Jobs · Finance · North Carolina

Relationship Banker Sr

First Horizon Bank · Hickory, NC · 4 days ago
FinanceFull-time

About the role

This position focuses on sales and business development within a banking environment, emphasizing consultative client engagement, personalized financial advice, and proactive outreach to grow deposit and loan portfolios while delivering excellent client experiences.

Responsibilities

  • Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, including deposit accounts, loans, lines of credit, and referrals to other bank lines of business.
  • Actively identify and fulfill client deposit and borrowing needs by guiding clients through deposit and loan options, opening accounts, and taking loan applications.
  • Provide personalized financial advice aligned with clients’ short- and long-term goals, leveraging a deep understanding of the bank’s products and services.
  • Recognize opportunities to deepen client relationships by making referrals to bank partners, such as mortgage, wealth, private client, and business banking.
  • Conduct regular outreach to clients and prospects to offer tailored financial solutions.
  • Support a high-performing culture by coaching associates on sales, referrals, products, and services as needed.
  • Assist the teller line to minimize customer wait times, including processing financial transactions when necessary.
  • Deliver excellent client experiences and promptly resolve client issues.
  • Enhance product and service knowledge by attending sales, service, and training meetings, classes, and web-based learning.
  • Ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
  • Assist in conducting meetings to promote sales, product knowledge, and customer service.
  • Support the Banking Center Manager with training personnel and on-the-job training for new associates.
  • Assist with dual control vault responsibilities and audit controls.
  • Stay informed of operational updates and changes to ensure compliance with current guidelines.
  • Perform other job-related duties as assigned.

Requirements

  • High school diploma or general education degree (GED).
  • 5+ years of relevant experience.
  • Proficiency with Microsoft Office Suite and Salesforce.
  • Must pass a background credit check as part of the employment process.
  • Compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations; ongoing employment contingent upon meeting these requirements.

About Us

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, First Horizon Bank operates in 12 states across the southern U.S., offering commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The company 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.

Benefits

  • Medical, dental, and vision insurance with wellness incentives.
  • HSA with company match.
  • Maternity and parental leave.
  • Tuition reimbursement.
  • Mentor program.
  • 401(k) with 6% company match.

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