Financial Services Representative

6 days ago


Covington, Louisiana, United States First Horizon Bank Full time
About the Role

We are seeking a highly skilled and versatile Financial Services Representative to join our team at First Horizon Bank. As a key member of our banking center, you will be responsible for providing exceptional customer service, processing financial transactions, and promoting our products and services to clients.

Key Responsibilities
  • Customer Service: Collaborate with team members to provide outstanding customer service, ensuring that clients receive a positive and personalized experience.
  • Transaction Processing: Process financial transactions for clients, including deposits, withdrawals, and transfers.
  • Account Management: Work with clients to open and administer their accounts, providing guidance on our products and services.
  • Loan Applications: Assist clients with loan applications and other financial products, ensuring that they receive the best possible solutions for their needs.
  • Product Education: Educate clients on our products and services, highlighting the benefits and features of each.
  • Cross-Selling: Appropriately cross-sell and refer clients to other internal groups, ensuring that they receive a comprehensive range of financial solutions.
  • Training and Development: Participate in client calling activities and assist in training new associates, helping to ensure that our team is equipped to provide exceptional service.
Qualifications
  • Education: High school diploma or equivalent required.
  • Experience: 1 year of related experience as a teller or equivalent combination of education and experience preferred.
  • Skills: Experience with a 10-key calculator and Microsoft Outlook, Word, and Excel required.


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