Private Client Banking Director

First HorizonNew Orleans, LA
4hOnsite

About The Position

Responsible for execution of broad-based Private Client banking activities within a specifically defined geographic area.

Requirements

  • Bachelor’s degree from a 4-year college preferred
  • 10+ years of related experience or an equivalent combination of education, experience, and training.
  • FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.)

Responsibilities

  • Drive sales process and ensure overall success of the Private Client team, executing strategic initiatives in alignment with organizational financial goals.
  • Recruit, lead, and coach private banking teams, fostering a culture of professional growth and client-centric excellence.
  • Build and strengthen relationships with key clients, community leaders, and stakeholders to expand market share and promote First Horizon Bank within the community.
  • Oversee Private Client team’s credit, financial, and compliance performance, effectively managing risk and ensuring adherence to policies, procedures, and regulatory guidelines.
  • Meet the market’s defined Community Reinvestment Act (CRA) objectives.
  • Collaborate with the Regional President and Line of Business leaders to support the development and implementation of strategies.
  • Manage the Private Client team’s budget (including First Horizon Foundation allocations), ensuring effective management of expenses to meet financial targets.
  • Represent First Horizon Bank at local community events and professional forums to enhance the bank’s brand and visibility.
  • Effectively communicate strategic goals, performance expectations, and organizational updates to associates.
  • Serve as primary point of contact for business continuity efforts.
  • Assess client needs and associate feedback to continuously improve service offerings and identify growth opportunities.
  • Perform other duties as assigned.
  • Directly responsible for directing, coordinating, and evaluating designated teams or certain personnel in accordance with the organization's policies and applicable laws.
  • Responsibilities may include interviewing, hiring, training, and coaching employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems.

Benefits

  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match
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