Senior Community Banker

First-Horizon-Bank; Lake Charles (LA); On-site; USD 85,000 - 125,000; Full time

Job summary

First-Horizon-Bank on-site in Louisiana seeks an experienced banker to manage and grow a high-value client portfolio. You will develop new relationships, uncover client needs, and structure solutions with a strong focus on cross-selling trust and investment services.

You will educate clients on financial strategies, monitor market trends, and maintain a portfolio of high-potential clients. A Bachelor’s degree and relevant experience are required.

Qualifications

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

Responsibilities

• Develops new relationships through targeted prospecting and closes deals with high close rate.
• Cross-sells retail and trust services including credit cards and investment products.
• Educates customers on financial strategies and matches needs with products.
• Monitors customer information and market trends to identify new opportunities.
• Builds and maintains a portfolio of high value and high potential clients.
• Performs other duties as assigned.

Skills

Relationship development

Cross-selling

Financial advisory

Client management

Communication

Education

Bachelor's degree

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

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 and 6-8 years of experience or equivalent combination of education and experience