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Jobs · Finance · North Carolina

Universal Banker- Float

First Horizon Bank · Raleigh, NC · 2 wk ago
On-siteFinanceFull-time

About the role

Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships.

Responsibilities

  • Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service.
    • Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks.
    • Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services.
  • Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.
    • 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 regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
    • Aid clients with loan applications for personal/retail consumer needs and “handing off” the processing of these applications to the appropriate associate.
  • Research and resolve problems and respond to client inquiries on account status.
    • 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.

Requirements

  • High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
  • Meet compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
  • Assist banking center associates with all aspects of daily operations as needed, including audit controls.
  • Absorb and apply new 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).
  • 1 year of experience as a Teller preferred.

Skills

  • Customer service skills.
  • Financial transaction processing.
  • Outbound sales calls.
  • Product recommendation.
  • Client relationship management.
  • Problem resolution.
  • Training and development.

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.

Pay

  • Commensurate with experience.

Schedule

  • Monday through Friday; 8:30AM to 5:00PM.

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 and its subsidiaries offer 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. Benefit Highlights include Medical with wellness incentives, dental, and vision, HSA with company match, maternity and parental leave, tuition reimbursement, mentor program, and 401(k) with 6% match.

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