Client Care Banker

Job Description for Client Care Banker:

Deliver exceptional, accurate, and timely customer service in a retail banking environment by handling daily financial transactions and account openings. The Client Care Banker introduces prospective clients to bank products and services while offering personalized recommendations to current customers to strengthen relationships. This role supports the banking center by achieving sales and referral goals, participating in outbound sales initiatives, and assisting management as needed.

Qualifications for Client Care Banker:

• A high school diploma or GED is required to meet the educational prerequisite.
• One year of experience as a Teller is preferred.
• Successful completion of a credit background check is mandatory for verification purposes.

Benefits of Client Care Banker:

• Medical coverage with wellness incentives.
• Dental and vision insurance plans.
• Health Savings Account (HSA) with employer-matched contributions.
• Maternity and parental leave options that support employees in managing family responsibilities while maintaining job security.
• Tuition reimbursement.
• Mentor program.
• 401(k) plan with a 6% company match.

Sales and Service:

• Support tellers and clients to reduce wait times and maintain high service standards.
• Perform teller tasks, including deposits, withdrawals, currency handling, and check cashing.
• Open and maintain deposit accounts, such as checking, savings, IRAs, CDs, and money market accounts.
• Use consultative interactions to assess client needs and recommend appropriate banking products and services.
• Enhance business growth through cross-selling opportunities and client referrals to bank partners.
• Engage in regular outbound calls for deposit and loan campaigns.
• Assist clients with personal and retail loan applications, ensuring completed forms are properly submitted to the appropriate associate.

Client Experience:

• Investigate and resolve client issues while addressing account-related inquiries.
• Deliver consistent, professional, and positive client experiences.
• Respond promptly and effectively to client questions and concerns.
• Enhance knowledge of products and services through participation in sales meetings, training workshops, and online learning programs.

Compliance and Risk Management:

• Follow all applicable banking regulations, policies, procedures, and internal compliance controls.
• Maintain adherence to risk management standards and the ethical framework outlined in the First Horizon Code of Ethics.
• Ensure compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations.

Operational Efficiency:

• Assist banking center staff in daily operations, emphasizing audit compliance.
• Provide practical training for new associates to support their development in banking center operations.
• Stay informed about operational updates and procedural changes to ensure ongoing adherence.
• Complete all other assigned duties as required.

Computer and Office Skills:

• Proficient in Microsoft Office Suite applications.
• Competent in using office and banking equipment, such as a 10-key calculator and coin counting devices.

DeGarmo Behavioral Assessment Requirement:

• Completion of the DeGarmo Retail Behavioral Assessment is required for all candidates.
• The assessment typically takes 12-15 minutes to complete.
• Assessment results must be submitted before Talent Acquisition reviews the application.

Apply Now