Capital Bank Private Client Relationship Manager in Coral Gables, FL at First Tennessee Bank

Date Posted: 8/11/2019

Job Snapshot

Job Description

This opportunity is within our Commercial Banking Group.

The Private Client Relationship Manager provides full-service banking to high-net worth individuals and manages the moderately complex to complex accounts.

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 Requirements Bachelor's Degree or the equivalent in experience; Master's Degree preferred
2 years of experience in a similar role; 2-4 years is preferred.

Accurate typing, spelling and grammar skills.
Proficient with applicable computer software.
Good written and oral communication skills.
Good organizational and customer service skills.
Excellent consultative sales and cross-selling skills.
Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that the individual will operate honestly, fairly and efficiently.

Please note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

  • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, gender stereo typing, and age. First Tennessee is an EO employer – M/F/Vets/Disabled.
  • Please view Equal Employment Opportunity Posters provided by OFCCP