Senior Relationship Banker - Dallas (Preston Road Branch) in Dallas, TX at First Horizon National Corporation

Date Posted: 9/3/2020

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    8201 Preston Road
    Dallas, TX
  • Job Type:
  • Experience:
    2 to 5 years
  • Date Posted:
    9/3/2020
  • Job ID:
    SRREL02435

Job Description

If you are you a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships to be clients’ key contact for banking advice. Engaging with them to uncover potential needs, you’ll use your product knowledge, expertise, and exceptional customer service to build trust and ensure their satisfaction. You’ll appreciate being at the heart of our retail branches so be sure to submit your application today!

A day in the life of a Senior Relationship Banker

  • Building client relationships by listening to our client’s’ needs and determining which products will best meet their financial goals.
  • Support of teller line and provides all other deposit products and loans at the customer’s request
  • Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
  • Acts on behalf of Assistant Branch Manager or Branch Manager (in their absence)

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Responsible for opening checking accounts, savings accounts, and provides all other deposit product services at the customer’s request. Looks for products/services to benefit customers & actively informs/sells these benefits/products to clients. Works with customers to identify needs, follow through and close the sale.
  • Responsible for supporting the teller line to keep the lines to a minimum and exhibit quality customer service (performs processing of financial transactions if needed).
  • Cross-sells and makes referrals to bank partners to generate new business and deepen existing customer relationships.
  • Participates in client/prospect calling activities during special deposit/loan campaigns.
  • Actively calls on potential clients, develops a call/referral plan to generate new business.
  • Assists in conducting meetings to promote sales, product knowledge and customer service. Assists Branch Manager with training personnel.
  • Responsible for taking loan applications for personal/retail consumer needs as required.
  • Assists with dual control vault responsibilities and assists with audit controls.
  • Prepares basic business loans for underwriting.
  • Maintains authority to approve overdrafts and waive or charge fees and assists Branch Manager in monitoring the daily transactions of NSF’s and overdrafts.
  • Acts on behalf of the Assistant Branch Manager or Branch Manager (their direct boss) in their absence.
  • All other job related duties as assigned.


Supervisory Responsibilities
No direct management responsibilities. However, based on branch staffing mix, branch management may assign some supervisory oversight to the Sr Relationship Banker over less experienced staff.
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)
  • 2-5 years of experience as a Relationship Banker

COMPUTER AND OFFICE EQUIPMENT SKILLS
Microsoft Office Suite- ie Outlook, Word, Excel, MS Access is a plus.
In addition, 10-key calculator; coin counter
CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)
None required



Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)