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Private Banking Relationship Manager, Sr

Company: FIRST HORIZON
Location: Chattanooga
Posted on: January 12, 2021

Job Description:

The Private Banking Relationship Manager, Sr provides full-service banking to high-net-worth individuals. Manages complex accounts or has an assigned market region of a complex nature. PLEASE NOTE: 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.Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions. Cross-sells retail and trust services such as credit cards, personal trusts, and investment, financial, and estate planning services.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. Builds and maintains a portfolio mix of targeted high value and high potential clients. Requirements-8-10 years related experience is required for consideration; 10+ years of experience is preferred.-Securities licensing (Series 7 & 63)-Bachelor's Degree (or equivalent) is required for consideration; Master's preferred.-Accurate typing, spelling and grammar skills. Proficient with applicable computer software. Good written and oral communication skills. Good organizational and customer service skills. Excellent consultative sales and cross-selling skills.#LI-PF1Equal 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: FIRST HORIZON, Chattanooga , Private Banking Relationship Manager, Sr, Executive , Chattanooga, Tennessee

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