Senior Relationship Banker

2 weeks ago

Boca Raton, United States First Horizon Bank Full time

Location: On site at location listed in job posting. 

SUMMARY:

Provides quality, accurate and timely customer service. Promotes bank products through positive proactive sales, informs and educates customers about products, services, and benefits. Embraces the sales strategy of the Bank. Performs related duties as required to achieve banking branch goals (meet/exceed sales goals/referral goals, etc). Performs the most complex assignments and will assume a lead role in coaching and cross-sell training as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Responsible for opening checking accounts, savings accounts, and provides all other deposit product services at the customer’s request. Looks for products/services to benefit customers & actively informs/sells these benefits/products to clients. Profiles customers to identify needs, follow through and close the sale.
  • Responsible for supporting the teller line to keep the customer lines to a minimum and exhibit quality customer service (performs processing of financial transactions as needed).
  • Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
  • Participate in client/prospect calling activities during special deposit/loan campaigns.
  • Assists in conducting meetings to promote sales, product knowledge and customer service. Assists Branch Manager with training personnel.
  • Take loan applications for personal/retail consumer needs as required.
  • Prepares basic business loans for underwriting.
  • Assist with dual control vault responsibilities and assists with audit controls.
  • Assist branch management with ‘on the job training” of new employees.
  • All other duties as assigned.

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)
  • 5+ years of experience

Hours:

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

About Us
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. 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.

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

Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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