Senior Wealth Relationship 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

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.