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Senior Licensed Professional Banker

Company: HomeTrust Bank
Location: Raleigh
Posted on: March 19, 2023

Job Description:

Job SummaryThe Senior Licensed Professional Banker will serve as a trusted advisor, offering appropriate banking and investment products to existing and prospective clients with an income of at least $150K individual/$200K joint, or investable assets of $250,000+.Key Responsibilities / Essential Functions

  • Serves the personal banking needs of clients with an income of at least $150K individual/$200K joint, or investable assets of $250,000+ (subject to change) in a designated portfolio and territory.
  • Proactively markets and works to develop new business in designated geographic area, making outbound business development calls individually and with other line of business leaders.
  • Identifies client's needs, understands client objectives, and makes appropriate investment and insurance recommendations consistent with compliance standards.
  • Works functionally and collaboratively with Commercial Bankers, Treasury Services, and other line of business partners to identify and drive opportunities and expand relationships.
  • Responsible for meeting annual sales goals and corresponding sales activity, including developing sales plans, self-sourcing client and prospect opportunities, executing regular calling programs, and analyzing customer and market needs.
  • Mentors to professional bankers as assigned.
  • Completes a thorough financial review with the client to assess the financial situation, including age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs.
  • Consults on investment and insurance strategies, as well as the development of financial plans for clients.
  • Grows and retains an investment/insurance book of business, and uses a consultative sales approach by determining client needs, obtaining commitment, and proposing solutions.
  • Maintains compliance with all applicable bank, broker/dealer, and state and federal regulations associated with the sale of investment and insurance products.
    Job RequirementsEducation:
    • Bachelor's degree required.Required:
      • 3+ years of successful banking experience in consumer lending, deposit gathering and new engaged DDA acquisition with through knowledge of the sales and service process.
      • FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
      • Applicable state life and health licenses.
      • Fluency with PC and web-based software and systems, and must be comfortable with e-banking platform.
      • S.A.F.E. registration at the time of employment.
      • Proficient at portfolio deposit growth along with engaged DDA growth within personal book of business.
      • Skilled professional networker and relationship builder, and effective at targeted prospecting and full lifecycle of sales and service.
      • Excellent interpersonal, sales, presentation, and relationship management skills.
      • Excellent written, verbal, problem-solving and analytical skills.
      • Thorough knowledge of all retail consumer products and services.
      • Knowledge of loan and deposit processing functions and related requirements and procedures.
      • Excellent attention to detail, organizational and communications skills.
      • Ability to successful complete (as required) in-house training programs.
      • Successful completion of Omega Training or equivalent: Commercial Loans to Small Business within the first 6 months of employment.
      • Familiarity with all federal and state banking regulations, including the Bank Secrecy Act and the USA Patriot Act.
      • Self-starter and highly motivated.
      • Ability to maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations.
      • Proficient in Microsoft Office products.About HomeTrust BankHomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, and Tennessee. Learn more at www.htb.com. Apply today to take your first steps towards joining this talented population of employees within a growing organization.
        Work Environment, Physical RequirementsThe physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. HomeTrust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees.
        • This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
        • Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
        • Physical activity requiring reaching, sifting, lifting up to 25 lbs., finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required.
        • The employee will frequently communicate and must be able to exchange accurate information with others.
        • The employee may need to move around their office to attend meetings and to access files, machinery or other job-related tools.
          DISCLAIMER: HomeTrust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
          HomeTrust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations. Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law.
          Equal 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 contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: HomeTrust Bank, Raleigh , Senior Licensed Professional Banker, Other , Raleigh, North Carolina

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