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Senior Business Banking Relationship Manager

First Horizon Bank

Orlando, FL

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JOB DETAILS
SKILLS
Bank Management, Banking Services, Brokerage, Business Banking, Business Development, Business Skills, Capital Markets, Cash Flow, Commercial Banking, Communication Skills, Cross-Selling, Customer Relationship Management (CRM), Customer Training, Customer/Client Research, Develop and Maintain Customers, Facebook, Financial Planning, Financial Services, Financial Strategy, Fixed Income Investments, Insurance, Loan Closing, Loan Documents, Loan Structuring, Market Trend Analysis, Microsoft Office, Mortgage, Presentation/Verbal Skills, Private Banking, Relationship Management, Retail, Sales Closing Skills, Sales Prospecting, Sales Strategy, Small Business, Strategic Planning, Training/Teaching, Trend Analysis, Underwriting, Wealth Management, Writing Skills
LOCATION
Orlando, FL
POSTED
5 days ago
Location: On site at location listed in job posting.

Summary

The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides a full range of banking services to small businesses and manages the more complex accounts.

Key Responsibilities Include
  • Makes retention and business development calls on existing and potential new customers.
  • Develops new customer prospects and business for the Bank.
  • Maintains prospect lists and business pipeline.
  • As needed, interview applicants, completes required documentation and recommends loan
    products to customers.
  • Determines best loan structure for customer and submits package for underwriting and
    approval.
  • Verifies loan documents are complete and accurate according to approval.
  • Coordinates and attends loan closings.
  • Recognizes opportunities to offer customer(s) additional bank products and services to meet
    their needs.
  • Develops new small business relationships through calling on targeted potential clients
  • Develops sales plans and strategies
  • Works closely with other departments and fulfills cross-sell opportunities
  • Finalizes and helps structure and close deals with high close rate
  • 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.
  • 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.
  • Performs all other duties as assigned

Qualifications Include
  • Bachelor (4-year college) degree and 5-8 years of experience or equivalent combination of
    education and 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.
  • Microsoft Office suite

About UsFirst 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. More information is available at www.FirstHorizon.com .

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

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First Horizon Bank

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