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Senior Community Banker

First Horizon Bank

Lake Charles, LAFull-timeSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
Lake Charles, LA
Schedule
Full-time
Work Authorization
Not specified

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Job overview

The Senior Community Banker provides full-service banking to high‑net‑worth individuals, managing basic to moderately complex accounts while developing new client relationships, cross‑selling retail and trust services, and acting as a financial advisor to match customer needs with appropriate products.

Skills & qualifications

RequiredNice to have

Skills

Relationship DevelopmentCross‑SellingFinancial AdvisoryPortfolio Management

Qualifications

Bachelor's Degree6+ Years Experience

Full job description

Location: On site at location listed in job posting

Summary

Provides full-service banking to high-net-worth individuals. Manages the basic to moderately complex accounts.

Essential Duties and Responsibilities

  • Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.

  • 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 the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.

  • Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.

  • Builds and maintains a portfolio mix of targeted high value and high potential clients.

  • 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:

  1. Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience

Job Identification: 1035

Job Category: Banking

Job Schedule: Full time

Degree Level: Bachelor's Degree

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