Onsite Relationship Banker: Personal Financial Advisor
Onsite Relationship Banker: Personal Financial Advisor

Onsite Relationship Banker: Personal Financial Advisor

Full-Time 30000 - 40000 £ / year (est.) No home office possible
F

At a Glance

  • Tasks: Engage clients and provide tailored financial solutions through consultative sales.
  • Company: Leading regional financial services company with a strong reputation.
  • Benefits: Competitive salary, career growth, and supportive work environment.
  • Why this job: Join a team dedicated to helping clients achieve their financial goals.
  • Qualifications: 2-5 years of banking experience and a high school diploma required.
  • Other info: Be part of a reputable organisation known for excellent service.

The predicted salary is between 30000 - 40000 £ per year.

A leading regional financial services company is seeking a Relationship Banker to engage clients and provide tailored financial solutions. The role involves consultative sales, customer relationship management, and promoting the bank’s services to meet client needs.

Ideal candidates have 2-5 years of banking experience and a high school diploma. This position offers an opportunity to be part of a reputable organization known for supporting clients' financial goals through excellent service and proactive sales efforts.

Onsite Relationship Banker: Personal Financial Advisor employer: First Horizon

Join a leading regional financial services company that prioritises employee development and fosters a collaborative work culture. As an Onsite Relationship Banker, you will benefit from comprehensive training programmes, competitive compensation, and a supportive environment that encourages personal and professional growth. Located in a vibrant community, this role offers the chance to make a meaningful impact on clients' financial journeys while enjoying a fulfilling career.
F

Contact Detail:

First Horizon Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Onsite Relationship Banker: Personal Financial Advisor

✨Tip Number 1

Network like a pro! Reach out to your connections in the banking industry and let them know you're on the hunt for a Relationship Banker role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews by brushing up on your consultative sales techniques. Think about how you can showcase your ability to engage clients and provide tailored financial solutions. Practice common interview questions and have your success stories ready to share!

✨Tip Number 3

Don’t just apply anywhere—focus on companies that align with your values and career goals. Check out our website for openings at reputable organisations that support client financial goals, and make sure to tailor your approach to each one.

✨Tip Number 4

Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great opportunity to reiterate why you’re the perfect fit for the Relationship Banker position.

We think you need these skills to ace Onsite Relationship Banker: Personal Financial Advisor

Consultative Sales
Customer Relationship Management
Tailored Financial Solutions
Proactive Sales Efforts
Banking Experience
Client Engagement
Excellent Service
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant banking experience and skills. We want to see how you've engaged clients and provided tailored financial solutions in the past, so don’t hold back on those examples!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping clients achieve their financial goals and how your consultative sales approach aligns with our values at StudySmarter.

Showcase Your Customer Relationship Skills: In your application, emphasise your customer relationship management skills. We’re looking for someone who can build strong connections with clients, so share any relevant experiences that demonstrate your ability to foster these relationships.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity as an Onsite Relationship Banker!

How to prepare for a job interview at First Horizon

✨Know Your Financial Products

Make sure you’re well-versed in the financial products and services offered by the company. Brush up on their offerings and think about how you can tailor these solutions to meet client needs. This will show your potential employer that you’re proactive and ready to engage clients effectively.

✨Showcase Your Relationship Management Skills

Prepare examples from your past experiences where you successfully managed client relationships. Highlight how you’ve built trust and rapport with clients, as this is crucial for a Relationship Banker role. Use the STAR method (Situation, Task, Action, Result) to structure your responses.

✨Demonstrate Consultative Sales Techniques

Be ready to discuss your approach to consultative sales. Think of scenarios where you identified client needs and provided tailored solutions. Practising your pitch can help you articulate your thought process clearly during the interview.

✨Research the Company Culture

Familiarise yourself with the company’s values and culture. Understanding what they stand for will help you align your answers with their expectations. It also shows that you’re genuinely interested in being part of their team and contributing to their mission of supporting clients’ financial goals.

Onsite Relationship Banker: Personal Financial Advisor
First Horizon

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>