Talent.com
Relationship Banker
Relationship BankerFirst Horizon • Palm Beach Gardens, FL, US
Relationship Banker

Relationship Banker

First Horizon • Palm Beach Gardens, FL, US
30+ days ago
Job type
  • Full-time
Job description

Relationship Banker

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

  • Proactive Sales Engagement : 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.
  • 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 : Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
  • Referrals : Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to 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

  • Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
  • 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 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 general education degree (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.

    Hours :

  • Monday - Friday
  • 8 : 30 AM - 5 : 00 PM
  • DeGarmo Behavioral Assessment Requirement

  • All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
  • The assessment takes approximately 1215 minutes to complete
  • Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
  • About Us First Horizon Corporation 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.

    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

    Create a job alert for this search

    Relationship Banker • Palm Beach Gardens, FL, US

    Related jobs
    Client Advisor - Stuart (Wedgewood Branch)

    Client Advisor - Stuart (Wedgewood Branch)

    Seacoast National Bank • Hobe Sound, FL, United States
    Full-time
    This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial n...Show more
    Last updated: 20 days ago • Promoted
    Teller - Stuart

    Teller - Stuart

    Seacoast National Bank • Hobe Sound, FL, United States
    Full-time
    This position processes customer transactions for a variety of routine to more complex financial transactions including but not limited to check cashing, account withdrawals and deposits.Responsibl...Show more
    Last updated: 30+ days ago • Promoted
    Insurance Sales Agent - Palm Beach Gardens, FL

    Insurance Sales Agent - Palm Beach Gardens, FL

    The Auto Club Group • Palm Beach Gardens, FL, United States
    Full-time
    It's a great time to join AAA The Auto Club Group!.JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD.Looking to take your sales career to the next level?. Join America's most trusted brand with...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Banker

    Commercial Banker

    First Citizens Bank • Jupiter, FL, US
    Full-time
    What sets First Citizens apart?.Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Commercial Banker at First Citizens Bank you will carry on our trad...Show more
    Last updated: 30+ days ago • Promoted
    Sales Associate- PBG

    Sales Associate- PBG

    Klas Enterprises LLC • Palm Beach Gardens, FL, US
    Full-time
    Are you ready to launch your career? Oxford Sales Academy is offering an award-winning sales training program, and we'll PAY you while you learn!. Comprehensive training led by seasoned professional...Show more
    Last updated: 30+ days ago • Promoted
    B2B Sales Account Executive

    B2B Sales Account Executive

    AT&T • Palm Beach Gardens, FL, US
    Full-time
    B2B Sales Account Executive Fiber & Mobility.Join AT&T's Sales team and help connect customers with innovative solutions in cybersecurity, fiber, wireless, cloud, IoT, and more.Your sales expertis...Show more
    Last updated: 30+ days ago • Promoted
    Field Sales Representative

    Field Sales Representative

    AT&T • Palm Beach Gardens, FL, US
    Full-time
    Join an elite group of sellers bringing customized, white glove experiences directly to the customer's door.Field Sales Representatives at AT&T are driven to connect every interaction is an opport...Show more
    Last updated: 30+ days ago • Promoted
    Sales Associate

    Sales Associate

    Massage Envy by JEM Wellness Brands • Jupiter, FL, US
    Full-time
    Do you have a passion for helping others?.At the Massage Envy Atticus franchise locations we support and inspire you to be your best while we work together to help clients feel their best.As a team...Show more
    Last updated: 30+ days ago
    Premier Client Banker- PNC Wealth Management

    Premier Client Banker- PNC Wealth Management

    PNC Bank • Jupiter, Florida, USA
    Full-time +1
    At PNC our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers. We work together each day t...Show more
    Last updated: 9 days ago • Promoted
    Personal Banker Associate I (Northlake)

    Personal Banker Associate I (Northlake)

    Fifth Third Bank, N.A. • Palm Beach Gardens, FL, United States
    Full-time
    Make banking a Fifth Third better®We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show more
    Last updated: 9 days ago • Promoted
    Loan Officer Assistant- Hybrid

    Loan Officer Assistant- Hybrid

    National Mortgage Staffing • Jupiter, Florida, USA
    Full-time
    Position : Pre-Approval Specialist / Loan Officer Assistant.Location : Jupiter Florida (Hybrid Required).Compensation : $7080K base overtime eligibility. Schedule : Full-time 40 hours per week.Benefits...Show more
    Last updated: 1 day ago • Promoted
    Inbound Sales Representatives

    Inbound Sales Representatives

    Mavis Tire Supply • Palm Beach Gardens, FL, USA
    Full-time
    Quick Apply
    Mavis Tires & Brakes at Discount Prices - Inbound Sales Representatives ($2,400 New Hire Bonus).Put your career into high gear with Mavis Discount Tire. We're looking for Inbound Sales Represent...Show more
    Last updated: 30+ days ago
    Sales Agent - Personal Lines

    Sales Agent - Personal Lines

    Insurance Office of America • Jupiter, FL, US
    Full-time
    Title : Personal Lines W2 Producer (Sales Agent).Hybrid) : (1-2 of days in office) | (Location / Based out of Jupiter, FL or West Palm Beach, FL or Ft. Experience : Quoting and Binding Personal Lines Pol...Show more
    Last updated: 30+ days ago
    Teller - Stuart

    Teller - Stuart

    Seacoast Bank • Hobe Sound, FL, United States
    Full-time
    This position processes customer transactions for a variety of routine to more complex financial transactions including but not limited to check cashing, account withdrawals and deposits.Responsibl...Show more
    Last updated: 23 days ago • Promoted
    Home Health Account Sales Executive

    Home Health Account Sales Executive

    Pinnacle Home Care • Palm Beach Gardens, FL, US
    Full-time
    Home Health Account Sales Executive.Are you looking to make a difference in patients' lives with a company that values your expertise? Join us in our mission of delivering compassionate healthcare ...Show more
    Last updated: 30+ days ago • Promoted
    Personal Banker Associate I (PGA DeNovo in Palm Beach Gardens)

    Personal Banker Associate I (PGA DeNovo in Palm Beach Gardens)

    Fifth Third Bank, N.A. • Palm Beach Gardens, FL, United States
    Full-time
    Make banking a Fifth Third better®We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show more
    Last updated: 26 days ago • Promoted