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Capital Bank Portfolio Manager
First Horizon National Corporation
Charlotte, NC, United States
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Description
The selected incumbent makes and services a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned market region of a complex nature.
Calls on current or potential customers; investigates customer needs for commercial products and services; develops sales proposals; introduces customers to other departments for cross-sell opportunities; negotiates with customers on pricing, etc. with senior officer guidance; develops fee income from credit and deposit services; finalizes and closes deals with senior officer assistance.
Builds and maintains a portfolio mix of targeted high value and high potential clients.
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.
May assist International Operations manager with the daily activities of the department and specialize in Letters of Credit.
Requirements
Education and/or Work Experience Requirements
• Bachelor’s Degree with 4-6 years of experience required or equivalent in work experience; 6-8 years of experience preferred.
• Possesses an understanding of the current business environment
• Solid credit knowledge
• Expertise in credit policy and analytical abilities
• Goal and production oriented
• Strong relationship building skills
• Ability to take initiative using strong problem solving skills
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