Senior Banking Advisor

Senior Banking Advisor

Job Description for Senior Banking Advisor:

The principal duty of the Senior Relationship Banker in the Greater New Orleans, Louisiana Metropolitan market is to offer expert-level relationship banking services. Acting as a dependable consultant, the incumbent sparks significant conversations with customers to grasp their financial aims and supply tailored proposals. The central goal of this role is to foster development by vigorously supporting and marketing the Bank's products and services, with a marked concentration on deepening client relationships through exceptional service, personalized advice, and proactive sales strategies. This job encompassing the most intricate responsibilities contributes to the progress of overall banking center sales goals.

Benefits of Senior Banking Advisor:

• Medical plans with added wellness perks.
• Health insurance that incorporates dental and vision benefits.
• Employer matching funds for a Health Savings Account (HSA).
• Maternity and parental leave are benefits offered by employers that allow new parents to take time off to bond with their child.
• Tuition reimbursement program.
• Mentor program.
• Access to a 401(k) plan that includes a 6% match from the company is provided.

Qualifications for Senior Banking Advisor:

• The job mandates that applicants have either a high school diploma or a GED.
• The ideal candidate will have a minimum of five (5) years of relevant experience in banking or financial services.
• Skilled in using various Microsoft Office Suite programs effectively.
• Candidates who have worked with Salesforce before are desired.

Strategies for boosting sales and fostering business expansion:

• Foster engaging conversations with customers to discern their financial priorities and advise on personalized banking solutions.
• Market deposit accounts, loans, and lines of credit to cater to the specific needs of clients.
• Help clients understand and complete the necessary steps to initiate deposit account setups and loan requests.
• Deliver personalized financial advice that is in line with the client's short- and long-range financial targets.
• Identify chances to foster deeper connections by introducing additional offerings and expanding the portfolio of products and services.
• Make recommendations to connect clients with different areas of the company like mortgage, wealth, private client, and business banking teams.
• Reach out to clients and prospects through ongoing outbound calls, presenting them with individualized financial strategies.
• Foster a dynamic sales culture by offering coaching opportunities to team members to improve their sales skills, develop effective referral strategies, and deepen their product expertise.

Client Experience:

• Support the teller line as needed to ensure that customers experience minimal wait times.
• Perform financial transactions correctly as and when needed.
• Offer constant and exceptional customer service experiences.
• Resolve issues raised by clients quickly and in a competent manner.
• Strengthen knowledge of products and services through attendance at meetings, training activities, and online learning modules.

Compliance and risk management are essential components of organizational governance, emphasizing the importance of following rules and managing uncertainties:

• Ensure strict compliance with all pertinent banking regulations, policies, and protocols.
• Adhere to standard risk management practices, internal monitoring processes, and audit standards.
• Always abide by the guidelines established in the First Horizon Code of Ethics.

Operational Efficiency:

• Provide assistance in coordinating meetings that prioritize sales effectiveness, product familiarity, and excellent customer service.
• Aid the Banking Center Manager in improving associate performance and proficiency through targeted training and development efforts.
• Provide hands-on instruction for incoming team members.
• Assist in the supervision of dual-control vault tasks and ensuring compliance with audit protocols for effective control measures.
• Make sure to stay in the know about any operational updates and procedural alterations that may occur.
• Carry out additional duties as directed by management.

About First Horizon Corporation:

• Major player in the regional financial services sector.
• Specializes in offering commercial, personal banking, consumer, small business, wealth management, and trust solutions.
• Provides solutions in the areas of retail brokerage, capital markets, fixed income, and mortgage banking.
• Emphasizing the empowerment of clients, communities, and associates to achieve their best.

Equal Opportunity Statement:

• We are dedicated to providing equal job opportunities, specifically for protected veterans and persons with disabilities.
• Candidates have protections that are guaranteed by federal laws governing the workplace.
• The Department of Labor notice Know Your Rights offers supplementary information.

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