Jobs · Finance · Florida

Universal Banker

First Horizon Bank · Naples, FL · 1 wk ago
FinanceFull-time

About the role

Provide both teller and platform support to minimize client wait times and deliver quality customer service. Teller duties include processing financial transactions such as deposits, handling currency, coin, and cashing checks. Platform responsibilities involve opening checking and savings accounts, as well as providing other deposit product services.

Responsibilities

  • Identify client needs through consultative conversations and recommend appropriate products and services.
  • Open and process new demand and time deposit accounts, including savings accounts, IRAs, certificates of deposit, and money market accounts.
  • Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
  • Conduct outbound calls to clients and prospects, including participation in special deposit/loan campaigns.
  • Assist clients with loan applications for personal/retail consumer needs and facilitate handoffs to appropriate associates.
  • Research and resolve client problems, respond to inquiries on account status, and deliver excellent client experiences.
  • Enhance knowledge through training classes, web-based learning, and relevant meetings to better serve clients.
  • Maintain compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
  • Assist with daily banking center operations, including audit controls and operational updates.
  • Support banking center management with on-the-job training of new associates.
  • Perform all other job-related duties as assigned.

Requirements

  • High school diploma or GED; 1 year of experience as a Teller preferred.
  • Proficiency with Microsoft Office Suite, 10-key calculator, and coin counter.
  • Must pass a background credit check and comply with the S.A.F.E Mortgage Licensing Act of 2008 and related regulations.

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. 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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