First Horizon

4 months ago

Senior Community Banker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Provide full-service banking for high-net-worth clients by managing moderately complex accounts and building a strong client portfolio. Develop new client relationships, uncover needs, and recommend solutions, including structuring and closing deals. Cross-sell retail and trust services such as credit cards, personal trusts, and investment, financial, and estate planning offerings. Educate customers on financial strategies and monitor plans, products, and market trends to identify new opportunities.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Develop new relationships by calling on targeted potential clients and identifying their needs for products and services.
•Create sales plans and strategies, and help structure and close deals with a high close rate.
•Cross-sell retail and trust services including credit cards, personal trusts, and investment/estate planning services.
•Serve as a financial advisor by educating customers on financial strategies such as planning, investments, insurance, credit, and market trends.
•Monitor customer information and products, financial plans, and market trends to uncover opportunities and maintain a portfolio mix of high-value clients.

Pay and Benefits

Perks:MedicalDentalVisionHsaParental LeaveMentor Program401k

Key Requirements

•Bachelor’s (4-year college) degree and 6–8 years of experience (or an equivalent combination of education and experience).
•Ability to develop new client relationships through calling on targeted potential clients.
•Experience uncovering prospect needs for products and services and recommending solutions.
•Ability to educate customers on financial strategies based on customer profile and financial plan.
•Ability to monitor customer information/products, the financial plan, and market trends to identify new needs and opportunities.

Experience:6-8 yearsBankingWealth managementPrivate banking

Education:Bachelor's

Skills:Relationship buildingCustomer educationConsultative advisingSales strategyFinancial planning

Company Brief

First Horizon

Provides commercial and consumer banking services, wealth management, and treasury solutions through First Horizon Bank. Serves individuals, businesses, and institutions across the southeastern United States with lending, deposits, and financial advisory products.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Memphis, United States

Founded: 1864

Website LinkedIn

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First Horizon

4 months ago

Senior Community Banker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Develop new relationships by calling on targeted potential clients and identifying their needs for products and services.
•Create sales plans and strategies, and help structure and close deals with a high close rate.
•Cross-sell retail and trust services including credit cards, personal trusts, and investment/estate planning services.
•Serve as a financial advisor by educating customers on financial strategies such as planning, investments, insurance, credit, and market trends.
•Monitor customer information and products, financial plans, and market trends to uncover opportunities and maintain a portfolio mix of high-value clients.

Pay and Benefits

Perks:MedicalDentalVisionHsaParental LeaveMentor Program401k

Key Requirements

•Bachelor’s (4-year college) degree and 6–8 years of experience (or an equivalent combination of education and experience).
•Ability to develop new client relationships through calling on targeted potential clients.
•Experience uncovering prospect needs for products and services and recommending solutions.
•Ability to educate customers on financial strategies based on customer profile and financial plan.
•Ability to monitor customer information/products, the financial plan, and market trends to identify new needs and opportunities.

Experience:6-8 yearsBankingWealth managementPrivate banking

Education:Bachelor's

Skills:Relationship buildingCustomer educationConsultative advisingSales strategyFinancial planning

Company Brief

First Horizon

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Memphis, United States

Founded: 1864

Website LinkedIn