Relationship Banker

About the Role

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. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center’s overall sales goals.

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: Provide personalized financial advice that aligns with clients’ short- and long-term goals, utilizing a deep understanding of the bank’s products and services to enhance client 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 minimize customer wait time, deliver excellent client experiences, and promptly resolve client issues. Enhance knowledge through relevant training and meetings.
• Compliance and 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 and audit controls; and stay informed on operational updates.

Qualifications

• High school diploma or general education degree (GED)
• 2–5 years of experience as a Universal Banker or Teller
• Proficiency in Microsoft Office Suite and Salesforce
• No specific certifications, licenses, or registrations required
• Compliance with background credit check and S.A.F.E Mortgage Licensing Act requirements

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
• Additional benefits available at FirstHorizon.com

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. The Company offers commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.