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Senior Business Banking Relationship Manager - Deer Park Texas
Company: First Horizon Bank Location: Deer Park, Texas
Posted On: 04/25/2024
Location: On site, Houston, TX Summary The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides a full range of banking services to small businesses and manages the more complex accounts. Key Responsibilities Include - 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.
- As needed, interview applicants, completes required documentation and recommends loanproducts to customers.
- Determines best loan structure for customer and submits package for underwriting andapproval.
- 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 meettheir 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 businessclients; determines Strategy and focus for the small business department and region.
- Acts as a financial advisor by educating the customer about financial strategies (e.g. Financialplanning, investments, insurance, credit, market trends) based on customer profile and financialplan, and matching customer needs with appropriate products and services.
- Monitors customer information/products, financial plan and market trends to identify newcustomer needs and opportunities to deliver further customer value.
- Performs all other duties as assigned
Qualifications Include |
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