Business Banking Relationship Manager II
First Horizon Bank
Location: Located at listed posting.
Summary
Develop new customer prospects and business with business banking clients, with the potential to manage and maintain a portfolio of business banking clients (revenue size: $5MM – $30MM). Offer a wide variety of business loans, deposits, other banking products, and services to build long-term and profitable customer relationships. Ensure credit quality and risks are identified in client portfolio as well as maintaining profitable growth.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and client-focused solutions.
- Serve as a trusted financial advisor by thoroughly understanding each client’s financial situation, goals, and needs.
- Recommend and deliver customized solutions, including credit, deposits, and other products, partnering with internal specialists.
- Lead client conversations with credit knowledge and structure credit and banking solutions.
- Collaborate with cross-functional partners - including Credit, Treasury Management, and specialty banking team partners - to deliver an integrated client experience.
- Work closely with relationship team on loan structure, pricing, underwriting & closing documentation, and ongoing portfolio management needs.
- Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals.
- Maintain a strong presence in the community to generate referrals and build new client relationships and help make our local communities stronger.
- Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients.
- Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure.
- Ensure compliance with regulatory requirements, credit policies and other internal policies, completing required training on time.
- Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values.
Perform all other duties as assigned.
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