TalentAlly
Relationship Banker
Join to apply for the
Relationship Banker
role at
TalentAlly
Location:
On site at location listed in job posting.
Schedule:
Monday through Thursday 8:30 AM to 4:30 PM, Friday 8:00 AM to 6:00 PM, Saturday 8:30 AM to 1:30 PM
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.
Responsibilities
Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, emphasizing deposit accounts, loans, lines of credit, and referral of other business lines.
Identify and fulfill client deposit and borrowing needs, guiding them through deposit and loan options, opening accounts, and taking loan applications.
Provide personalized financial advice aligned with clients’ short- and long-term goals, sharing comprehensive, tailored advice to enhance satisfaction and loyalty.
Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners.
Conduct regular proactive client outreach calls to offer tailored solutions.
Coaching associates on sales, referrals, products and services to support high-performing culture.
Support teller line to keep customer wait times minimal and process financial transactions.
Resolve client issues promptly and deliver excellent client experiences.
Attend sales, service, and product knowledge meetings, training classes, and web-based learning to enhance service knowledge.
Ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and code of ethics.
Assist with 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 operational updates and changes to maintain compliance with current guidelines.
Perform all other job-related duties as assigned.
Qualifications
High school diploma or general education degree (GED).
2–5 years experience as a Universal Banker or Teller.
Computer and Office Equipment Skills Microsoft Office Suite, Salesforce.
Background and Licensing Requirements Candidate will undergo background credit check and must comply with the S.A.F.E Mortgage Licensing Act of 2008.
DeGarmo Behavioral Assessment
All candidates must complete the DeGarmo Retail Behavioral Assessment.
The assessment takes approximately 12–15 minutes.
Results must be submitted prior to application evaluation.
About First Horizon Corporation First Horizon Corporation is a leading regional financial services company dedicated to helping 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 offers a broad range of services including commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking.
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 benefits at FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits.
Equal Opportunity Employer 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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Relationship Banker
role at
TalentAlly
Location:
On site at location listed in job posting.
Schedule:
Monday through Thursday 8:30 AM to 4:30 PM, Friday 8:00 AM to 6:00 PM, Saturday 8:30 AM to 1:30 PM
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.
Responsibilities
Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, emphasizing deposit accounts, loans, lines of credit, and referral of other business lines.
Identify and fulfill client deposit and borrowing needs, guiding them through deposit and loan options, opening accounts, and taking loan applications.
Provide personalized financial advice aligned with clients’ short- and long-term goals, sharing comprehensive, tailored advice to enhance satisfaction and loyalty.
Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners.
Conduct regular proactive client outreach calls to offer tailored solutions.
Coaching associates on sales, referrals, products and services to support high-performing culture.
Support teller line to keep customer wait times minimal and process financial transactions.
Resolve client issues promptly and deliver excellent client experiences.
Attend sales, service, and product knowledge meetings, training classes, and web-based learning to enhance service knowledge.
Ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and code of ethics.
Assist with 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 operational updates and changes to maintain compliance with current guidelines.
Perform all other job-related duties as assigned.
Qualifications
High school diploma or general education degree (GED).
2–5 years experience as a Universal Banker or Teller.
Computer and Office Equipment Skills Microsoft Office Suite, Salesforce.
Background and Licensing Requirements Candidate will undergo background credit check and must comply with the S.A.F.E Mortgage Licensing Act of 2008.
DeGarmo Behavioral Assessment
All candidates must complete the DeGarmo Retail Behavioral Assessment.
The assessment takes approximately 12–15 minutes.
Results must be submitted prior to application evaluation.
About First Horizon Corporation First Horizon Corporation is a leading regional financial services company dedicated to helping 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 offers a broad range of services including commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking.
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 benefits at FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits.
Equal Opportunity Employer 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.
#J-18808-Ljbffr