Relationship Banker - Float
Listed on 2026-06-21
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Finance & Banking
Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Location
Onsite at the location listed in the job posting.
Weekly Scheduled HoursMon - Fri 8-6, Saturday 8:30 - 1:15
SummaryThe Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank’s products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center’s overall sales goals.
This role performs moderately complex to complex tasks.
- Proactive sales engagement: engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, focusing on deposit accounts, loans, lines of credit, and referrals to other banking lines.
- Growth focus: identify and fulfill client deposit and borrowing needs, guide clients through deposit and loan options, open deposit accounts, and take loan applications.
- Client‑centric financial advice: provide personalized financial advice aligned with clients’ short‑ and long‑term goals, using a deep understanding of the bank’s products and comprehensive, tailored advice.
- Referrals: recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including mortgage, wealth, private client, and business banking.
- Proactive client outreach: conduct regular calls to clients and prospects to offer tailored financial solutions.
- Sales leadership: coach associates on sales, referrals, products, and services as needed to support a high‑performing culture.
- Support the teller line to keep customer wait times to a minimum while processing financial transactions as needed.
- Deliver excellent client experiences and promptly resolve client issues effectively.
- Enhance individual knowledge by attending relevant sales, service, and product knowledge meetings, training classes, and web‑based learning.
- Maintain expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
- Assist in conducting and/or participating in meetings to promote sales, product knowledge, and customer service.
- Assist banking center management with on‑the‑job training of new associates.
- Assist with dual control vault responsibilities and audit controls.
- Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
No supervisory responsibilities.
Qualifications- High school diploma or general education degree (GED).
- 2‑5 years of experience as a Universal Banker or Teller.
Microsoft Office Suite, Salesforce.
Certificates, Licenses, RegistrationsNone required.
NMLS LanguageAs 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.
DeGarmo Behavioral Assessment RequirementAll candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position. The assessment takes approximately 12‑15 minutes to complete. Assessment results must be submitted prior to having your application evaluated by Talent Acquisition.
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 –
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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