Senior SMB Banking & Relationship Advisor

First Horizon Corp.; Tampa (FL); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Job summary

First Horizon Corp. in Tampa, FL is seeking a Business Banking Relationship Manager to provide comprehensive banking services to mid-market businesses with annual sales between $5M and $25M. You will focus on client experience, risk management, and cross-sell opportunities to grow the small business portfolio.

The role involves advising clients on financial strategies, coordinating loan processes, and building a strong regional client base through proactive relationship management.

Qualifications

• Bachelor 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.
• Excellent presentation, verbal and written communication skills.

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 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 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.

Skills

Client relationship management

Sales

Communication

Financial acumen

Education

Bachelor's degree

Tools

Microsoft Office

Job description

First Horizon Corp. in Tampa, FL is seeking a Business Banking Relationship Manager to provide comprehensive banking services to mid-market businesses with annual sales between $5M and $25M. You will focus on client experience, risk management, and cross-sell opportunities to grow the small business portfolio.

The role involves advising clients on financial strategies, coordinating loan processes, and building a strong regional client base through proactive relationship management.