Talent.com
Relationship Banker
Relationship BankerFirst Horizon Bank • North Palm Beach, FL, US
Relationship Banker

Relationship Banker

First Horizon Bank • North Palm Beach, FL, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

Location : On site at location listed in job posting.

SUMMARY

The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Sales and Business Development

  • Proactive Sales Engagement : Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
  • Growth Focus : Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
  • Client-Centric Financial Advice : Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
  • Referrals : Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
  • Proactive Client Outreach : Conduct regular calls to clients and prospects to offer tailored financial solutions.
  • Sales Leadership : Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.

Client experience

  • Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
  • 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.

    • Compliance and risk management

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

    • Operational efficiency

  • Assist in conducting and / or participating in meetings to promote sales, product knowledge and customer service.
  • Assist banking center management with "on the job training" of new associates.
  • Assist with dual control vault responsibilities and audit controls.
  • Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
  • Perform all other job-related duties as assigned.

    • SUPERVISORY RESPONSIBILITIES

  • No supervisory responsibilities

    • QUALIFICATIONS

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and / or ability required.

  • High school diploma or general education degree (GED)
  • 2 - 5 years of experience as a Universal Banker or Teller

    • COMPUTER AND OFFICE EQUIPMENT SKILLS

  • Microsoft Office Suite, Salesforce

    • CERTIFICATES, LICENSES, REGISTRATIONS (Ex : CPA, Series 6 or 7 license, etc)

  • None required.

    • As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

    Hours :

  • Monday - Friday
  • 8 : 30 AM - 5 : 00 PM

    • DeGarmo Behavioral Assessment Requirement

  • All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
  • The assessment takes approximately 12-15 minutes to complete
  • Assessment results must be submitted prior to having your application evaluated by Talent Acquisition

    • 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

  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match
  • More FirstHorizon.com / First -Horizon-National- Corporation / Careers / Our -Benefits

    • Follow Us

    Facebook

    X formerly Twitter

    LinkedIn

    Instagram

    YouTube

    serp_jobs.job_alerts.create_a_job

    Relationship Banker • North Palm Beach, FL, US

    Job_description.internal_linking.related_jobs
    Relationship Manager

    Relationship Manager

    Flagstar Bank • Palm Beach, FL, US
    serp_jobs.job_card.full_time
    The Relationship Manager will be responsible for prospecting, building, on-boarding and maintaining banking relationships with bank clients. This role is key to driving business growth for the Priva...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Relationship Banker / SR - Abacoa

    Relationship Banker / SR - Abacoa

    Truist • Jupiter, FL, US
    serp_jobs.job_card.full_time +1
    Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.Provides finan...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Personal Banker

    Personal Banker

    Valley National Bancorp • Palm Beach Gardens, FL, US
    serp_jobs.job_card.full_time
    Responsibilities include, but are not limited to : .Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Corporate Banking Relationship Manager

    Corporate Banking Relationship Manager

    Amerant Bank • West Palm Beach, FL, US
    serp_jobs.job_card.full_time
    The Corporate Banking Relationship Manager maximizes share of wallet and products penetration.Promotes and Cross-sells products and services with the objective of servicing, maintaining, developing...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Association Banking Relationship Manager

    Association Banking Relationship Manager

    CEN • Pompano Beach, FL, US
    serp_jobs.job_card.full_time
    Association Banking Relationship Manager.The Association Banking Relationship Manager is responsible for attaining new deposit and loan business from community associations and management companies...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Personal Banker

    Personal Banker

    PNC • Lake Worth Beach, FL, US
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Relationship Banker

    Relationship Banker

    First Horizon • Palm Beach Gardens, FL, US
    serp_jobs.job_card.full_time
    The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs.In this r...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Business Banker

    Business Banker

    First Citizens Bank • Jupiter, FL, US
    serp_jobs.job_card.full_time
    What sets First Citizens apart?.Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Corporate Banking Relationship Manager Senior

    Corporate Banking Relationship Manager Senior

    City National Bank • Palm Beach Gardens, FL, US
    serp_jobs.job_card.full_time
    Corporate Banking Relationship Manager.As a corporate banking relationship manager, you'll serve as the primary advisor for a portfolio of high-value clients. You'll lead relationship strategy, driv...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Private Banker

    Private Banker

    Morgan Stanley • West Palm Beach, FL, US
    serp_jobs.job_card.full_time
    Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segmentsInstitutional Securities, Wealth Management, and Asset Management.Wealt...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Personal Banker

    Personal Banker

    PNC Financial Services Group • West Palm Beach, FL, US
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Small Business Banker

    Small Business Banker

    City National Bank of Florida • Delray Beach, FL, US
    serp_jobs.job_card.full_time
    At City National Bank of Florida, we invest in our people and the communities we serve.Join a team where ambitious careers and meaningful relationships thrive together.We’re entrepreneurs at ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_less • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Personal Banker Assoicate I (PGA, Coconut Crossing, West Palm)

    Personal Banker Assoicate I (PGA, Coconut Crossing, West Palm)

    Fifth Third Bank • Palm Beach Gardens, FL, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Relationship Banker II (Margate / Coconut Creek Branch)

    Relationship Banker II (Margate / Coconut Creek Branch)

    Regions Financial • Pompano Beach, FL, US
    serp_jobs.job_card.full_time
    At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proacti...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate Relationship Manager

    Associate Relationship Manager

    VirtualVocations • Boca Raton, Florida, United States
    serp_jobs.job_card.full_time
    A company is looking for an Associate Relationship Manager to support the Small Business Lending Credit Team.Key Responsibilities Complete initial loan file review and enter data into the underwr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Relationship Banker / SR - Worth Ave

    Relationship Banker / SR - Worth Ave

    Truist • Palm Beach, FL, US
    serp_jobs.job_card.full_time +2
    Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships.Provides finan...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Business Banking Relationship Manager II

    Business Banking Relationship Manager II

    First Horizon • West Palm Beach, FL, US
    serp_jobs.job_card.full_time
    Business Banking Relationship Manager II.Requisition Number : BUSIN013932.Location : On site in Palm Beach Lakes, FL; Fort Lauderdale, FL. Boca Raton, FL; West Palm Beach, FL.At First Horizon, our Bu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Relationship Manager I - Busienss Banking

    Relationship Manager I - Busienss Banking

    PNC • Pompano Beach, FL, US
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Relationship Banker - Parkland Branch

    Relationship Banker - Parkland Branch

    JPMorgan Chase • Pompano Beach, FL, US
    serp_jobs.job_card.full_time
    Relationship Banker In Branch Banking.You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Comm Bnkg Relationship Manager III

    Comm Bnkg Relationship Manager III

    Valley National Bancorp • West Palm Beach, FL, US
    serp_jobs.job_card.full_time
    Responsibilities include but are not limited to : .Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted