Universal Banker Senior

About the role

Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs.

Responsibilities

• Perform daily processing of financial transactions, including deposits, handling currency and coin, and cashing checks.
• 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.
• Assist clients with loan applications for personal/retail consumer needs and “hand 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.
• 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.

Requirements

• High school diploma or general education degree (GED).
• 3–5 years of experience.
• Computer and office equipment skills including Microsoft Office Suite, 10-key calculator, and coin counter.

Compliance and risk management

Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.

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.