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Senior Private Banker

Company: First Horizon Bank
Location: Chattanooga
Posted on: October 11, 2021

Job Description:

Responsible for maintaining and growing revenue for the company's Private Client Services Division by serving as the primary point of contact for wealthy and high net worth families in the region. Manages and increases relationships with clients throughout their wealth cycle, providing appropriate financial advice.

Supports and coordinates strong internal partnership arrangements with Wealth Management (First Horizon Advisors), Lending Specialists, Financial Planning, Trust Services, Treasury Management, Commercial Banking, and Retail Banking.

Ensures that the Relationship Management policies and procedures of First Horizon Private Client Services are followed appropriately.

Recommends approval/decline on credit opportunities and follows established lending procedures and performs adequate credit analysis.

Provide financial advice and guidance to clients pertaining to their particular current and future financial needs.

Manages and delegates assignments to specialists.

Completes appropriate ongoing training, and accepts Leader’s guidance and evaluations of performance.

Requirements

- 6-8 years’ experience required; 8-10 years’ experience preferred.

- Bachelor’s Degree required (or equivalent) for consideration; Masters preferred.

- Securities licenses required: 7, 63 and life and health

- Accurate typing, spelling and grammar skills.  Proficient with applicable computer software.  Excellent written and oral communication skills.  Good organizational and customer service skills.  Excellent consultative sales and cross-selling skills.

Monday - Friday 8AM-5PM; Representation of the LOB in after-hours client events is also an expectation of the core relationship management team of the Line of Business.

 

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.

 

#LI-PF1

Keywords: First Horizon Bank, Chattanooga , Senior Private Banker, Other , Chattanooga, Tennessee

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