Float Universal Banker

First Horizon Bank•Plano, TX

4h•Onsite

About The Position

The Float Universal Banker provides quality, accurate, and timely customer service by processing daily financial transactions and opening accounts in a retail banking environment. This role involves introducing bank products and services through outreach to prospects and providing tailored recommendations to existing clients to deepen relationships. The banker will also perform related duties such as outbound sales calls to achieve banking center goals and provide support to banking center management.

Requirements

High school diploma or general education degree (GED)
Ability to meet the requirements of a background credit check
Compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations
Completion of the DeGarmo Retail Behavioral Assessment
Submission of assessment results prior to application evaluation by Talent Acquisition

Nice To Haves

1 year of experience as a Teller

Responsibilities

Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service, including performing daily processing of financial transactions (deposits, handling currency, coin, cashing checks) and opening checking accounts, savings accounts, and other deposit product services.
Identify client needs through consultative conversations and recommend appropriate products and services.
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.
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.
Comply with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
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