Private Banker
Company: First Horizon Bank
Location: Cleveland
Posted on: May 25, 2023
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Job Description:
Manages a simple to moderately complex private banking portfolio
of individuals with high-net worth using banking strategies and
solutions. Provides advice that is customized in the best needs of
the client. Develops and maintains client relationships by engaging
the resources of other parts of the organization to provide
meaningful and personalized service. Achieves deposit and loan
volume goals, approves loans, and sells additional fee based
services.ESSENTIAL DUTIES AND RESPONSIBILITIESBuilds and maintains
a product portfolio mix of targeted high value and high value
clients; retains current clients and ensures customer satisfaction
while growing portfolio with additional product and service
offerings to current and potential clients.Develops new
relationships through:Calling on targeted potential clients to
uncover prospect needs for products and services.Makes client
focused recommends and product solutions.Develops sales plans and
strategies to ensure achievement of deposit, loan and fee
goals.Finalizes, helps structure and close deals with a high rate
of successful closure.Acts as a financial advisor by:Fully
understanding the customers profile, financial status and financial
goals to ensure the product and service offerings are in the
customer's best interest.Educating the customer about financial
strategies, products and services that will meet or exceed their
needs (e.g. financial planning, investments, insurance, credit,
market trends).Monitors customer information, product selections,
financial plans and market trends to identify new customer needs
and opportunities to retain and grow portfolio.Cross-sells retail
and trust services such as credit cards, personal trusts, and
investment, financial, and estate planning services.Completes,
passes and maintains an up to date status for all positional and
company required compliance and regulatory courses by assigned due
date(s).Performs all other duties as assignedSUPERVISORY
RESPONSIBILITIESNo supervisory responsibilitiesQUALIFICATIONSTo
perform this job successfully, an individual must be able to
perform each essential duty satisfactorily. Additionally, the
qualifications listed below are representative of the knowledge,
skills, and/or abilities required in this position:Bachelor (4-year
college) degree and 1-2 years of experience or equivalent
combination of education and experienceCOMPUTER AND OFFICE
EQUIPMENT SKILLSMicrosoft Office suiteCERTIFICATES, LICENSES,
REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)None required,
Securities Series 7/63, Life and Health Insurances licenses
recommendedEqual Opportunity Employer/Protected
Veterans/Individuals with DisabilitiesThe contractor will not
discharge or in any other manner discriminate against employees or
applicants because they have inquired about, discussed, or
disclosed their own pay or the pay of another employee or
applicant. However, employees who have access to the compensation
information of other employees or applicants as a part of their
essential job functions cannot disclose the pay of other employees
or applicants to individuals who do not otherwise have access to
compensation information, unless the disclosure is (a) in response
to a formal complaint or charge, (b) in furtherance of an
investigation, proceeding, hearing, or action, including an
investigation conducted by the employer, or (c) consistent with the
contractor's legal duty to furnish information. 41 CFR
60-1.35(c)
Keywords: First Horizon Bank, Cleveland , Private Banker, Other , Cleveland, Tennessee
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