Business Banking Relationship Manager
Naples, FL - USA
Job Summary
SUMMARY
At First Horizon our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions education achieving their financial this role you will provide a full range of banking services to businesses with annual sales between $5M to $25M with a focus on client experience and risk management.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Responsible for loan and deposit growth through client portfolio centers of influence and other proactive measures to grow market share.
- Develops new small business relationships through calling on potential clients as well as retain/grow existing portfolio.
- Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region.
- Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the banks products.
- Determines best loan structure for prospects/customers financial needs and present solutions to sell bank services. Is responsible for timely and adequate preparation of annual reviews and recommendation.
- Works closely with other departments and fulfills cross-sell opportunities.
- Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning investments insurance credit market trends) based on customer profile and financial plan and matching customer needs with appropriate products and services.
- Monitors customer information/products financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
- Active involvement in local civic and nonprofit organizations to promote goodwill banks commitment to the communities it serves and to support banks CRA objectives.
- Performs all other duties as assigned.
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Additionally the qualifications listed below are representative of the knowledge skills and/or abilities required in this position:
- Bachelors degree in Business Finance or related field or equivalent work experience strongly preferred.
- 3-5 years of experience in banking relationship management role or related business lending experience.
- Knowledge of cash flow and business credit underwriting with commercial credit training preferred.
- Ability to work effectively with individuals and groups across the company to manage customer relationships.
- Excellent presentation verbal and written communication skills.
- Demonstrated business acumen with knowledge of diverse types of businesses industries markets financial and economic concepts.
About Us
First Horizon Corporation 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 and mortgage banking services. First Horizon has been recognized as one of the nations best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at.
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
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Required Experience:
Manager
About Company
First Horizon offers a variety of financial services nationwide. See how we serve our customers through personal, small business, commercial banking, and more.