Universal Banker Float
First Horizon Bank · Fort Myers, FL · 3 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 application for personal/retail consumer needs and “handing off” the processing of these applications to the appropriate associate.
- Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns.
- Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
- Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts.
- Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks.
- Deliver excellent client experiences consistently and promptly resolve client issues effectively.
Requirements
- High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
Qualifications
- Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
- Operational efficiency
- Assist banking center associates with all aspects of daily operations as needed, including audit controls.
- Assist banking center management with “on the job training” of new associates.
- Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
- Perform all other job-related duties as assigned.
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