qualifications
High school diploma or GED.
2–5 years of experience as a Universal Banker or Teller.
Proficiency with Microsoft Office Suite and Salesforce.
Must meet background credit check and comply with the S.A.F.E Mortgage Licensing Act of 2008 and related regulations.
Required Assessments & Background Check
All candidates must complete the DeGarmo Retail Behavioral Assessment (approximately 12–15 minutes) and submit results prior to application evaluation.
Benefits
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 benefits available at FirstHorizon.com.
#J-18808-Ljbffr
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.
Location & Schedule
Location: On site at location listed in job posting.
Schedule: Monday through Friday 8:30 AM to 5:15 PM
Responsibilities
Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, focusing on deposit accounts, loans, lines of credit, and referrals.
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 satisfaction and loyalty.
Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including mortgage, wealth, private client, and business banking.
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 minimal, process financial transactions as needed, deliver excellent client experiences, promptly resolve issues, and enhance knowledge through training.
Compliance & Risk Management: Ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational Efficiency: Assist in meetings to promote sales, product knowledge, and customer service; train new associates; manage dual‑control vault responsibilities; stay informed of operational updates and guideline changes.
Qualifications
High school diploma or GED.
2–5 years of experience as a Universal Banker or Teller.
Proficiency with Microsoft Office Suite and Salesforce.
Must meet background credit check and comply with the S.A.F.E Mortgage Licensing Act of 2008 and related regulations.
Required Assessments & Background Check
All candidates must complete the DeGarmo Retail Behavioral Assessment (approximately 12–15 minutes) and submit results prior to application evaluation.
Benefits
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 benefits available at FirstHorizon.com.
#J-18808-Ljbffr