Current jobs related to Private Banking Relationship Manager - Plano - First Horizon

  • Commercial Banking Relationship Manager

    2 weeks ago

    Plano, Texas, United States BOK Financial Full time

    Job SummaryWe are seeking a highly skilled Commercial Banking Relationship Manager to join our team at BOK Financial. As a key member of our commercial lending team, you will be responsible for developing and maintaining relationships with our clients, identifying new business opportunities, and providing exceptional customer service.Key...

  • Business Banking Relationship Manager

    1 week ago

    Plano, Texas, United States Capital One Full time

    Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team at Capital One. As a key member of our business banking team, you will be responsible for building and maintaining strong relationships with our small business clients, providing them with tailored financial solutions to meet their unique needs.Key...

  • Commercial Banking Relationship Manager

    3 weeks ago

    Plano, Texas, United States BOK Financial Full time

    Job SummaryThe Commercial Relationship Manager IV is a key role within BOK Financial Corporation, responsible for developing and maintaining complex business relationships with clients. This position requires a deep understanding of commercial lending, credit underwriting, and treasury services.Key ResponsibilitiesBusiness Development: Identify new business...

  • Commercial Banking Relationship Manager

    1 week ago

    Plano, Texas, United States BOK Financial Full time

    Job SummaryWe are seeking a highly skilled Commercial Relationship Manager IV to join our team at BOK Financial Corporation. As a key member of our commercial lending team, you will be responsible for developing and maintaining relationships with our most complex and profitable clients.Key ResponsibilitiesDevelop and execute business strategies to drive...

  • Senior Loan Account Relationship Manager

    3 weeks ago

    Plano, Texas, United States Cathay Bank Full time

    About the RoleCathay Bank is seeking a highly skilled Portfolio Manager to join our team. As a key member of our commercial lending department, you will be responsible for maintaining and monitoring our existing commercial loan portfolio, while also identifying and pursuing new business opportunities.Key ResponsibilitiesPortfolio Management: Monitor and...

  • Business Relationship Manager II

    4 weeks ago

    Plano, Texas, United States Capital One Financial Corp Full time

    Position Overview:As a pivotal member of our team, you will be accountable for managing client relationships, ensuring retention, and enhancing the value of your designated portfolio. Your role will also involve the acquisition of new clients through various channels including assigned leads and strategic sales initiatives.Key Responsibilities:- Develop and...

  • Bank Teller

    2 days ago

    Plano, Texas, United States PROSPERITY BANK Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Bank Teller to join our team at Prosperity Bank. As a Bank Teller, you will be responsible for providing exceptional customer service, processing transactions, and promoting bank products and services.Key ResponsibilitiesProcess deposits, withdrawals, and loan payments in a timely and accurate...

  • Relationship Banker II

    3 weeks ago

    Plano, Texas, United States Cadence Bank Full time

    Position Overview:As a Relationship Banker II at Cadence Bank, you will play a pivotal role in delivering exceptional customer service. Your primary responsibility will be to manage routine banking transactions while fostering strong relationships with clients.Key Responsibilities:1. Engage with customers to understand their financial needs and provide...

  • Lead Client Relationship Manager

    3 weeks ago

    Plano, Texas, United States The Bank of America Corporation Full time

    Bank of America is committed to promoting financial well-being by creating connections that empower individuals to achieve better financial outcomes. Our focus on Responsible Growth influences our operational strategies and enhances value for our clients, employees, communities, and stakeholders. We are currently looking for a dedicated professional to join...

  • Financial Relationship Manager

    4 weeks ago

    Plano, Texas, United States NR Consulting Full time

    Position Title: Investment Counselor Work Location: Remote Full Time with Benefits Job Overview: Introduction: Join NR Consulting as an Investment Counselor, where you will manage a designated portfolio of affluent clients. Our firm has been dedicated to providing exceptional service to private clients through a structured approach that emphasizes the...

  • Commercial Banker, Startup Banking, Middle Market Banking, Vice President

    4 months ago

    Plano, United States JPMorgan Chase & Co. Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.  As a Commercial Banker, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) specializing in Innovation Economy, Startup...

  • Retail Banking Specialist II

    4 weeks ago

    Plano, Texas, United States Cadence Bank Full time

    Position Overview:As a Client Relationship Banker II, you will play a crucial role in delivering exceptional service by managing everyday banking operations while fostering strong customer connections.Key Responsibilities:1. Process routine banking transactions efficiently.2. Cultivate and maintain deep relationships with clients to understand their...

  • Business Banking Specialist

    2 days ago

    Plano, Texas, United States Capital One Full time

    Job SummaryWe are seeking a highly skilled Business Banking Specialist to join our team at Capital One. As a Business Banking Specialist, you will be responsible for building and maintaining relationships with small business owners, providing them with tailored financial solutions to meet their unique needs.Key ResponsibilitiesDevelop and execute sales...

  • Commercial Banking Specialist

    3 weeks ago

    Plano, Texas, United States Capital One Full time

    Job SummaryWe are seeking a highly skilled Business Development Manager to join our team at Capital One. As a Business Development Manager, you will be responsible for building and maintaining relationships with our business clients, identifying new business opportunities, and developing strategies to drive growth and revenue.Key ResponsibilitiesRelationship...

  • Commercial Relationship Manager III

    3 months ago

    Plano, United States UMB Financial Corporation Full time

    As the leading line of business, UMB’s bottom line is directly impacted by the growth of our commercial portfolio.The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and Commercial Card professionals, and Capital Markets partners. This team managesCommercial and Industrialrelationship throughout its life –...

  • Relationship Banker I

    2 weeks ago

    Plano, Texas, United States First United Bank Full time

    About the RoleWe are seeking a highly skilled and customer-focused Relationship Banker I to join our team at First United Bank. As a key member of our team, you will be responsible for providing exceptional customer service, sales, and relationship management to our valued customers.Key ResponsibilitiesCustomer Service: Serve as the single point of contact...

  • Client Service Associate-Private Wealth

    4 weeks ago

    Plano, United States CX Institutional LLC Full time

    Job DescriptionJob DescriptionPurpose:Client Service Associates (CSA) support the Wealth Advisor by building relationships with each client to deliver a Raving Fan experience. CSA’s will manage and maintain accurate client accounts at the custodian, process fund transactions, and support clients with online systems. They will handle client inquiries,...

  • Client Service Associate-Private Wealth

    4 weeks ago

    Plano, United States Credent Wealth Management Full time

    Purpose: Client Service Associates (CSA) support the Wealth Advisor by building relationships with each client to deliver a Raving Fan experience. CSA’s will manage and maintain accurate client accounts at the custodian, process fund transactions, and support clients with online systems. They will handle client inquiries, prepare and review documentation,...

  • Business Banking Specialist II

    4 weeks ago

    Plano, Texas, United States Capital One Financial Corp Full time

    Location: United States of AmericaPosition Overview:The Virtual Business Banker II (VBB II) plays a crucial role in the daily operations and execution of inbound and outbound phone-based sales and retention efforts within a virtual environment. This position is focused on proactively managing and enhancing an existing portfolio of complex and high-net-worth...

  • Relationship Manager Associate

    1 week ago

    Plano, Texas, United States Capital One Full time

    Job SummaryWe are seeking a skilled Relationship Manager to join our team at Capital One. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with dealers and sales managers, while providing exceptional customer service to our internal Auto Finance business.Key Responsibilities:Cultivate positive relationships...

Private Banking Relationship Manager

4 months ago

Plano, United States First Horizon Full time
Location: On site, Plano, TX

Summary

Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cultivating current relationships, identifying and marketing to prospects, analyzing financial data and needs, and cross-selling products and services.

Key Responsibilities Include

  • Maintains a client portfolio for the bank (
  • Expand existing client relationshipswhich generate incremental revenue for the bank
  • Develop new client relationships which generate acceptable returns for the bank
  • Work with the Management and Underwritersto analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations
  • Work with Management to make recommendations on loan pricing which are competitive with the marketplace and achieves an acceptable return for the bank
  • Work with Management to structure loans (term, covenants, collateral, guarantees, etc.) which appropriatelyprotect the bank
  • Work with Management to recognize client needs and matching the bank's capabilities to meet these needs
  • Work with Management on loan structure, pricing, and other product/services for clients
  • Maintain a thorough knowledge of bank'slending policies and regulatory requirements with a particular knowledge of Consumer regulations
  • An ability to work with multiple channels to solve the client need: consumer, business banking and commercial.
  • Maintain proper house-holding of relationships
  • Utilize the appropriate underwriting channel for the client.
  • Continually upload financial information and client detail into central repository throughout the underwriting process.
  • Gather financials for new and renewal opportunities with clients.
  • Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process.
  • Work directly with the underwriter to ensure accurate reflection of financials
  • Work directly with the underwriter to ensure accurate preparation of Loss Given Default, Probability of Default, and Risk Adjusted Return on Capital models at time of new/renew requests.
  • Coordinate deal team meetings between Relationship Managers, Market Presidents, Senior Credit Officer and Underwriter.
  • Works with other Team Members to appropriately ensure accuracy of underwriting package.
  • Create/Prepare term sheets, with Management supervision.
  • Finalize term sheets to meet client and bank needs
  • Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team.
  • Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer.
  • Create/Prepare Commitment Letter with Management supervision
  • Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed.
  • Responsible for reviewing closing documents
  • Responsible for communication with client
  • Identifies portfolio weaknesses and trends and alerts management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions
  • Ensure receipt of all financial and covenant requirements of client relationships, managing exceptions as dictated by policy.
  • Annual Review of client relationships as dictated by policy.
  • Annual Risk Rating of client relationships as dictated by policy. This role is responsible for completing of Probability of default and Loss Given Default models for on-going annual portfolio management.
  • Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy.
Qualifications Include
  • Bachelor degree at least 6 years of experience or equivalent combination of education and experience
  • Experience with Microsoft Office


About UsFirst Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

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
•MoreFirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.

Follow UsFacebook
X formerly Twitter
LinkedIn
Instagram
YouTube

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. 41 CFR 60-1.35(c)