This position will provide a senior level of relationship banking coverage for the Greater New Orleans, Louisiana Metropolitan market. The relationship banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the banks products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking centers overall sales goals. This role performs the most complex assignments.
Sales and business development: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. Through a consultative approach, provide personalized financial advice that aligns with clients short-and-long term goals. Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. Conduct regular calls to clients and prospects to offer tailored financial solutions. Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
Client experience: Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). Deliver excellent client experiences consistently and promptly resolve client issues effectively. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management: Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency: Assist in conducting meetings to promote sales, product knowledge and customer service. Assist banking center manager with training personnel. Assist banking center management with on the job training of new associates. Assist with dual control vault responsibilities and audit controls. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned.
Supervisory responsibilities: No supervisory responsibilities.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. High school diploma or general education degree (GED). 5+ years of experience. Microsoft Office Suite, Salesforce.
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Benefit highlights: Medical with wellness incentives, dental, and vision. HSA with company match. Maternity and parental leave. Tuition reimbursement. Mentor program. 401(k) with 6% match.
Equal opportunity employer/protected veterans/individuals with disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Senior Relationship Banker - Float • New Orleans, LA, United States
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