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First Horizon
Business Banking Relationship Manager IIFirst Horizon • West Palm Beach, FL, United States
Business Banking Relationship Manager II

Business Banking Relationship Manager II

First Horizon • West Palm Beach, FL, United States
1 day ago
Job type
  • Full-time
Job description

Business Banking Relationship Manager II

Job Category: Banking

Requisition Number: BUSIN013932

Location: On site in Palm Beach Lakes, FL; Fort Lauderdale, FL; Boca Raton, FL; West Palm Beach, FL

Description

At First Horizon, our Business Banking Relationship Manager plays a pivotal role in improving the lives of our clients and the well-being of their businesses through financial solutions, education, and achieving their financial goals. In 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 bank's 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, bank's commitment to the communities it serves, and to support bank's CRA objectives.
  • Performs all other duties as assigned.

Qualifications:

  • Bachelor's 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 nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

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-Benefits

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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Business Banking Relationship Manager II • West Palm Beach, FL, United States

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