What are the responsibilities and job description for the Commercial Relationship Manager Associate position at First Horizon?
Location: On site at location listed in job posting
Summary
The incumbent will assist the market with all aspects of managing the portfolio.
Key Responsibilities Include
- Assists Commercial Relationship Manager's in providing financial services to qualified Commercial Clients as well as relationship management duties.
- Works under close supervision with focus on developing sales skills and knowledge.
- Will manage smaller client accounts as primary point of contact.
- Acts as a primary point of contact for sales and service to some existing clients, supporting commercial relationship manager Services in growing markets, with a particular emphasis on serving consumer clients early in their wealth cycle.
- Answers client inquiries about bank products, services, bank accounts and policies; opens new accounts; promotes cross-selling.
- Assists Relationship Manager with processing consumer loans towards closing, and lines up meeting opportunities with Wealth partners.
- Assists Relationship Manager in maintaining a portfolio mix of targeted high value and high potential clients.
- Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.
- Position includes helping Relationship Manager organize client files, calendar, and email to develop closer client relationships.
- Coordinates with internal partners to position Bank products and services.
- Uncovers prospect needs for products and services and recommends solutions; will have opportunities to help develop sales plans and strategies in future; also will have opportunity in future to help finalize, structure, and close deals with input from supervising relationship manager.
- In addition will assist relationship manager with client/prospect entertainment opportunities which may occur during evening and/or weekend hours.
Qualifications Include
- Bachelor’s Degree or equivalent
- 2 years experience required, 2-4 years preferred.
- Applicable Investment Licenses – Series 7 / 66 and insurance within first 6 months
- Good written and oral skills
- Accurate grammar, typing and spelling
- Winning attitude and desire to excel in this highly desirable work environment.
- Able to adjust to changing work environment.
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. 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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