Senior Relationship Banker

< p> < span style="color: rgb(0, 0, 0); "> < strong> Location< /strong> : Onsite at the location listed in the job posting.< /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> SUMMARY< /strong> < /span> < br> < span style="color: rgb(0, 0, 0); "> 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 bank’s products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center’s overall sales goals. This role performs the most complex assignments.< /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> ESSENTIAL DUTIES AND RESPONSIBILITIES< /strong> < /span> < /p> < p> < br> < span style="color: rgb(0, 0, 0); "> < strong> Sales and Business Development< /strong> < /span> < br> < span style="color: rgb(0, 0, 0); "> • Proactive Sales Engagement: 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.< /span> < br> < span style="color: rgb(0, 0, 0); "> • Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.< /span> < br> < span style="color: rgb(0, 0, 0); "> • Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients’ short-and-long term goals. Utilize a deep understanding of the bank’s products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.< /span> < br> < span style="color: rgb(0, 0, 0); "> • Referrals: 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.< /span> < br> < span style="color: rgb(0, 0, 0); "> • Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.< /span> < br> < span style="color: rgb(0, 0, 0); "> • Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.< /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> Client experience< /strong> < /span> < br> < span style="color: rgb(0, 0, 0); "> • Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).< /span> < br> < span style="color: rgb(0, 0, 0); "> • Deliver excellent client experiences consistently and promptly resolve client issues effectively.< /span> < br> < span style="color: rgb(0, 0, 0); "> • Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.< /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> Compliance and risk management< /strong> < /span> < br> < span style="color: rgb(0, 0, 0); "> • Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.< /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> Operational efficiency< /strong> < /span> < br> < span style="color: rgb(0, 0, 0); "> • Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel.< /span> < br> < span style="color: rgb(0, 0, 0); "> • Assist banking center management with “on the job training” of new associates.< /span> < br> < span style="color: rgb(0, 0, 0); "> • Assist with dual control vault responsibilities and audit controls.< /span> < br> < span style="color: rgb(0, 0, 0); "> • Stay informed of all operational updates and changes to ensure compliance with all current guidelines.< /span> < br> < span style="color: rgb(0, 0, 0); "> • Perform all other job related duties as assigned.< /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> SUPERVISORY RESPONSIBILITIES< /strong> < /span> < br> < span style="color: rgb(0, 0, 0); "> No supervisory responsibilities< /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> QUALIFICATIONS< /strong> < /span> < br> < span style="color: rgb(0, 0, 0); "> 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.< /span> < br> < span style="color: rgb(0, 0, 0); "> • High school diploma or general education degree (GED)< /span> < br> < span style="color: rgb(0, 0, 0); "> • 5+ years of experience< /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> Preferred Qualification: < /strong> < /span> < /p> < ul> < li> < span style="color: rgb(0, 0, 0); "> Bilingual in English and Spanish and/or Vietnamese strongly preferred.< /span> < /li> < /ul> < p> < span style="color: rgb(0, 0, 0); "> & nbsp; < /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> COMPUTER AND OFFICE EQUIPMENT SKILLS< /strong> < /span> < br> < span style="color: rgb(0, 0, 0); "> Microsoft Office Suite, Salesforce< /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)< /strong> < /span> < br> < span style="color: rgb(0, 0, 0); "> None required.< /span> < /p> < p> < span style="color: rgb(0, 0, 0); "> < strong> NMLS Language< /strong> < /span> < br> < span style="color: rgb(0, 0, 0); "> As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.& nbsp; < /span> < /p>