Investment Banker Jobs in Roanoke, VA

Join Beacon Credit Union and help us open a new branch! If you're passionate about helping people achieve their financial dreams, we want you on our Roanoke team as a dynamic and friendly Personal Banker. Be part of our history and make a difference in the lives of our members! Role: Personal Banker Location: Roanoke, Virginia The Personal Banker supports Beacon Credit Union's mission, "Dedicated to Our Members' Financial Success," by delivering top-notch service. This involves identifying members' financial needs and recommending appropriate solutions. The Personal Banker handles and closes consumer loan applications, ensuring all necessary documentation is collected and complies with Beacon CU's policies and procedures. They must understand the five C's of credit, meet and exceed sales goals, and be knowledgeable about Beacon CU's products and services. Applying Mike Neill techniques is essential for success. Why Join Our Team? Positive and supportive team culture Competitive salary, benefits package, and incentives Generous PTO and 11 paid holidays Ability to earn additional PTO through volunteer opportunities Employee discounts on loans and banking products 401(k) employer match and profit-sharing potential 100% bank-paid long-term disability, short-term disability, and life insurance Learning and growing in a dynamic work environment Endless incentive pays Major Duties and Responsibilities · Close Loans: Wrap up applications quickly, ensure compliance, and hit those sales goals. · Know Your Stuff: Master Beacon CU products, boost services, and follow our mission. · Stay Sharp: Review loans, step in as a Teller, and keep service top-notch. · Follow Rules: Stick to all regulations and deliver stellar member service. Knowledge and Skills Experience · Two years Lending Experience Required · Two years working in a Financial Institution · Sales Experience Customer service experience preferred Education/Certifications/Licenses High school diploma or GED required. Some college classes preferred. Valid driver's license Interpersonal Skills Great communication skills. Math skills a must. Team player. Other Skills Able and willing to learn and master Beacon CU's product/service offering modules. Great sales and service skills. Accurate money handling skills. Beacon Credit Union is an EEO employer - M/F/Vets/Disabled View all jobs at this company

At First Community Bank, we are committed to making our community, the places where we live and work, a better place each day. With a true focus on "community banking," employees find that they can make an impact through company-sponsored programs such as paid volunteer time, matching gifts for charitable contributions, and team participation in charitable events. Through a comprehensive wellness program, employees and their families challenge themselves to healthier lifestyles and receive the necessary motivation and tools. With over 50 locations in four states, First Community Bank offers competitive benefits and the personal service you would expect from a company that knows your community. We welcome all applicants and look forward to new colleagues joining our community! The Personal Banker I provides customers with accurate information regarding the Bank's products and services, handles customer inquiries, and resolves customer complaints. They protect the Bank's image and contribute positively to the achievement of the Bank's overall goals and objectives. Duties and Responsibilities * Establish and promote cordial relationships with customers, ensuring prompt attendance to their inquiries and solving their problems to grant them maximum satisfaction. * Inform and suggest new banking products to customers. * Provide information to customers on their account such as balance, account status, and check or payment clearing history. * Ensure that all the Bank's policies, procedures, and regulatory guidelines are strictly complied with in the process of performing duties. * Ensure the customers' confidential information is properly protected and only used for official purposes. * Improve customers' banking experience by ensuring that the customers are attended to promptly and all their banking challenges are resolved without delay. * Conduct effective checking sales presentations that will result in an appropriate account recommendation and asking for the customer's business. * Introduce customers to the Tell-A-Friend program and eagerly hand out Tell-A-Friend coupons with an enthusiastic explanation with each customer transaction. * Help customers to understand their in-person as well as digital banking options, allowing them to select the channel that aligns best with their personal preference for doing business with the Bank. * Expand technology penetration of retail and business clients by pro-actively using the customer convenience channels offered by First Community Bank; personally using the services allows employees to be a better customer advocate. * Open new accounts and service existing accounts as outlined by operational procedures, ensuring required documentation is received and archived at time of account opening. * Ensure that deposit exceptions are minimal and addressed quickly after identifying with the goal of no account being at risk of closure due to documentation exceptions. * Make qualified referrals to banking partners such as Wealth, Bankers Insurance, Mortgage, Commercial, and Treasury Services. * Perform branch operational duties as assigned by Branch Manager, in accordance with operational procedures. * Participate in marketing and awareness campaigns in the Bank to create and grow customer base. * Consult customers on consumer loan options and explain their terms, process consumer loan applications with accuracy, understand and discuss debt ratios and consumer reports with customers, and ensure proper loan documentation is received for consumer non-real estate loans by understanding each transaction and what is required for lien perfection. In the event a lien is not perfected timely, bring resolution quickly to the outstanding item. * Serve as Teller, maintaining a cash drawer, accepting deposits, cashing checks, processing cash advances and loan payments, and other teller transactions accurately and courteously while adhering to regulatory and operational procedures. * Complete training, as assigned, within the expected timeframes. * In some markets, may handle cash vault duties including: Completing end-of-day balancing of vault, including completion of the vault and currency log with the amounts of physical cash and coin in the vault, entering totals into Silverlake Teller, and completing close out of business day; Preparing currency and coin shipments and placing currency orders each week in accordance with operational procedures; Entering all teller outages into the electronic workflow-OWL, ensuring the balance in OWL matches the outage in general ledger; Reviewing and adding notes to the teller over/short report in Synergy on a daily basis and ensuring the outages are cleared/corrected. * All employees are expected to support First Community Bank's mission, vision, and values by exhibiting commitment to the Company Standards of Conduct and executing to the fullest extent possible the duties detailed within this job description. Requirements * High school diploma or equivalent * One to five years of banking experience * Effective listening skills demonstrated by the ability to listen to other people talk without interruptions, understand them, and then purpose solutions or make contributions based on the points made * Patient and willingness to help others in solving problems while maintaining a positive attitude * Proven record of outstanding customer service * Demonstrated proficiency using banking platforms and common office software and systems * Strong verbal and written communication skills * Excellent negotiation skills and ability to influence people * Strong attention to detail * Ability to lift up to 25 pounds occasionally and to stand for extended periods of time * Ability to sit in front of a computer for extended periods of time * Ability to travel, as needed The salary range is based on market data associated with the position and where the pay rate falls within the range is commensurate with experience, education, and other qualifications.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * Ability to work a schedule that may include most Saturdays * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting Location(s): * 21513 Timberlake Road Lynchburg, VA 24502 Posting End Date: 20 Mar 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). 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 in conducting and/or participating in meetings to promote sales, product knowledge and customer service. Assist banking center management with “on the job training” of new associates. Assist with dual control vault responsibilities and audit controls. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job-related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities 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. High school diploma or general education degree (GED) 2 - 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. 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 ********************* 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. Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Business Banker II FLSA STATUS: Exempt Business Bankers develop and maintain an active prospect list, customer outreach plan, and quality referral sources for companies, on average, between $1-$10MM in annual revenues. They are the primary contact for borrowing needs and provide subject matter expertise for deposit and cash flow management. Business Bankers work with various internal partners to build and manage full banking relationships. ESSENTIAL JOB FUNCTIONS: * Make a significant impact by contributing to the growth of the bank through business loans, deposits, and fee income * Leverage your network and centers of influence to engage with local business owners and companies to develop business lending opportunities * Work with clients to identify their financial goals and find ways of reaching those goals * Be part of a collaborative team with various bank partners to support and deepen the full client relationship * Represent the bank in the community by attending and participating in civic, community, and networking events * Analyze applicants' semi-complex financial status, credit, and collateral to determine creditworthiness of prospective loans * Engage in an efficient loan approval process with open communication and exposure to credit partners * Actively and consistently manage large loan portfolio to ensure appropriate risk management and enhance customer experience JOB REQUIREMENTS: * High school diploma or equivalent required, Bachelor's degree in business, finance, accounting, or related field preferred * Business development experience required * Prior experience in business lending and/or credit required KNOWLEDGE/SKILLS REQUIRED: * Intermediate financial analysis and credit underwriting skills * Intermediate knowledge of business lending, deposit and cash management solutions * Intermediate ability to provide financial guidance and expertise * Intermediate knowledge of sales planning and forecasting * Excellent customer service and problem solving skills * Strong verbal and written communication skills * Ability to perform effectively in fast-paced environment and meet deadlines * Knowledge of Microsoft Office products, especially Word and Excel PHYSICAL AND MENTAL QUALIFICATIONS: * Standing, walking, bending and stooping required * Must be able to sit at a desk for long periods of time and use a computer * Must be able to occasionally move or lift up to 10 pounds * May be asked to work supplemental hours periodically * Limited travel required occasionally during and after business hours

Join Beacon Credit Union and help us open a new branch! If you're passionate about helping people achieve their financial dreams, we want you on our Roanoke team as a dynamic and friendly Personal Banker. Be part of our history and make a difference in the lives of our members! Role: Personal Banker Location: Roanoke, Virginia The Personal Banker supports Beacon Credit Union's mission, "Dedicated to Our Members' Financial Success," by delivering top-notch service. This involves identifying members' financial needs and recommending appropriate solutions. The Personal Banker handles and closes consumer loan applications, ensuring all necessary documentation is collected and complies with Beacon CU's policies and procedures. They must understand the five C's of credit, meet and exceed sales goals, and be knowledgeable about Beacon CU's products and services. Applying Mike Neill techniques is essential for success. Why Join Our Team? * Positive and supportive team culture * Competitive salary, benefits package, and incentives * Generous PTO and 11 paid holidays * Ability to earn additional PTO through volunteer opportunities * Employee discounts on loans and banking products * 401(k) employer match and profit-sharing potential * 100% bank-paid long-term disability, short-term disability, and life insurance * Learning and growing in a dynamic work environment * Endless incentive pays Major Duties and Responsibilities * Close Loans: Wrap up applications quickly, ensure compliance, and hit those sales goals. * Know Your Stuff: Master Beacon CU products, boost services, and follow our mission. * Stay Sharp: Review loans, step in as a Teller, and keep service top-notch. * Follow Rules: Stick to all regulations and deliver stellar member service. Knowledge and Skills Experience * Two years Lending Experience Required * Two years working in a Financial Institution * Sales Experience * Customer service experience preferred Education/Certifications/Licenses * High school diploma or GED required. Some college classes preferred. * Valid driver's license Interpersonal Skills * Great communication skills. Math skills a must. Team player. Other Skills * Able and willing to learn and master Beacon CU's product/service offering modules. Great sales and service skills. Accurate money handling skills.

The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and Business Development + Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. + Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. + Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. + Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. + Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. + Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience + Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). + 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 in conducting and/or participating in meetings to promote sales, product knowledge and customer service. + Assist banking center management with "on the job training" of new associates. + Assist with dual control vault responsibilities and audit controls. + Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job-related duties as assigned. **SUPERVISORY RESPONSIBILITIES** No supervisory responsibilities **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. + High school diploma or general education degree (GED) + 2 - 5 years of experience as a Universal Banker or Teller **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft Office Suite, Salesforce **CERTIFICATES, LICENSES, REGISTRATIONS** (Ex: CPA, Series 6 or 7 license, etc) None required. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. **About Us** **First Horizon Corp. (NYSE: FHN)** , with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **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. **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** 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)

Financial Services Representative FLSA STATUS: Non-Exempt As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: • Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners • Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust • Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals • Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions • Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) • Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business • Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services • Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise • Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: • High school diploma or equivalence required, some college a plus • Successful customer service and /or sales experience required • Previous experience in a retail bank or related industry preferred • Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: • Intermediate customer service skills • Intermediate verbal, written, and listening skills • Basic problem solving skills • Intermediate collaboration skills • Basic understanding of banking products and services • Intermediate adaptability skills • Basic prioritization skills • Basic proficiency with MS Office • Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: • Standing, walking, bending and stooping required • Must be able to sit at a desk for long periods of time and use a computer • Must be able to occasionally move or lift up to 25 pounds • May be asked to work supplemental hours periodically • Limited travel required occasionally during and after business hours

The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development * Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. * Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. * Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. * Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. * Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. * Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience * Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). * 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 in conducting and/or participating in meetings to promote sales, product knowledge and customer service. * Assist banking center management with "on the job training" of new associates. * Assist with dual control vault responsibilities and audit controls. * Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job-related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities 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. * High school diploma or general education degree (GED) * 2 - 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. 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 ********************* 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. Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Financial Services Representative FLSA STATUS: Non-Exempt As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: * Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners * Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust * Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals * Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions * Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) * Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business * Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services * Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise * Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: * High school diploma or equivalence required, some college a plus * Successful customer service and /or sales experience required * Previous experience in a retail bank or related industry preferred * Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: * Intermediate customer service skills * Intermediate verbal, written, and listening skills * Basic problem solving skills * Intermediate collaboration skills * Basic understanding of banking products and services * Intermediate adaptability skills * Basic prioritization skills * Basic proficiency with MS Office * Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: * Standing, walking, bending and stooping required * Must be able to sit at a desk for long periods of time and use a computer * Must be able to occasionally move or lift up to 25 pounds * May be asked to work supplemental hours periodically * Limited travel required occasionally during and after business hours

Financial Services Representative FLSA STATUS: Non-Exempt As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: • Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners • Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust • Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals • Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions • Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) • Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business • Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services • Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise • Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: • High school diploma or equivalence required, some college a plus • Successful customer service and /or sales experience required • Previous experience in a retail bank or related industry preferred • Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: • Intermediate customer service skills • Intermediate verbal, written, and listening skills • Basic problem solving skills • Intermediate collaboration skills • Basic understanding of banking products and services • Intermediate adaptability skills • Basic prioritization skills • Basic proficiency with MS Office • Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: • Standing, walking, bending and stooping required • Must be able to sit at a desk for long periods of time and use a computer • Must be able to occasionally move or lift up to 25 pounds • May be asked to work supplemental hours periodically • Limited travel required occasionally during and after business hours

Financial Services Representative FLSA STATUS: Non-Exempt As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: • Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners • Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust • Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals • Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions • Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) • Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business • Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services • Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise • Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: • High school diploma or equivalence required, some college a plus • Successful customer service and /or sales experience required • Previous experience in a retail bank or related industry preferred • Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: • Intermediate customer service skills • Intermediate verbal, written, and listening skills • Basic problem solving skills • Intermediate collaboration skills • Basic understanding of banking products and services • Intermediate adaptability skills • Basic prioritization skills • Basic proficiency with MS Office • Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: • Standing, walking, bending and stooping required • Must be able to sit at a desk for long periods of time and use a computer • Must be able to occasionally move or lift up to 25 pounds • May be asked to work supplemental hours periodically • Limited travel required occasionally during and after business hours

Financial Services Representative FLSA STATUS: Non-Exempt As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: * Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners * Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust * Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals * Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions * Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) * Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business * Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services * Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise * Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: * High school diploma or equivalence required, some college a plus * Successful customer service and /or sales experience required * Previous experience in a retail bank or related industry preferred * Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: * Intermediate customer service skills * Intermediate verbal, written, and listening skills * Basic problem solving skills * Intermediate collaboration skills * Basic understanding of banking products and services * Intermediate adaptability skills * Basic prioritization skills * Basic proficiency with MS Office * Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: * Standing, walking, bending and stooping required * Must be able to sit at a desk for long periods of time and use a computer * Must be able to occasionally move or lift up to 25 pounds * May be asked to work supplemental hours periodically * Limited travel required occasionally during and after business hours

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: • Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners • Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust • Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals • Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions • Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) • Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business • Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services • Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise • Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: • High school diploma or equivalence required, some college a plus • Successful customer service and /or sales experience required • Previous experience in a retail bank or related industry preferred • Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: • Intermediate customer service skills • Intermediate verbal, written, and listening skills • Basic problem solving skills • Intermediate collaboration skills • Basic understanding of banking products and services • Intermediate adaptability skills • Basic prioritization skills • Basic proficiency with MS Office • Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: • Standing, walking, bending and stooping required • Must be able to sit at a desk for long periods of time and use a computer • Must be able to occasionally move or lift up to 25 pounds • May be asked to work supplemental hours periodically • Limited travel required occasionally during and after business hours

As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: * Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners * Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust * Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals * Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions * Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) * Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business * Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services * Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise * Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: * High school diploma or equivalence required, some college a plus * Successful customer service and /or sales experience required * Previous experience in a retail bank or related industry preferred * Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: * Intermediate customer service skills * Intermediate verbal, written, and listening skills * Basic problem solving skills * Intermediate collaboration skills * Basic understanding of banking products and services * Intermediate adaptability skills * Basic prioritization skills * Basic proficiency with MS Office * Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: * Standing, walking, bending and stooping required * Must be able to sit at a desk for long periods of time and use a computer * Must be able to occasionally move or lift up to 25 pounds * May be asked to work supplemental hours periodically * Limited travel required occasionally during and after business hours

Financial Services Representative FLSA STATUS: Non-Exempt As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: • Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners • Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust • Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals • Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions • Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) • Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business • Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services • Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise • Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: • High school diploma or equivalence required, some college a plus • Successful customer service and /or sales experience required • Previous experience in a retail bank or related industry preferred • Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: • Intermediate customer service skills • Intermediate verbal, written, and listening skills • Basic problem solving skills • Intermediate collaboration skills • Basic understanding of banking products and services • Intermediate adaptability skills • Basic prioritization skills • Basic proficiency with MS Office • Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: • Standing, walking, bending and stooping required • Must be able to sit at a desk for long periods of time and use a computer • Must be able to occasionally move or lift up to 25 pounds • May be asked to work supplemental hours periodically • Limited travel required occasionally during and after business hours

Financial Services Representative FLSA STATUS: Non-Exempt As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: * Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners * Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust * Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals * Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions * Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) * Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business * Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services * Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise * Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: * High school diploma or equivalence required, some college a plus * Successful customer service and /or sales experience required * Previous experience in a retail bank or related industry preferred * Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: * Intermediate customer service skills * Intermediate verbal, written, and listening skills * Basic problem solving skills * Intermediate collaboration skills * Basic understanding of banking products and services * Intermediate adaptability skills * Basic prioritization skills * Basic proficiency with MS Office * Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: * Standing, walking, bending and stooping required * Must be able to sit at a desk for long periods of time and use a computer * Must be able to occasionally move or lift up to 25 pounds * May be asked to work supplemental hours periodically * Limited travel required occasionally during and after business hours

Financial Services Representative FLSA STATUS: Non-Exempt As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: • Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners • Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust • Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals • Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions • Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) • Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business • Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services • Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise • Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: • High school diploma or equivalence required, some college a plus • Successful customer service and /or sales experience required • Previous experience in a retail bank or related industry preferred • Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: • Intermediate customer service skills • Intermediate verbal, written, and listening skills • Basic problem solving skills • Intermediate collaboration skills • Basic understanding of banking products and services • Intermediate adaptability skills • Basic prioritization skills • Basic proficiency with MS Office • Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: • Standing, walking, bending and stooping required • Must be able to sit at a desk for long periods of time and use a computer • Must be able to occasionally move or lift up to 25 pounds • May be asked to work supplemental hours periodically • Limited travel required occasionally during and after business hours

Financial Services Representative FLSA STATUS: Non-Exempt As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: * Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners * Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust * Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals * Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions * Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) * Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business * Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services * Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise * Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: * High school diploma or equivalence required, some college a plus * Successful customer service and /or sales experience required * Previous experience in a retail bank or related industry preferred * Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: * Intermediate customer service skills * Intermediate verbal, written, and listening skills * Basic problem solving skills * Intermediate collaboration skills * Basic understanding of banking products and services * Intermediate adaptability skills * Basic prioritization skills * Basic proficiency with MS Office * Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: * Standing, walking, bending and stooping required * Must be able to sit at a desk for long periods of time and use a computer * Must be able to occasionally move or lift up to 25 pounds * May be asked to work supplemental hours periodically * Limited travel required occasionally during and after business hours