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First Horizon Bank · 1 day ago

Senior Business Banking Relationship Manager

Orlando, FL

Full-time

Onsite

Senior Level

5+ years exp

First Horizon Bank is a leading regional financial services company dedicated to helping clients, communities, and associates unlock their full potential. The Senior Business Banking Relationship Manager is responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses, providing a full range of banking services and managing complex accounts.

BankingFinanceFinancial ServicesRisk Management

Responsibilities

Makes retention and business development calls on existing and potential new customers

Develops new customer prospects and business for the Bank

Maintains prospect lists and business pipeline

As needed, interview applicants, completes required documentation and recommends loan products to customers

Determines best loan structure for customer and submits package for underwriting and approval

Verifies loan documents are complete and accurate according to approval

Coordinates and attends loan closings

Recognizes opportunities to offer customer(s) additional bank products and services to meet their needs

Develops new small business relationships through calling on targeted potential clients

Develops sales plans and strategies

Works closely with other departments and fulfills cross-sell opportunities

Finalizes and helps structure and close deals with high close rate

Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region

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

Performs all other duties as assigned

Qualification

Business credit underwritingCustomer relationship managementFinancial advisingMicrosoft Office suiteBusiness acumenPresentation skillsVerbal communicationWritten communication