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Private Banker
First Horizon National Corporation
Memphis, TN, United States
Job Details - this job has expired, please see similar jobs below
Description
Job Purpose
This position provides full-service banking to high-net-worth individuals within the Private Client division. They will manage the moderately complex to complex accounts. The ideal candidate will have strong ties to the community as demonstrated through business relationships and community engagement.
Duties and 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
• Builds and maintains a portfolio mix of targeted high value and high potential clients
Please note: 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.
Requirements
Requirements
• 4-6 years experience required; 6-8 years experience preferred
• Bachelors Degree required (or equivalent) for consideration; Masters preferred
• 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