Senior Banking Specialist

Job Description for Senior Banking Specialist:

This key role entails offering high-levelBanking Specialist coverage in the Greater New Orleans, Louisiana Metropolitan market. The Senior Banking Specialist acts as a trusted advisor, engaging clients in substantial, consultative discussions to understand their financial goals and deliver personalized solutions. The core objective is to foster growth by actively promoting and selling the Bank's offerings, with a particular emphasis 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 Banking Specialist:

• Benefits package including wellness rewards for maintaining health.
• Insurance plans that incorporate both dental and vision services.
• Matching contribution opportunity for Health Savings Account (HSA) holders.
• Maternity and parental leave entitlements allow parents to take time off work to care for their children without the fear of losing their jobs.
• Tuition reimbursement program.
• Mentor program.
• A 401(k) retirement savings plan with a 6% employer match is part of the benefits package.

Qualifications for Senior Banking Specialist:

• A high school diploma or its equivalent, such as a GED, is a necessary qualification.
• Candidates should possess at least five (5) years of pertinent experience in banking or financial services.
• Skilled in using various Microsoft Office Suite programs effectively.
• Experience with Salesforce is a plus.

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

• Encourage consultative interactions with clients to explore their financial aspirations and suggest tailored banking solutions.
• Advocate for the benefits of deposit accounts, loans, and lines of credit in meeting client needs efficiently.
• Help customers through the steps involved in opening deposit accounts and submitting loan applications.
• Offer customized financial recommendations that align with the client's short- and long-term financial targets.
• Identify pathways to enhance relationships by introducing new products and services that cater to specific needs and preferences.
• Point clients in the direction of internal partners, such as the mortgage, wealth management, private client, and business banking teams.
• Contact clients and leads through scheduled phone calls, presenting them with bespoke financial solutions.
• Enhance sales productivity within the team by coaching associates on sales strategies, referral generation, and product information to create a high-performance sales culture.

Client Experience:

• Provide assistance to the teller line as required to maintain low customer wait periods.
• Execute accurate financial transactions when necessary.
• Offer constant and exceptional customer service experiences.
• Handle client complaints promptly and in a manner that leads to effective resolution.
• Deepen expertise in products and services through active involvement in meetings, training initiatives, and online educational materials.

The core objective of compliance and risk management is to proactively identify and address areas of non-compliance and vulnerability:

• Stick to all applicable banking regulations, policies, and operational protocols.
• Follow the protocols of risk management frameworks, internal control procedures, and audit regulations.
• Demonstrate unwavering commitment to the ethical principles espoused in the First Horizon Code of Ethics.

Operational Efficiency:

• Assist in arranging meetings focused on boosting sales outcomes, product understanding, and customer relationship management.
• Work alongside the Banking Center Manager to provide guidance and resources for associate training and development activities.
• Provide hands-on instruction for incoming team members.
• Aid in handling the responsibilities associated with dual-control vault management, along with implementing and monitoring audit controls.
• Keep yourself up to date with any new information regarding operational adjustments and modifications in procedures.
• Fulfill any other job responsibilities as required.

About First Horizon Corporation:

• Dominant player in the regional financial industry.
• Provides a range of services including commercial, personal banking, consumer, small business, wealth management, and trust solutions.
• Engages in retail brokerage alongside capital markets, fixed income, and mortgage banking services.
• Concentrated on empowering clients, communities, and associates to achieve their utmost potential.
• Our company values diversity and inclusion by offering equal opportunities for protected veterans and people with disabilities.
• Potential employees have legal rights that are established by federal laws concerning the workforce.
• The Department of Labor offers additional information through its Know Your Rights notice.

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