Universal Banker
28 days ago
Plano
Location: On site at location listed in job posting. 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 • 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., • Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs., • Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts., • Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships., • Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns., • Research and resolve problems and respond to client inquiries on account status., • Deliver excellent client experiences consistently and promptly resolve client issues effectively., • Assist banking center associates with all aspects of daily operations as needed, including audit controls., • Assist banking center management with "on the job training" of new associates. 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. • High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. 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 • All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position, • The assessment takes approximately 12-15 minutes to complete 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