Senior Community Banker

First Horizon Bank; Lake Charles (LA); On-site; USD 70,000 - 100,000; Full time

Job summary

First Horizon Bank in Lake Charles, LA is seeking a high-caliber professional to manage a portfolio of high-net-worth clients. The role emphasizes full-service banking, relationship development, and tailored financial guidance.

The candidate will develop new relationships, cross-sell banking services, educate clients on financial strategies, and maintain a portfolio of high-value accounts, while handling a broad range of duties as assigned.

Qualifications

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

Responsibilities

• Develops new relationships by calling on targeted potential clients, uncovers needs, recommends solutions, develops sales plans and strategies, and helps close deals.
• 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 customers about financial strategies and matching needs with products and services.
• Monitors customer information, financial plans and market trends to identify new needs and opportunities to deliver value.
• Builds and maintains a portfolio mix of targeted high value and high potential clients.
• Performs all other duties as assigned.

Skills

Relationship building

Cross-selling

Financial advisory

Customer needs analysis

Portfolio management

Education

Bachelor's degree

Job description

Job Description

Location: On site at location listed in job posting

Summary

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

• 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

Job Description

Location: On site at location listed in job posting

Summary

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

Essential Duties And 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

Qualifications

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