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Retail Banking Specialist

First Horizon
Big Pine, FL Full Time
POSTED ON 4/22/2025
AVAILABLE BEFORE 5/21/2025

Role Overview

The Retail Banking Specialist plays a critical role in driving sales growth and customer engagement in our retail banking channels. You will work closely with customers to understand their financial needs and provide solutions to meet those needs.

Main Responsibilities:

  • Meet with customers to discuss their financial goals and objectives.
  • Develop and implement personalized financial plans for customers.
  • Provide ongoing guidance and support to customers to help them stay on track with their financial goals.
  • Stay up-to-date with market trends and economic conditions to provide informed advice to customers.

Requirements:

  • A bachelor's degree in finance or a related field and 1 year of experience in a related field.
  • Strong analytical and problem-solving skills.
  • Ability to communicate complex financial concepts in a clear and concise manner.

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