Banking Center Manager - North Lewis

Company: First Horizon Bank
Location: New Iberia
Posted on: March 14, 2023

Job Description:

Job Description:

\n About 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.\n \n Summary\n \n The 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.\n \n Key Responsibilities Include\n \n\nSales-orientation with the ability to:\n\nPlan, organize and motivate and lead employees in providing a sales and customer service oriented environment\nHost 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 unit's goals are achieved\n\n\nManages all facets of the banking center including but not limited to:\n\nThe safety and soundness of the banking center and of the day to day operations of the center\nProvide training, guidance and support to teammates\nSupervising all staff; appropriately delegates duties and tasks, training for staff on all policies and procedures\nUnderwrites and authorizes loans within company guidelines\nSafety/security issues and compliance training\nCreates work schedules, communicates information on a timely basis ensuring comprehension and work areas are maintained per company policy\n\n\nDocuments calls, referrals and cross selling opportunities and efforts; actively seeking, referring and retaining account relationships\nCreates quarterly and annual reports on business unit operations verses budgetary goals for supervisor Assists subordinates in resolution of difficult and or past due accounts\nCompletes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s)\nParticipates in special projects and assignments and performs other duties as assigned\n\n Leads and Builds Customer Relationships:\n\nBuilds personal relationships with customers by being attentive to their personal lives and interests and by relating to their personalities, preferences, emotions and financial dreams\nTakes a conversational approach in balancing personal rapport building and qualitative and quantitative data gathering to identify customer financial priorities and objectives\nGuides 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\nDemonstrates knowledge, confidence and enthusiasm for First Horizon products, services and specialists in all interactions with existing and prospective customers\nProactively cross-sells customer relationships through telephone contacts, customer referrals, networking, building relationships in the community and in reactive sales situations.\nObtains the customer's preferred contact information (i.e., home or work numbers, email address) for efficient follow-up questions as needed\nAccepts ultimate responsibility for the quality of the deal and customer relationship\n\n Trusted Advisor/Personal Impact:\n\nProactively 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\nCommunicates in an honest and straightforward manner with the customer\nBuilds customer awareness of personal experience, certifications and licensing, First Horizon support team and focus on delivering customer value\nAttentively listens to customer questions and concerns to identify level of financial knowledge and customer priorities\nDraws from experience, completed financial plans and specialist support to appeal to the customer's life stage, financial knowledge level and priorities for effective customer communication\nDelivers on customer commitments\nRespects the confidentiality of the customer relationship\n\n Financial Analysis, Planning & Judgement:\n\nAnalyzes customer's financial information and credit worthiness and reviews financial plan recommendations to identify customer needs and opportunities for creating customer value\nIdentifies relationship success factors while creating picture of customer, their financial relationships and needs\nEngages customers in problem-solving and creating their own profile and financial plan\nPartners with Financial Planning teammates to efficiently deliver a high quality financial plan to the customer\n\n Customer Value Delivery:\n\nManages own sales activities by setting goals, identifying targets, checking progress and maintaining efforts to sell, upsell, and cross-sell to the customer's needs\nDemonstrates effective presentation skills in discussing financial plan recommendations and matching First Horizon products and services to customer needs\nTakes a positive and tactful, honest approach to discuss the customer's financial gaps and goals outlined in the financial plan in terms of opportunities that can be supported by First Horizon products and services\nContinuously 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\nDemonstrates 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\nBuilds 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\nWorks to seek additional market, customer and First Horizon knowledge that supports delivering added customer value\n\n Banking Center Portfolio Optimization:\n\nDemonstrates knowledge of the profitability of First Horizon products through consultative sales actions and results\nDemonstrates understanding of the loyalty and profitability link by actively working to build customer value and retain profitable customer relationships\nUses creative problem solving in customizing products, features and combinations to deliver personalized service without sacrificing profitability\nReviews customer accounts, portfolio reports and market information to identify sales opportunities and drive revenue\n\n Team Player/Business Partner:\n\nShares and seeks information from internal business partners to leverage First Horizon specialists in servicing and cross-selling based on customer needs\nDevelops 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\nActively listens to First Horizon team members' concerns about customer issues\nSeeks out coaches and mentors to use as a resource in helping serve and sell to customer needs\nServes as a coach to others by sharing lessons learned and best practices to help teammates and specialists serve and sell to customer needs\n\n \n Qualifications Include\n \n\n\n Bachelor's 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.\n\n\n Experience in a financial services environment is a plus. \n\n\n Proven leadership ability, supervising two or more subordinate employees. \n\n\n Willingness to acquire Wealth Management licenses is strongly encouraged and may be required as indicated by market conditions and competitive environment.\n\nNote: 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. \n\n Knowledge, Skills, Abilities and Personal Characteristics\n\nThorough knowledge of banking center operations and fundamental understanding of general bank operations;\nProficient 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\nAbility to manage others and offer coaching and direction setting related to performance\nConsistently meets or exceeds individual and banking center sales and customer service goals\nAbility to disseminate information and guidelines clearly to employees and check for understanding\nAbility to work independently and collaborate effectively as a team member\nStrong follow-up\nManages complaints and problems to the satisfaction of customer's and banking center employees\nAwareness of financial market trends (e.g., general state of market, rates, consumer concerns)\nAbility to identify needs and make appropriate recommendations based on customer profiles\nAbility to effectively coach and counsel banking center employees, and to recognize the when each is required\nAbility to turn service and problems into sales\nSelf-Motivated; Sales goal oriented\nExcellent verbal (face-to-face and telephone) and written communication skills, interpersonal and relationship building skills\nExcellent consultative sales and cross-selling skills\nFinancial market awareness\nFinancial analysis skills\nProficiency with PC based special applications\n\n \n Benefit Highlights\n \n\nMedical with wellness incentives, dental, and vision \nHSA with company match\nMaternity and parental leave\nTuition reimbursement\nMentor program\n401(k) with 6% match\nMore -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits\n\n \n Follow UsFacebook -- facebook.com/FirstHorizonBankTwitter -- twitter.com/FirstHorizonBnkLinkedIn -- linkedin.com/company/first-horizon-bankInstagram -- instagram.com/first_horizonYouTube -- youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The 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 contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: First Horizon Bank, Lafayette , Banking Center Manager - North Lewis, Executive , New Iberia, Louisiana