Business Banking Relationship Manager
Location: Fort Myers
Posted on: June 23, 2025
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Job Description:
The Business Banking Relationship Manager is a mid-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 loan products to customers. Determines
best loan structure for customer and submits package for
underwriting and approval. 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 meet their 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 business clients; 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. 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. Performs all other duties as assigned Qualifications Include
Bachelor (4-year college) degree and 5-8 years of experience or
equivalent combination of education and experience Knowledge of
cash flow and business credit underwriting with commercial credit
training preferred. Ability to work effectively with individuals
and groups across the company to manage customer relationships.
Excellent presentation, verbal and written communication skills.
Demonstrated business acumen with knowledge of diverse types of
businesses, industries, markets, financial and economic concepts.
Microsoft Office suite About Us First Horizon Corp. (NYSE: FHN),
with $82.6 billion in assets as of September 30, 2024, 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 nations 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
Corporate Access Commitment: At First Horizon, we focus on what
matters most to our associates, clients and the communities we
serve. As we continue to evolve, we remain committed to an open and
supportive workplace and providing opportunity and access to
capital and counsel for all. Equal Opportunity Employer/Protected
Veterans/Individuals with Disabilities The contractor will not
discharge or in any other manner discriminate against employees or
applicants because they have inquired about, discussed, or
disclosed their own pay or the pay of another employee or
applicant. However, employees who have access to the compensation
information of other employees or applicants as a part of their
essential job functions cannot disclose the pay of other employees
or applicants to individuals who do not otherwise have access to
compensation information, unless the disclosure is (a) in response
to a formal complaint or charge, (b) in furtherance of an
investigation, proceeding, hearing, or action, including an
investigation conducted by the employer, or (c) consistent with the
contractor’s legal duty to furnish information.
Keywords: , North Fort Myers , Business Banking Relationship Manager, Accounting, Auditing , Fort Myers, Florida