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Relationship Banker

Company: First Horizon Bank
Location: Key West
Posted on: October 11, 2021

Job Description:

If you are you a go-to person for advice, then become an First Horizon Bank Relationship Banker! You will work to deepen the relationships to be clients’ key contact for banking advice. Engaging with them to uncover potential needs, you’ll use your product knowledge, expertise, and exceptional customer service to build trust and ensure their satisfaction. You’ll appreciate being at the heart of our retail branches so be sure to submit your application today!

A day in the life of a Relationship Banker:

  • Build client relationships by listening to our clients’ needs and determining which products will best meet their financial goals.
  • Support of teller line and provides all other deposit products and loans at the customer’s request
  • Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.

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). Provides support to branch management and performs processing of paying and receiving transactions if 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. Works with 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.
  • Assist in conducting and/or participate in meetings to enhance knowledge of sales initiatives/processes, bank products, operational processes and “exceptional” customer service delivery.
  • Take loan applications for personal/retail consumer needs as required.
  • Assist with dual control vault responsibilities and assists with audit controls.
  • Assist branch management with ‘on the job training” of new employees.
  • Performs all other 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. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

  • High school diploma or general education degree (GED)
  • Banking experience preferred

 

COMPUTER AND OFFICE EQUIPMENT SKILLS

  • Microsoft Office suite - ie Outlook, Word, Excel, MS Access is a plus,
  • 10-key calculator; coin counter.

 

CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)
None required.

 

Note: 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

#INDNN

Keywords: First Horizon Bank, Key West , Relationship Banker, Other , Key West, Florida

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