Relationship Banker Float

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. In this role you will drive growth by actively promoting and selling the bank’s products and services, 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, focusing on deposit accounts, loans, lines of credit, and referrals to other bank lines of business.
• Identify and fulfill client deposit and borrowing needs, guide clients through deposit and loan options, open deposit accounts, and take loan applications.
• Provide personalized financial advice aligned with short‑ and long‑term goals, leveraging deep knowledge of the bank’s products and services.
• Recognize opportunities for additional products and services and make referrals to mortgage, wealth, private client, and business banking partners.
• Conduct regular outreach calls to clients and prospects to offer tailored financial solutions.
• Coach associates on sales, referrals, products, and services to support a high‑performing culture.
• Support the teller line and process financial transactions to minimize customer wait times.
• Deliver excellent client experiences and promptly resolve client issues.
• Attend sales, service, and product‑knowledge meetings, training classes, and web‑based learning to enhance knowledge.
• Comply with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
• Participate in meetings to promote sales, product knowledge, and customer service.
• Assist banking center management with on‑the‑job training of new associates.
• Perform dual‑control vault responsibilities and audit controls.
• Stay informed of operational updates and ensure compliance with 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.
• Proficiency with Microsoft Office Suite and Salesforce.
• Ability to pass a background and credit check.
• Compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations.

Schedule

Monday‑Thursday 8:30 AM–5:15 PM; Friday 8:30 AM–6:15 PM; Saturday 8:30 AM–1:15 PM.

Location

On‑site at the location listed in the job posting.