Business Banking Relationship Manager II

Job Description

Location: Located at listed posting. \n

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

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• Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and client-focused solutions.
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• Serve as a trusted financial advisor by thoroughly understanding each client’s financial situation, goals, and needs.
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• Recommend and deliver customized solutions, including credit, deposits, and other products, partnering with internal specialists.
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• Lead client conversations with credit knowledge and structure credit and banking solutions.
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• Collaborate with cross-functional partners - including Credit, Treasury Management, and specialty banking team partners - to deliver an integrated client experience.
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• Work closely with relationship team on loan structure, pricing, underwriting & closing documentation, and ongoing portfolio management needs.
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• Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals.
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• Maintain a strong presence in the community to generate referrals and build new client relationships and help make our local communities stronger.
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• Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients.
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• Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure.
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• Ensure compliance with regulatory requirements, credit policies and other internal policies, completing required training on time.
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• Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values.
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  Perform all other duties as assigned.

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