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Experienced Universal Banker

2 months ago

Orlando, Florida, United States First Horizon Full time
Position Overview:

A proficient Universal Banker is adaptable, skilled, and resourceful. This role encompasses a wide range of responsibilities within the banking center, including transaction processing, account management, and identifying sales opportunities. You will receive training to inform clients about our offerings, services, and advantages. This position is ideal for those who appreciate collaboration, thrive in a dynamic environment, and seek to advance their careers in the banking sector.

Key Responsibilities:
  • Work collaboratively with colleagues to deliver exceptional customer service.
  • Process financial transactions for clients efficiently.
  • Assist clients in opening and managing their accounts.
  • Support clients with loan applications and various products and services.
  • Provide education to clients regarding our offerings and services.
  • Effectively cross-sell and refer clients to other internal departments.
  • Engage in client outreach activities.
  • Contribute to the training of new team members.
  • Support all operational aspects as required.
Qualifications:
  • High school diploma or equivalent required.
  • 3-5 years of relevant experience or a suitable combination of education and experience.
  • Proficient in using a 10-key calculator and Microsoft Office Suite (Outlook, Word, Excel).
  • Compliance with the S.A.F.E Mortgage Licensing Act of 2008 and related regulations is mandatory, including passing a background credit check.
Benefits:
  • Comprehensive medical, dental, and vision plans with wellness incentives.
  • Health Savings Account (HSA) with company matching.
  • Maternity and parental leave policies.
  • Tuition reimbursement programs.
  • Mentorship opportunities.
  • 401(k) plan with a 6% company match.
About First Horizon:
First Horizon is a prominent regional financial services provider, committed to empowering our clients, communities, and associates to realize their full potential through capital and guidance. With substantial assets and a dedicated team, we operate numerous banking centers across the southeastern United States. Recognized as one of the nation's top employers, we prioritize equity and excellence in all our endeavors.