Senior Community Banker

First HorizonLake Charles, LA
16dOnsite

About The Position

Provides full-service banking to high-net-worth individuals. Manages the basic to moderately complex accounts.

Requirements

  • Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience

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.
  • Performs all other duties as assigned

Benefits

  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match
  • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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