ESSENTIAL DUTIES AND RESPONSIBILITIES Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and client-focused solutions. Serve as a trusted financial advisor by thoroughly understanding each client's financial situation, goals, and needs. Recommend and deliver customized solutions, including credit, deposits, and other products, partnering with internal specialists. Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions. Collaborate with cross-functional partners - including Credit, Treasury Management, Wealth and specialty banking team partners - to deliver an integrated client experience. Work closely with relationship team on loan structure, pricing, underwriting & closing documentation, and ongoing portfolio management needs. Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals. Maintain a strong presence in the community to generate referrals and build new client relationships and help make our local communities stronger. Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients. Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure. Ensure compliance with regulatory requirements, credit policies and other internal policies, completing required training on time. Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values. Perform all other duties as assigned. SUPERVISORY RESPONSIBILITIES 1. No supervisory responsibilities QUALIFICATIONS To 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: 1. Bachelor (4-year college) degree, 10+ years of experience or equivalent combination of education and experience COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at . Benefit Highlights • 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 Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
Not specified in the original listing.
Not specified in the original listing.
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities, and associates unlock their full potential. Read More