Universal Banker

Company: First Horizon Bank
Location: New Orleans
Posted on: February 22, 2025

Job Description:

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.
• Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate.
  Client experience
  
  • Research and resolve problems and respond to client inquiries on account status.
  • 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 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.
      • Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
        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.
        
        • High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred.
          About Us
          First Horizon Corp. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, 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
          
          Corporate Diversity Commitment:
          We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
          
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Keywords: First Horizon Bank, New Orleans , Universal Banker, Accounting, Auditing , New Orleans, Louisiana