Universal Banker
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
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
Expected compliance 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