Senior Banking Representative

Job Description for Senior Banking Representative:

This position provides senior-level relationship banking coverage for the Greater New Orleans, Louisiana Metropolitan market. The Senior Banking Representative serves as a trusted advisor, engaging clients in meaningful, consultative conversations to understand their financial goals and deliver tailored solutions. This role drives growth by actively promoting and selling the Bank's products and services, with a strong focus on deepening client relationships through exceptional service, personalized advice, and proactive sales. This position performs the most complex assignments while supporting overall banking center sales objectives.

Benefit of Senior Banking Representative:

• Healthcare plans with wellness incentives for policyholders.
• Health coverage that extends to dental and vision care.
• Health Savings Account (HSA) accompanied by employer-provided match.
• Maternity and parental leave provisions supporting growing families.
• Tuition reimbursement program.
• Mentor program.
• 401(k) retirement plan with a 6% company match.

Qualifications for Senior Banking Representative:

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

The art of driving sales and fostering business progress through strategic development:

• Initiate consultative conversations to assess client financial goals and recommend tailored solutions.
• Promote and sell deposit accounts, loans, and lines of credit.
• Assist clients with deposit account openings and loan applications.
• Provide personalized financial guidance aligned with short- and long-term objectives.
• Identify opportunities to deepen relationships through expanded product offerings.
• Refer clients to internal partners including mortgage, wealth management, private client, and business banking teams.
• Conduct outbound calls to clients and prospects with customized financial recommendations.
• Coach associates to enhance sales effectiveness, referrals, and product knowledge.

Client Experience:

• Support the teller line to minimize customer wait times.
• Process financial transactions accurately as required.
• Deliver consistent, high-quality client experiences.
• Resolve client concerns promptly and effectively.
• Participate in meetings, training programs, and online learning to enhance product knowledge.

Compliance and risk management practices:

• Comply with all applicable banking regulations, policies, and procedures.
• Adhere to internal controls, risk oversight standards, and audit requirements.
• Uphold the ethical standards outlined in the First Horizon Code of Ethics.

Operational Efficiency:

• Support meetings focused on sales performance, product knowledge, and customer experience.
• Assist the Banking Center Manager with associate training and development.
• Provide on-the-job training to new hires.
• Support dual-control vault operations and audit procedures.
• Remain informed on operational updates and procedural changes.
• Perform additional duties as assigned.

About First Horizon Corporation:

• Leading regional financial services organization.
• Offers commercial, personal banking, consumer, small business, wealth management, and trust services.
• Provides retail brokerage, capital markets, fixed income, and mortgage banking solutions.
• Dedicated to helping clients, communities, and associates achieve their full potential.

Equal Opportunity Statement:

• Equal opportunity employer supporting protected veterans and individuals with disabilities.
• Applicants are entitled to rights under federal employment laws.
• Additional information available through the Department of Labor’s Know Your Rights notice.

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