Banking Center Manager - North Lewis
Company: First Horizon
Location: New Iberia
Posted on: January 26, 2023
Job Description:
DescriptionAbout UsFirst Horizon Corp. (NYSE: FHN), with
approximately $90 billion in assets, is a leading regional
financial services company, dedicated to helping our clients,
communities and associates unlock their full potential with capital
and counsel. Headquartered in Memphis, TN, the banking subsidiary
First Horizon Bank operates in 12 states across the southern U.S.
The Company and its subsidiaries offer commercial, private banking,
consumer, small business, wealth and trust management, retail
brokerage, capital markets, fixed income, mortgage, and title
insurance services. First Horizon has been recognized as one of the
nation's best employers by Fortune and Forbes magazines and a Top
10 Most Reputable U.S. Bank.SummaryThe Banking Center Manager
manages all banking center employees and supervises day-to-day
operations of the banking center while ensuring safety, operational
soundness and excellent service levels. This position is also
responsible for the sales culture in the banking center and the
development of new and existing customers. Key Responsibilities
Include
- Sales-orientation with the ability to:
- Plan, organize and motivate and lead employees in providing a
sales and customer service oriented environment
- Host weekly staff sales meetings to review sales efforts and
deposit growth goals and results; lead the team to create new and
innovative ways to ensure units goals are achieved
- Manages all facets of the banking center including but not
limited to:
- The safety and soundness of the banking center and of the day
to day operations of the center
- Provide training, guidance and support to teammates
- Supervising all staff; appropriately delegates duties and
tasks, training for staff on all policies and procedures
- Underwrites and authorizes loans within company guidelines
- Safety/security issues and compliance training
- Creates work schedules, communicates information on a timely
basis ensuring comprehension and work areas are maintained per
company policy
- Documents calls, referrals and cross selling opportunities and
efforts; actively seeking, referring and retaining account
relationships
- Creates quarterly and annual reports on business unit
operations verses budgetary goals for supervisor Assists
subordinates in resolution of difficult and or past due
accounts
- Completes, passes and maintains an up-to-date status for all
positional and company required compliance and regulatory courses
by assigned due date(s)
- Participates in special projects and assignments and performs
other duties as assigned Leads and Builds Customer
Relationships:
- Builds personal relationships with customers by being attentive
to their personal lives and interests and by relating to their
personalities, preferences, emotions and financial dreams
- Takes a conversational approach in balancing personal rapport
building and qualitative and quantitative data gathering to
identify customer financial priorities and objectives
- Guides customer interactions by setting meeting agendas and
leading the conversation to remain focused on maximizing time with
customer to match products and services with customer needs
- Demonstrates knowledge, confidence and enthusiasm for First
Horizon products, services and specialists in all interactions with
existing and prospective customers
- Proactively cross-sells customer relationships through
telephone contacts, customer referrals, networking, building
relationships in the community and in reactive sales
situations.
- Obtains the customers preferred contact information (i.e., home
or work numbers, email address) for efficient follow-up questions
as needed
- Accepts ultimate responsibility for the quality of the deal and
customer relationship Trusted Advisor/Personal Impact:
- Proactively and systematically educates customers about
financial strategies and First Horizon products and services (e.g.,
Financial Planning, Deposits, Investments, Insurance, Credit, Small
Business) based on customer needs
- Communicates in an honest and straightforward manner with the
customer
- Builds customer awareness of personal experience,
certifications and licensing, First Horizon support team and focus
on delivering customer value
- Attentively listens to customer questions and concerns to
identify level of financial knowledge and customer priorities
- Draws from experience, completed financial plans and specialist
support to appeal to the customers life stage, financial knowledge
level and priorities for effective customer communication
- Delivers on customer commitments
- Respects the confidentiality of the customer relationship
Financial Analysis, Planning & Judgement:
- Analyzes customers financial information and credit worthiness
and reviews financial plan recommendations to identify customer
needs and opportunities for creating customer value
- Identifies relationship success factors while creating picture
of customer, their financial relationships and needs
- Engages customers in problem-solving and creating their own
profile and financial plan
- Partners with Financial Planning teammates to efficiently
deliver a high quality financial plan to the customer Customer
Value Delivery:
- Manages own sales activities by setting goals, identifying
targets, checking progress and maintaining efforts to sell, upsell,
and cross-sell to the customers needs
- Demonstrates effective presentation skills in discussing
financial plan recommendations and matching First Horizon products
and services to customer needs
- Takes a positive and tactful, honest approach to discuss the
customers financial gaps and goals outlined in the financial plan
in terms of opportunities that can be supported by First Horizon
products and services
- Continuously seeks customer understanding, agreement and
commitment (verbal and non-verbal) regarding the product and
service recommendations and redirects approach as needed to close
the sale
- Demonstrates knowledge of First Horizon products and services
and customer needs by coordinating the appropriate First Horizon
specialists to build customer value with cross-selling efforts
- Builds confidence in the customer regarding the expertise of
First Horizon specialists, the value of product and service
recommendations and the ability of First Horizon to help him/her
achieve financial goals
- Works to seek additional market, customer and First Horizon
knowledge that supports delivering added customer value Banking
Center Portfolio Optimization:
- Demonstrates knowledge of the profitability of First Horizon
products through consultative sales actions and results
- Demonstrates understanding of the loyalty and profitability
link by actively working to build customer value and retain
profitable customer relationships
- Uses creative problem solving in customizing products, features
and combinations to deliver personalized service without
sacrificing profitability
- Reviews customer accounts, portfolio reports and market
information to identify sales opportunities and drive revenue Team
Player/Business Partner:
- Shares and seeks information from internal business partners to
leverage First Horizon specialists in servicing and cross-selling
based on customer needs
- Develops cooperative relationships with Banking Center
teammates and other First Horizon team members to keep current on
internal trends, policies, procedures, goals and efforts and
delivery customer value
- Actively listens to First Horizon team members concerns about
customer issues
- Seeks out coaches and mentors to use as a resource in helping
serve and sell to customer needs
- Serves as a coach to others by sharing lessons learned and best
practices to help teammates and specialists serve and sell to
customer needs Qualifications Include
- Bachelors degree and two or more years high performing sales
experience demonstrated though sales awards, incentives and
recognition or an equivalent combination of education and
experience.
- Experience in a financial services environment is a plus.
- Proven leadership ability, supervising two or more subordinate
employees.
- Willingness to acquire Wealth Management licenses is strongly
encouraged and may be required as indicated by market conditions
and competitive environment.
- Note: 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.
Knowledge, Skills, Abilities and Personal Characteristics
- Thorough knowledge of banking center operations and fundamental
understanding of general bank operations;
- Proficient understanding of the components of Financial
Planning, Deposit products, Credit products, Small Business
products, Investment and Insurance products (depending on
certification levels), and Alternative Delivery Options
- Ability to manage others and offer coaching and direction
setting related to performance
- Consistently meets or exceeds individual and banking center
sales and customer service goals
- Ability to disseminate information and guidelines clearly to
employees and check for understanding
- Ability to work independently and collaborate effectively as a
team member
- Strong follow-up
- Manages complaints and problems to the satisfaction of
customers and banking center employees
- Awareness of financial market trends (e.g., general state of
market, rates, consumer concerns)
- Ability to identify needs and make appropriate recommendations
based on customer profiles
- Ability to effectively coach and counsel banking center
employees, and to recognize the when each is required
- Ability to turn service and problems into sales
- Self-Motivated; Sales goal oriented
- Excellent verbal (face-to-face and telephone) and written
communication skills, interpersonal and relationship building
skills
- Excellent consultative sales and cross-selling skills
- Financial market awareness
- Financial analysis skills
- Proficiency with PC based special applications 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
- More --
FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-BenefitsFollow
UsFacebook -- facebook.com/FirstHorizonBankTwitter --
twitter.com/FirstHorizonBnkLinkedIn --
linkedin.com/company/first-horizon-bankInstagram --
instagram.com/firsthorizonYouTube --
youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209-QEqual Opportunity
Employer/Protected Veterans/Individuals with DisabilitiesThe
contractor will not discharge or in any other manner discriminate
against employees or applicants because they have inquired about,
discussed, or disclosed their own pay or the pay of another
employee or applicant. However, employees who have access to the
compensation information of other employees or applicants as a part
of their essential job functions cannot disclose the pay of other
employees or applicants to individuals who do not otherwise have
access to compensation information, unless the disclosure is (a) in
response to a formal complaint or charge, (b) in furtherance of an
investigation, proceeding, hearing, or action, including an
investigation conducted by the employer, or (c) consistent with the
contractors legal duty to furnish information. 41 CFR
60-1.35(c)
Keywords: First Horizon, Lafayette , Banking Center Manager - North Lewis, Executive , New Iberia, Louisiana
Didn't find what you're looking for? Search again!
Loading more jobs...