Senior Business Banking Relationship Manager

First Horizon Bank; Lafayette (LA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical with wellness incentives, and/

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Job summary

First Horizon Bank in Lafayette, LA is seeking a Senior Business Banking Relationship Manager to lead the development and management of a portfolio of small to mid-sized businesses.

You will originate loans, provide financial advice, collaborate with other teams, and drive cross-sell opportunities while maintaining strong client relationships and achieving growth.

Qualifications

• Bachelor's degree required; 5–8 years of relevant experience.
• Knowledge of cash flow and commercial credit underwriting.
• Strong communication and relationship-building skills.
• Ability to collaborate across departments.
• Proficient in Microsoft Office.

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.
• Interview applicants, completes documentation and recommends loan products.
• Determines best loan structure for customer and submits for underwriting and approval.
• Verifies loan documents are complete and accurate according to approval.
• Coordinates and attends loan closings.
• Identifies opportunities to offer more bank products to customers.
• Develops new small business relationships by targeting potential clients.
• Develops sales plans and strategies.
• Works with other departments to fulfill cross-sell opportunities.
• Finalizes and helps structure and close deals with high close rate.
• Builds portfolio of high-value, high-potential small business clients and sets strategy.
• Acts as a financial advisor aligning customer needs with products and services.
• Monitors customer information and market trends to identify new opportunities.
• Performs other duties as assigned.

Skills

Relationship management

Communication skills

Presentation skills

Financial analysis

Cross-functional collaboration

Education

Bachelor's degree

Tools

Microsoft Office Suite

Commercial credit training

Job description

Job Description

Location: On site at the location listed in the job posting.

Summary

The Senior Business Banking Relationship Manager is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to mid-sized businesses. Provides a full range of banking services to small businesses and manages the more complex accounts.

Key Responsibilities Include

• 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

Qualifications Include

• Bachelor (4-year college) degree and 5-8 years of experience or equivalent combination of education and experience
• Knowledge of cash flow and business credit underwriting with commercial credit training preferred.
• Ability to work effectively with individuals and groups across the company to manage customer relationships.
• Excellent presentation, verbal and written communication skills.
• Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
• Microsoft Office suite

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 www.FirstHorizon.com .

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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.