Quick overview
Job description
Summary:
Responsible for execution of broad-based Private Client banking activities within a specifically defined geographic area.
Essential Duties and Responsibilities:
- Drive sales process and ensure overall success of the Private Client team, executing strategic initiatives in alignment with organizational financial goals.
- Recruit, lead, and coach private banking teams, fostering a culture of professional growth and client-centric excellence.
- Build and strengthen relationships with key clients, community leaders, and stakeholders to expand market share and promote First Horizon Bank within the community.
- Oversee Private Client team’s credit, financial, and compliance performance, effectively managing risk and ensuring adherence to policies, procedures, and regulatory guidelines.
- Meet the market’s defined Community Reinvestment Act (CRA) objectives.
- Collaborate with the Regional President and Line of Business leaders to support the development and implementation of strategies.
- Manage the Private Client team’s budget (including First Horizon Foundation allocations), ensuring effective management of expenses to meet financial targets.
- Represent First Horizon Bank at local community events and professional forums to enhance the bank’s brand and visibility.
- Effectively communicate strategic goals, performance expectations, and organizational updates to associates.
- Serve as primary point of contact for business continuity efforts.
- Assess client needs and associate feedback to continuously improve service offerings and identify growth opportunities.
- Perform other duties as assigned.
Supervisory Responsibilities:
Directly responsible for directing, coordinating, and evaluating designated teams or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, training, and coaching employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems.
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’s degree from a 4-year college preferred and 10+ years of related experience or an equivalent combination of education, experience, and training.
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