Relationship Banker

About This Role

Serve as a trusted advisor, engaging clients in consultative conversations to understand their financial goals and provide personalized solutions. This role drives growth by actively promoting and selling the bank’s products and services, primarily focusing on deepening client relationships through excellent service and proactive sales.

Responsibilities

• Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
• Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
• Provide personalized financial advice that aligns with clients’ short- and long-term goals, utilizing a deep understanding of the bank’s products and services.
• Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners.
• Conduct regular calls to clients and prospects to offer tailored financial solutions.
• Support the teller line when needed to minimize customer wait time.
• Deliver excellent client experiences consistently and promptly resolve client issues effectively.
• Ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
• 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.

Requirements

• High school diploma or general education degree (GED)
• 2-5 years of experience as a Universal Banker or Teller
• Compliance with the S.A.F.E Mortgage Licensing Act of 2008

Qualifications

• High school diploma or general education degree (GED)
• 2-5 years of experience as a Universal Banker or Teller

Skills

* Required skills

Benefits