Senior Retail Banking Specialist

Job Description for Senior Retail Banking Specialist:

This key role entails offering senior-level retail banking coverage for the Greater New Orleans, Louisiana Metropolitan market. The Senior Retail Banking Specialist acts 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 connections 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 Retail Banking Specialist:

• Health plans integrating wellness rewards.
• Insurance options covering dental and vision care.
• Health Savings Account (HSA) with employer contribution.
• Maternity and parental leave benefits supporting employees with new or growing families.
• Tuition reimbursement program.
• Mentor program.
• 401(k) retirement plan with a 6% company match.

Qualifications for Senior Retail Banking Specialist:

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

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

• Engage clients in consultative conversations to uncover financial priorities and provide tailored banking solutions.
• Promote and sell deposit accounts, loans, and lines of credit to meet client needs.
• Assist clients with opening deposit accounts and completing loan applications.
• Provide individualized financial guidance aligned with short- and long-term goals.
• Identify opportunities to deepen relationships by offering additional products and services.
• Refer clients to internal partners such as mortgage, wealth management, private client, and business banking teams.
• Conduct proactive outbound calls to clients and prospects with personalized financial solutions.
• Encourage a high-performing sales culture through coaching on sales techniques, referrals, and product knowledge.

Client Experience:

• Support the teller line as needed to minimize customer wait times.
• Accurately process financial transactions when required.
• Deliver consistent, high-quality client interactions.
• Address client concerns promptly and effectively.
• Enhance product and service knowledge via meetings, training, and online learning resources.

Compliance and Risk Management:

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

Operational Efficiency:

• Assist in meetings focused on sales performance, product knowledge, and customer service.
• Support the Banking Center Manager in associate training and development.
• Provide hands-on guidance for new associates.
• Support dual-control vault operations and ensure audit compliance.
• Stay informed of operational updates and procedural changes.
• Perform other assigned job-related duties.

About First Horizon Corporation:

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

Equal Opportunity Statement:

• Committed to equal employment opportunities for protected veterans and individuals with disabilities.
• Applicants have rights protected under federal employment laws.
• Additional details are available via the Department of Labor’s Know Your Rights notice.

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