Senior Banking Relationship Specialist

Job Description for Senior Banking Relationship Specialist:

This key role entails offering senior-level banking coverage for the Greater New Orleans, Louisiana Metropolitan market. The Senior Banking Relationship Specialist serves as a trusted advisor, engaging clients in meaningful, consultative conversations to understand their financial goals and deliver tailored solutions. The core objective is to foster growth by actively promoting and selling the Bank's products and services, with a strong focus on deepening client relationships through exceptional service, individualized guidance, and proactive sales strategies. This position handles the most complex tasks while contributing to the achievement of overarching banking center sales targets.

Benefit of Senior Banking Relationship Specialist:

• Insurance benefits that encourage wellness participation.
• Coverage for dental care and vision services.
• Employer matching funds for Health Savings Account (HSA) participants.
• Maternity and parental leave to support employees starting or expanding their families.
• Tuition reimbursement program.
• Mentor program.
• 401(k) plan with a 6% employer matching contribution.

Qualifications for Senior Banking Relationship Specialist:

• High school diploma or GED required.
• Minimum of five (5) years of relevant experience in banking or financial services.
• Proficiency with Microsoft Office Suite applications.
• Salesforce experience preferred.

Techniques for increasing profitability and expanding business reach through sales efforts:

• Facilitate consultative client engagements to understand financial priorities and propose customized banking solutions.
• Promote and sell deposit accounts, loans, and lines of credit to address client needs effectively.
• Guide clients through opening deposit accounts and submitting loan applications.
• Provide personalized financial advice aligned with short- and long-term goals.
• Identify opportunities to strengthen relationships by offering supplementary products and services.
• Refer clients to internal partners such as mortgage, wealth management, private client, and business banking teams.
• Engage in proactive outreach to clients and prospects through personalized phone interactions.
• Encourage a high-performing sales culture by coaching team members on sales strategies, referrals, and product knowledge.

Client Experience:

• Provide teller line support as needed to minimize customer wait times.
• Ensure accurate processing of financial transactions.
• Maintain consistent, high-quality client interactions.
• Address client concerns promptly and effectively.
• Enhance product and service knowledge through meetings, training sessions, and online learning resources.

Compliance and Risk Management:

• Comply with all banking regulations, policies, and procedures.
• Follow risk management guidelines, internal controls, and audit standards.
• Adhere strictly to the First Horizon Code of Ethics at all times.

Operational Efficiency:

• Assist in meetings focused on sales performance, product knowledge, and customer satisfaction.
• Support the Banking Center Manager in associate training and professional development.
• Provide on-the-job guidance to new associates.
• Support dual-control vault operations and ensure compliance with audit protocols.
• Stay informed about operational updates and procedural changes.
• Complete other job-related duties as assigned.

About First Horizon Corporation:

• Premier regional financial services company.
• Offers commercial, personal banking, consumer, small business, wealth management, and trust services.
• Provides retail brokerage, capital markets, fixed income, and mortgage banking solutions.
• Focused on helping clients, communities, and associates reach their full potential.

Equal Opportunity Statement:

• Committed to providing equal employment opportunities for protected veterans and individuals with disabilities.
• Applicants are entitled to rights protected under federal employment laws.
• Further information is available via the Department of Labor notice “Know Your Rights.”

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