Senior Private Client Relationship Manager

Location: On at the location listed in the job posting. SUMMARY Manages a private banking portfolio of high-net worth clients providing sophisticated solutions tailored to their individual needs. Provides holistic advice to help guide and protect these families to help preserve their legacy. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Focused on achieving full balance sheet goals to include loans, deposits, and assets under management by anchoring around financial planning for every client.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Builds and maintains a product portfolio mix of targeted high value clients; retains current clients and ensures client satisfaction while growing portfolio by leveraging best in class products and solutions
• Develops new relationships
• Calling on targeted potential clients to uncover prospect needs for products and services.
• Makes client focused recommendations and positions appropriate solutions.
• Develops sales plans and strategies to ensure achievement of deposit, loan, planning, and fee goals.
• Finalizes, helps structure and close deals with a high rate of successful closure.
• Educating the customer about financial strategies, products and services that will meet or exceed their needs (e.g. financial planning, investments, insurance, credit, market trends).
• Monitors customer information, product selections, financial plans and market trends to identify new customer needs and opportunities to retain and grow portfolio.
• Identifies opportunities to introduce cross-sells retail and trust services such as credit cards, personal trusts, investment, financial, and planning services.
• Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
• 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:

• Bachelor degree and 5+ years of experience or equivalent combination of education and experience
• Series 7, 66 and Insurance licenses required
• Credit training preferred

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.

Benefit Highlights

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.