Relationship Banker

< p> ESSENTIAL DUTIES AND RESPONSIBILITIES< /p> < p> Sales and business development< br> • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and& nbsp; < br> recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and& nbsp; < br> referrals to other lines of business within the Bank.& nbsp; < br> • Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan& nbsp; < br> options, opening deposit accounts, and taking loan applications.< br> • Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with& nbsp; < br> clients’ short-and-long term goals. Utilize a deep understanding of the bank’s products and services while sharing& nbsp; < br> comprehensive, tailored advice that enhance client satisfaction and loyalty.< br> • Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to& nbsp; < br> bank partners, including but not limited to mortgage, wealth, private client, and business banking.< br> • Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.< br> • Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services& nbsp; < br> as needed.& nbsp; < br> & nbsp; < /p> < p> Client experience< br> • Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of& nbsp; < br> financial transactions as needed).< br> • Deliver excellent client experiences consistently and promptly resolve client issues effectively.< br> • Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge& nbsp; < br> meetings, training classes, and web-based learning.< br> Compliance and risk management< br> • Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.< br> & nbsp; < /p> < p> Operational efficiency< br> • Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service.< br> • Assist banking center management with “on the job training” of new associates.< br> • Assist with dual control vault responsibilities and audit controls.< br> • Stay informed of all operational updates and changes to ensure compliance with all current guidelines.< br> Perform all other job related duties as assigned.& nbsp; < br> & nbsp; < /p> < p> SUPERVISORY RESPONSIBILITIES< br> No supervisory responsibilities< br> #DeliverExcellence Playbook< br> Excellence in Performance Development& nbsp; < br> as of 02.2025< br> & nbsp; < /p> < p> QUALIFICATIONS& nbsp; < br> To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications& nbsp; < br> listed below are representative of the knowledge, skill, and/or ability required.< br> • High school diploma or general education degree (GED)< br> • Relationship Banker: 2-5 years of experience as a Universal Banker or Teller< br> • Relationship Banker Senior: 5+ years of relevant experience& nbsp; < br> & nbsp; < /p> < p> COMPUTER AND OFFICE EQUIPMENT SKILLS< br> Microsoft Office Suite, Salesforce< /p>