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Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.

Location: Onsite as listed in the job posting. Hours: Monday - Friday 8am - 5pm SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals) and provide support to banking center management. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and service <ul><li> Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services. </li><li> Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs. </li><li> Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts. </li><li> Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. </li><li> Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns. </li><li> Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate. </li></ul> Client experience <ul><li> Research and resolve problems and respond to client inquiries on account status. </li><li> Deliver excellent client experiences consistently and promptly resolve client issues effectively. </li><li> Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. </li></ul> Compliance and risk management <ul><li> Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. </li></ul> Operational efficiency <ul><li> Assist banking center associates with all aspects of daily operations as needed, including audit controls. </li><li> Assist banking center management with "on the job training" of new associates. </li><li> Stay informed of all operational updates and changes to ensure compliance with all current guidelines. </li></ul> Perform all other job-related duties as assigned 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 and may be substituted with an equivalent combination of education and experience. <ul><li> High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. </li></ul> 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. DeGarmo Behavioral Assessment Requirement <ul><li> All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position </li><li> The assessment takes approximately 12-15 minutes to complete </li><li> Assessment results must be submitted prior to having your application evaluated by Talent Acquisition </li></ul> About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com . 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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

First Horizon Bank

Universal Banker Float

Bank Management

Banking Regulations

Banking Services

Brokerage

Campaigns

Capital Markets

Commercial Banking

Cross-Selling

Customer Experience

Customer Relations

Customer Support/Service

Exceeded Sales Goal

Financial Services

Financial Transactions

Fixed Income Investments

High School Diploma

Maintain Compliance

Mortgage

Needs Assessment

Online Courses

Online Training

Operations

Private Banking

Problem Solving Skills

Regulatory Compliance

Resolve Customer Issues

Retail

Retail Banking

Risk Management

Sales

Small Business

Time Management

Transaction Processing/Management

Wealth Management

eLearning

JobAdX

OTHER

FEED

Job Purpose & Scope: Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Knowledge, Skills & Abilities: Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) .

Why Bank OZK?:
Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We’re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK <a href="https://careers.ozk.com/benefits" rel="noopener nofollow noreferrer" target="_blank">benefits</a>. 

Job Purpose & Scope:
<div class="WordSection1">Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times</div> 

Essential Job Functions:
<div class="WordSection1"><ol><li>Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. </li><li>Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions. </li><li>Open and service deposit accounts. </li><li>Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. </li><li>Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership. </li><li>Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed. </li><li>Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning. </li><li>Actively promote teamwork, leading by example and taking initiative to assist others. </li><li>Provide backup and assistance to other retail banking roles and locations, as necessary. </li><li>Model and champion the Bank’s standards for exceptional customer service. </li><li>Enthusiastically support the bank’s values and mission. </li><li>Display a high degree of integrity, trustworthiness, and professionalism at all times. </li><li>Complete all essential training timely. </li><li>Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members. </li><li>Maintain consistently good punctuality and attendance to work. </li><li>Adhere to all Bank policies, procedures, and guidelines.</li></ol></div> 

Knowledge, Skills & Abilities:
<div class="WordSection1"><ol><li>Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) </li><li>Knowledge of bank policies and procedures </li><li>Critical thinking and communication skills </li><li>Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition </li><li>Ability to demonstrate confidence and act as a trusted advisor </li><li>Ability to communicate effectively both verbally and in writing </li><li>Ability to demonstrate team player approach, capable of thriving in a continually changing environment </li><li>Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail </li><li>Ability to work without close supervision </li><li>Ability to maintain confidentiality </li><li>Ability to follow policy and procedure including safety and security procedures </li><li>Ability to travel to other work locations (e.g., training, staffing shortages), as needed </li><li>Skill in using computer and Microsoft Office applications necessary to perform essential job functions</li></ol></div> 

Basic Qualifications:
<ol style="padding-left:48px"><li>High school diploma or equivalent required; bachelor’s degree preferred</li><li>1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required</li><li>Basic knowledge of personal finance and household budgeting required</li><li>Knowledge of, experience with, and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred</li><li>Experience in retail customer service and/or sales preferred</li><li>NMLS preferred (required for lending activities)</li></ol>

Job Expectations:
Operate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required.  Other job functions, duties, skills, and standards may be added.  Management reserves the right to add or change the job requirements at any time.  #LI-BR1

EEO Statement:
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

Bank OZK

Consumer Banking Relationship Specialist (Relationship Banker)

Budgeting

Business Development

Coaching

Communication Skills

Detail Oriented

Finance

Insurance

Leadership

Loans

Microsoft Office

Military

Personal Finance

Safety Process

Team Player

Technical Delivery

Willing to Travel

[AW]-iCims

Job Purpose & Scope: Responsible for providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Knowledge, Skills & Abilities: Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) .

Why Bank OZK?:
Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We’re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK <a href="https://careers.ozk.com/benefits" rel="noopener nofollow noreferrer" target="_blank">benefits</a>. 

Job Purpose & Scope:
<div class="WordSection1">Responsible for providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times.</div> 

Essential Job Functions:
<ol><li>Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.</li><li style="line-height:normal">Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.</li><li style="line-height:normal">Open and service deposit accounts, including complex business accounts.</li><li style="line-height:normal">Originate a consumer loan portfolio.</li><li style="line-height:normal">Conduct outbound business development and community involvement activities.</li><li style="line-height:normal">Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership. </li><li style="line-height:normal">Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.</li><li style="line-height:normal">Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.</li><li style="line-height:normal">Proactively serve as a role model for banking center team members and coach relationship-building activities.</li><li style="line-height:normal">Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning.</li><li style="line-height:normal">Provide backup and assistance to other retail banking roles and locations, as necessary.</li><li style="line-height:normal">Model and champion the Bank’s standards for exceptional customer service.</li><li style="line-height:normal">Enthusiastically support the bank’s values and mission.</li><li style="line-height:normal">Display a high degree of integrity, trustworthiness, and professionalism at all times.</li><li style="line-height:normal">Actively promote teamwork, leading by example and taking initiative to assist others.</li><li style="line-height:normal">Complete all essential training timely.</li><li style="line-height:normal">Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.</li><li style="line-height:normal">Maintain consistently good punctuality and attendance to work.</li><li style="line-height:normal">Adhere to all Bank policies, procedures, and guidelines.</li></ol>

Knowledge, Skills & Abilities:
<div class="WordSection1"><ol><li>Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) </li><li>Knowledge of bank policies and procedures </li><li>Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition </li><li>Ability to demonstrate confidence and act as a trusted advisor. </li><li>Ability to communicate effectively both verbally and in writing </li><li>Ability to demonstrate team player approach, capable of thriving in a continually changing environment</li><li>Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail </li><li>Ability to work without close supervision </li><li>Ability to maintain confidentiality </li><li>Ability to follow policy and procedure including safety and security procedures </li><li>Ability to travel to other work locations (e.g., training, staffing shortages), as needed </li><li>Skill in using computer and Microsoft Office applications necessary to perform essential job functions</li></ol></div> 

Basic Qualifications:
<ol><li>High school diploma or equivalent required; bachelor’s degree preferred</li><li>1+ year retail customer service and/or sales experience required</li><li>Knowledge of business and consumer products required</li><li>Knowledge of, experience with and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred</li><li>Proven ability to achieve sales goals and financial targets preferred</li><li>Experience in a leadership and/or coaching role strongly preferred</li><li>NMLS, or successful completion of NMLS process within 30 days of hire, required.</li></ol>

Job Expectations:
Operate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required.  Other job functions, duties, skills, and standards may be added.  Management reserves the right to add or change the job requirements at any time.  #LI-BR1

EEO Statement:
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

Banking Relationship Specialist (Senior Relationship Banker)

Consumer Loans

Loan Origination

Loan Portfolio

Meet Sales Quota

Mobile Applications

Online Banking

Function: This role is focused on winning new business, deepening commercial relationships, structuring credit solutions, and cross-selling a full suite of banking products to small to midsized businesses. This is an opportunity for a proven business development professional who can build and expand relationships from the ground up, manage complex small business banking needs, and serve as a trusted financial partner to growth-oriented companies.

Senior Business Banking Relationship Manager – Sarasota, FLFinTrust Connect has partnered with a well-capitalized regional financial institution to identify top talent for a Senior Business Banking Relationship Manager opportunity in Sarasota. This is an opportunity for a proven business development professional who can build and expand relationships from the ground up, manage complex small business banking needs, and serve as a trusted financial partner to growth-oriented companies. <h5>Why this opportunity?</h5><ul><li>Culture: Entrepreneurial, collaborative, and performance-driven. This is an environment for self-directed bankers who want the autonomy to build business, the support of a strong internal team, and the opportunity to make a visible impact.</li></ul><ul><li>Workplace: On-site in Sarasota, FL</li></ul><ul><li>Function: This role is focused on winning new business, deepening commercial relationships, structuring credit solutions, and cross-selling a full suite of banking products to small to midsized businesses. The position is ideal for a senior banker who thrives in pure business development and relationship expansion.</li></ul><h5>Requirements:</h5><ul><li> 5+ years of experience in business banking, commercial banking, or relationship management </li><li> Bachelor's degree preferred, or equivalent combination of education and relevant experience </li><li> Strong knowledge of cash flow analysis, business credit underwriting, and loan structuring </li><li> Experience developing new business relationships within the small to midsized business segment </li><li> Ability to manage complex commercial relationships and recommend appropriate loan and deposit solutions </li><li> Strong presentation, verbal, and written communication skills </li><li> Demonstrated business acumen across a range of industries, markets, and economic conditions </li><li> Ability to work cross-functionally with credit, underwriting, treasury, and internal banking partners </li><li> Proficiency with Microsoft Office and pipeline management practices </li><li> Established ability to generate business without relying on an inherited portfolio </li></ul><h5>Description:</h5><ul><li> Develop and grow a portfolio of small to midsized business clients through direct business development activity </li><li> Make retention and prospecting calls to existing and prospective customers </li><li> Build and maintain an active pipeline of opportunities and centers of influence </li><li> Interview applicants, gather required documentation, and recommend appropriate lending solutions </li><li> Structure credit requests and submit complete packages for underwriting and approval </li><li> Review loan documentation for completeness and accuracy in accordance with approved terms </li><li> Coordinate and attend loan closings </li><li> Identify cross-sell opportunities across deposits, treasury services, credit, and other bank products </li><li> Act as a financial advisor by educating clients on business banking strategies, credit needs, market conditions, and related financial solutions </li><li> Monitor client activity, market trends, and evolving business needs to uncover additional opportunities </li><li> Collaborate closely with internal departments to deliver a high-quality client experience and help close new relationships efficiently </li><li> Contribute to regional growth initiatives and support broader market development efforts</li></ul>

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Universal Banker Float First Horizon Bank

Consumer Banking Relationship Specialist (Relationship Banker) Bank OZK

Banking Relationship Specialist (Senior Relationship Banker) Bank OZK

Senior Business Banking Relationship Manager -Sarasota, FL FinTrust Connect Careers

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