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