Relationship Banker

Job Description

Location : On site at location listed in job posting.

SUMMARY :

The Senior 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 the most complex assignments.

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

Compliance and risk management

Operational efficiency

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.

COMPUTER AND OFFICE EQUIPMENT SKILLS

Microsoft Office Suite, Salesforce

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

None required.

DeGarmo Behavioral Assessment Requirement

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.

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 .

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