What are the responsibilities and job description for the Commercial Relationship Manager position at First Horizon?
Location: On site at location listed in job posting.
Summary
Provides full-service banking to high-net-worth individuals. Manages the basic to moderately complex accounts.
Key Responsibilities Include
- 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.
- Performs all other duties as assigned
Qualifications Include
- Bachelor (4-year college) degree
- 6-8 years of experience or an equivalent combination of education and experience
- Experience with Microsoft Outlook, Word, and Excel
- 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.
About Us
First Horizon Corp. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, 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
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
