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Private Banker
First Horizon National Corporation
Chattanooga, TN, United States
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Description
This opportunity is within our Private Client Financial Services group.
Provides full-service banking to high-net-worth individuals. Manages the moderately complex to complex accounts.
DUTIES & RESPONSIBILITIES:
• 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. Other duties as directed by leadership.
Requirements
0-2 years Private Banking Relationship Manager experience required; 4-6 years Private Banking Relationship Manager experience preferred
Bachelors Degree required
Accurate typing, spelling and grammar skills. Proficient with applicable computer software. Good written and oral communication skills. Good organizational and customer service skills. Excellent consultative sales and cross-selling skills.
Monday - Friday
8am - 5pm
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