BankUnited jobs

SUMMARY: The CRA Data Analyst will assist in the execution of the Bank's Compliance Program, with an emphasis on Community Reinvestment Act (CRA) data collection, analysis, and reporting. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. * Extracts CRA-related data from multiple bank data sources, including lending, deposit, and investment systems. Uses specialized software (RiskExec and Kadince) to organize and manage large datasets. * Maintains CRA-related data in an automated compliance database system and uses the system to produce multi-dimensional (time series and geographical) tables and graphs in support of CRA performance and CRA public file data. * Creates and maintains clear and effective reports, spreadsheets, dashboards, and data visualizations for internal committees, senior management, and regulators using Excel, Tableau, Power BI, and/or PowerPoint. * Assists with compilation of CRA-related data requests in support of external regulatory exams, internal audits and requests from supporting business partners. * Performs ongoing analysis of CRA activity against targeted goals and identifies potential performance gaps. Provides recommendations for areas of improvement related to lending and investments within low- and moderate-income communities. * Assists the CRA Officer with the development of the annual CRA Plan by analyzing CRA performance to generate appropriate goals. In addition, performs necessary updates to reporting spreadsheets to capture new assigned goals and/or assessment areas affecting the exam scope period. * Performs annual peer bank data assessment for CRA reporting. Identifies best practices and industry trends. * Works with the Bank's CRA Officer, Fair Lending Officer, and applicable project management teams in support of project work to implement new and/or revised federal regulations. * Creates and maintains data governance documentation for all reporting produced, including but not limited to, documented procedures/workflows. * Ensures the integrity of all reports by performing any necessary reconciliation of data. * Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). * Adheres to Bank policies and procedures and completes required training. * Identifies and reports suspicious activity. EDUCATION College degree, preferably in management information systems (MIS) or related field of study required EXPERIENCE * 1-2 years in an analytics role with a financial institution or regulator * 1-2 years of regulatory compliance experience; preferably in CRA KNOWLEDGE, SKILLS AND ABILITIES * Strong quantitative and technical skills. * Advanced Microsoft Excel and PowerPoint skills required. * Familiarity with database management systems and reporting tools (Power BI, OBIEE, RiskExec, Kadince or similar) preferred. ADDITIONAL INFORMATION * Candidates residing in locations within BankUnited's footprint may be given preference.

As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. + Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients. + Self-acquires new business by being active and well connected in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. + Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. + Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. + Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. + Thrives in a team-based approach to deliver the full suite of First Horizon's solutions. + Team and peer group role model for other Private Client Relationship Managers. + Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values. + Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. + Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. + Using sound judgment on expense and operational efficiency **QUALIFICATIONS** + Bachelor's Degree Required. + FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed. + 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. + Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace. + Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. + Advanced and proven working knowledge of deposit, credit and investment products. + Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful. + Ability to thrive and be an active participate on a team. + Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. + 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. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. **About Us** First Horizon Corporation 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 nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **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 **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

The Customer Service Senior Analyst is an intermediate management-level position responsible for providing full leadership and direction of a team to provide client resolution and support in coordination with the Customer Service team. The overall objective of this role is to ensure the seamless delivery of customer service support to external clients. Responsibilities: Develop end-to-end service and process improvement plan to support improved quality service for High Intensity clients. Deliver global consistency in appearance as well as processing; ensure internal hands-off are invisible to customers. Identify potential enablers/barriers to success Drive team to deliver against improved customer satisfaction scores, key performance and productivity indicators/metrics Oversee the resolution of client inquires, complaints, and issues related to our online banking platforms, ensuring timely and effective outcomes. Interface internal counterparts and business partners to ensure transfer of best service practices. Be both and advocate and responsible for the customer's voice inside of Citi. Oversee the roadmap for a successful relationship with a client by understanding the clients service needs and gaps in delivery Manage and monitor client satisfaction levels through Scorecards, Standard reviews, client at risk calls, and service call monitoring. Perform periodic client service reviews and needs analysis with other TTS business partners. Client support will include coordinating and organizing education and training where needed by internal and external clients. Partner with product and sales and appropriate management both regionally and global on service levels, issues and improvements that will support building strong client relationships. This will include focus on increasing client use of technology for self-servicing where it is available. In addition, the Service Manager may support and contribute to new business proposal as needed. Establish, provide input, and track operational metrics and service Delivery requirements to achieve business goals. Participate in communication sessions with local, regional and global constituents to drive Client satisfaction. Taking regional ownership of client servicing issues and facilitating their resolution; engaging Citi business partners, leading the Client Experience team in focusing on issues and identifying opportunities to further differentiate Citi as an industry-leading service provider. Maintaining a detailed understanding of the client's profile, managing adherence to agreed service levels and leading regular service reviews to ensure client satisfaction. Establishing, providing input, and tracking operational metrics and service level requirements to achieve business goals Managing our internal Client at Risk process and supporting escalation resolution Qualifications: 5-8 years of relevant experience Intermediate to senior level experience in a related role Proficient project management skills Influencing and relationship management skills Ability to work under pressure, manage multiple tasks, prioritize and manage time effectively Deep Knowledge of TTS products Familiarity with banking systems (e.g. SWIFT) Knowledge of payment methods (e.g. ACH and wire transfer) Strategic Planning Very good knowledge of risk, compliance, corporate policies, and procedures Strong at process improvement skills; Proficient in workflow analysis, process and systems or analytical thinking. Excellent written and oral communication skills and effective in working cross functionally Fluency in English (written and verbal); Spanish and/or Portuguese is a plus Education: Bachelor's degree/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Customer Service ------------------------------------------------------ Job Family: Institutional Customer Service ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Tampa Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $70,720.00 - $106,080.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 01, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

SUMMARY: The Client Advocate I is responsible for servicing incoming inquiries for Treasury Solutions' clients. The Client Advocate I position takes incoming calls, responds to emails, chats, and other channels of communication to resolve issues or reply to inquiries for Treasury Solutions' clients. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. * Represents Treasury Solutions appropriately including being prompt and accurate with all responses and following up when necessary with the correct responses. * Furnishes prompt, efficient, and accurate service while servicing customer inquiries. * Takes full ownership of any unresolved problems, until a proper handoff or resolution occurs. * Escalates to Level II and Level III as appropriate, communicating within the Treasury Solutions' Division. * Ensures that Treasury Solutions' clients receive an exceptional level of service creating the ultimate client experience. * Works, when necessary, with other divisions within BankUnited for any calls misdirected to the Treasury Solutions' support line. * Assists with clerical and other department tasks as needed. * Reviews customer emails, chats, and other form of client communication, while writing timely and professional responses to their questions or routes them to the appropriate division as needed. * Display empathy with the clients by actively listening to their concerns, reflecting back their emotions, and summarizing their main points. * Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). * Adheres to Bank policies and procedures and completes required training. * Identifies and reports suspicious activity. EDUCATION HS Diploma required, Bachelor's Degree preferred. EXPERIENCE * < 1 year of Call Center experience including at least 2 years of Commercial products experience preferred. * < 1 Year Treasury Solutions/Treasury Management/Cash Management products experience preferred. KNOWLEDGE, SKILLS AND ABILITIES * Knowledge of Treasury Management/Solutions' core products is a requirement. * Bilingual candidates preferred but not required. ADDITIONAL INFORMATION * Candidates residing in locations within BankUnited's footprint may be given preference. Candidates residing in locations within BankUnited's footprint may be given preference.

Citi Community Capital (CCC) is the premier affordable housing lender in the United States, consistently ranked #1 for the past 15 years. We are dedicated to providing financing for the development and preservation of affordable housing and community revitalization projects nationwide. Our innovative financial solutions empower communities, create opportunities, and foster sustainable growth. Join a team committed to making a tangible difference in people's lives and strengthening neighborhoods across the country. The Transaction Management team is responsible for supporting multiple aspects of the lending lifecycle. This includes, but is not limited to, loan closing and servicing coordination, facilitating complex client onboarding, data management, and quality control. The team is accountable for operational oversight of the closing and servicing of all conversion loan transactions across various business divisions to ensure all internal and external requirements are met. **Job Summary** Citi is seeking a highly motivated and experienced professional to join our dynamic team, focusing on complex loan closing activities within affordable housing while contributing to broader transaction management functions across the lending lifecycle. The role involves managing all aspects of the loan closing process for complex transactions, ensuring timely, accurate, and compliant execution. This position requires a meticulous professional with a deep understanding of real estate finance, affordable housing development, the intricacies of tax credit structures, and broader loan operational processes. The individual will play a crucial role in enhancing performance, efficiency, and ensuring compliance throughout the loan lifecycle. **Key Responsibilities** + **Loan Closing (Affordable Housing Focus):** + Manage a pipeline of affordable housing loan closings from commitment through funding, including construction loans, permanent loans, and bond financings. + Coordinate extensively with internal stakeholders (underwriting, legal, portfolio management, credit risk, operations) and external parties (counsel, developers, syndicators, investors, government agencies). + Review and analyze complex legal documentation, including loan agreements, partnership agreements, deeds of trust, regulatory agreements, and intercreditor agreements, to ensure all conditions precedent to closing are met. + Exhibit a strong understanding of Low-Income Housing Tax Credits (LIHTC) and other tax credit programs, ensuring compliance requirements are meticulously integrated into the closing process. + Oversee the satisfaction of all pre-closing conditions, track critical deadlines, and manage the collection and review of all required documentation. + Facilitate the ordering and review of third-party reports, title insurance, and surveys. + Prepare and/or review closing statements, disbursement schedules, and wire instructions. + Proactively identify and resolve potential closing issues, collaborating with all parties to ensure smooth and efficient transaction completion. + **Broader Transaction Management & Lifecycle Support:** + Contribute to the build and development of processes to support loan origination and lifecycle management for a variety of loan types, including corporate, commercial, real estate, structured, syndicated, and bilateral loans, as well as trade finance. + Assist with the creation and continuous improvement of processes, standards, procedures, controls, and training for transaction management. + Aid in the design, implementation, testing, and rollout of technology solutions related to loan lifecycle management. + Provide training and support to transaction management staff and business constituents. + Ensure that data quality, controls, and processes meet internal policies and regulatory requirements and expectations. + Work with lines of business, transaction management, and loan operations to define and implement operational metrics and risk and control reviews to ensure end-to-end transparency. + Participate in projects aimed at enhancing performance and efficiency, including loan remediation and loan system testing/migrations. + Actively manage and maintain a deal closing pipeline of loan transactions and lifecycle events. + Capture data, store documentation, troubleshoot issues/roadblocks, and perform quality control for loan transactions. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. + Maintain accurate and organized electronic and physical closing files and documentation. **Qualifications** + **Education:** + Bachelor's/University degree or equivalent experience in Finance, Real Estate, Business Administration, or a related field. + **Experience & Expertise:** + 2-5 years of relevant experience in loan closing or transaction management within financial services, with a strong preference for affordable housing finance. + Demonstrated expertise in affordable housing finance, including a thorough understanding of Low-Income Housing Tax Credits (LIHTC), tax-exempt bonds, and other subsidy programs. + Strong knowledge of real estate legal documentation, title and survey review, and closing mechanics. + Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, and funds flows is a plus. + Experience with Loan IQ, transaction capture tools, or similar loan management software. + Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Tableau or visualization tool familiarity is a plus. + **Skills:** + Proven ability to manage multiple complex transactions simultaneously under tight deadlines and prioritize effectively with minimal management follow-up. + Exceptional organizational skills, keen attention to detail, and developed analytical and problem-solving abilities. + Excellent written and verbal communication, interpersonal, and client relationship skills, with the ability to effectively interact with all levels of internal and external stakeholders. + Ability to work independently and as part of a collaborative team in a fast-paced, continuously changing environment where priorities are frequently shifting. + Critical decision-making capabilities, including the ability to identify, escalate, and propose solutions to problems. + Ability to multi-task through the practice of strong organizational and time management skills, with experience in continuously following-up with various stakeholders. + Understanding and awareness of appropriate corporate and regulatory policies in relation to lending. + Focus on achieving/exceeding key operating standards within a KPI/metrics driven culture. ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Transaction Capture Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $62,620.00 - $87,380.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 03, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

**You are the brains behind our work.** You are ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success cannot come without growth. Our programs will equip you with the knowledge and training you need to become a valuable member of our team, and establish a long-term career at Citi. At Citi, we value internal mobility - career growth is not a question of if, but when. Citi's is looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. Citi Global Wealth is unified wealth platform that serves clients across the wealth continuum. Wealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Global Wealth at Work. We also have leading investment solutions platform, which allows us deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Citi clients. **We provide you with the knowledge and skills you need to succeed.** We're committed to teaching you the ropes. The ten-week Summer Analyst Program starts in June and ends in August. It begins with a robust training program to get you started. After training, you will be matched with a Wealth team for the summer. **Your time as an intern will look something like this.** + Be exposed to different areas within Wealth, including Banking, Investments, Lending, Wealth Planning, Chief Operating Office and Chief Investment Office + Partner with private bankers, investment professionals and other product specialists to deliver tailored and robust client solutions + Directly contribute to analytics and proposals to enhance client experience + Explore all areas of Citi Wealth while building a strong professional network and contributing to business priorities **We want to hear from you if...** + You are passionate about helping some of the world's most influential individuals and their families navigate the complexities of wealth, identifying global opportunities, while helping to manage risk. + You are graduating between December 2026-June 2027 + You are fluent in Spanish and/or Portuguese + You are studying Finance, Economics, Business or a related field + Preferred GPA of 3.4 **Who we think will be a great fit...** We are looking for motivated individuals who are eager to start their careers at a global organization, have an innovative outlook on business, and understand the value of a comprehensive and global enterprise. We value diversity. We will also be looking for the following characteristics: - Strong interpersonal and relationship-building skills - High level of personal integrity, commitment to excellence, and a strong desire to learn - Resiliency to work in a challenging and changing high-volume, fast-paced environment - Sense of urgency and ability to execute quickly and efficiently - Upholds a strong significance to business ethics Annual Base Salary: $100,000 ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Development Program ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Miami Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $40,990.00 - $150,640.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Oct 01, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. **Responsibilities:** + Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed on their behalf. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not articulated or clearly expressed by the client. + Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help clients achieve broad financial/investment goals related to the creation and management of wealth. + Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. + Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. + Establish a referral network and gain introductions to potential clients which generate new sales. + Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience necessary to establish credibility with clients and intermediaries. + Demonstrate strong commitment to team success and place team goals above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences and skill sets of team members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. + Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. + Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. + Ensure strong controls and effective operational and administrative services. + Set an example of behaviour to all staff. + Partner with colleagues across the Citi network to leverage capabilities and share expertise. + Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. + Ensure clients are presented with seamless execution of internal processes and Citigroup services. + Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. + Persevere in delivering what is promised, even when obstacles arise. + Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. + Understand the broad array of products and services under the Citi umbrella. + Apply an in-depth level of knowledge in key investment and financing products. + Develop expertise to identify business opportunities and address the unique needs of specific client segments. + Keep abreast of financial industry developments and current global market conditions. + Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism. + Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Private Banker ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** West Palm Beach Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $200,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Nov 26, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Realty Estate Services (RES) is a division of Enterprise Services and Public Affairs (ESPA) providing real estate support services to all Citigroup businesses. RES is dedicated to provide all Citigroup businesses with premises that are cost-effective, safe, productive and valued by our customers, as a strategic partner in their successes and by our employees. Global Solutions Organization (GSO) provides strategic and tactical management of the Support Function groups to provide support for Global RES activities through: + Management of Operations Policy & Process development, implementation coordination and communication + Management of Global RES Technology platform and Training + Data Compliance & Reporting metrics + Global Resource Strategy support and monitoring + Reporting /Analytics of Management & Admin Budget Key Responsibilities: + Liaison between GSO, RES, and Citi business users + Provide RES Lease and Transactions related process and system expertise to RES, business stakeholders, and its end users. + Develop and maintain business workflows, integrations, and downstream system feeds related to building, lease, and transactions data. + Develop and maintain data quality plans and integrate them into the Data Quality Program. + Develop strategic plans for future system and process enhancements in support of RES strategic lease and transactions initiatives. + Provides cross training for GSO Relationship Managers. + Participate in testing process, including the development of testing scripts that represent both business and technical requirements. + Approve RFC/ SAR content + Partner and collaborate with training team to develop training content and programs for GSO team and end users. + Partner and collaborate with reporting team to deliver accurate reports that align to the business needs/requests + Partner and collaborate with 3rd party vendor and regional data quality managers to support Data Quality initiatives. + Partner and collaborate with production support to resolve technical issues. Knowledge \ Experience: + 6+ years in financial services or corporate environment. + 6+ years in Technical / Operations support function. + Experience working with system end users with the ability to communicate / translate for technical team members. + Experience in information security administration is a plus. + Knowledge of Citi Business and Systems a plus. + Knowledge of Corporate Real Estate a plus. + Knowledge of CoStar Real Estate Systems a plus. Qualifications: + Detailed oriented with strong organizational skills and ability to follow items through entire life cycle to ensure completeness. + Bachelor's degree (or equivalent professional and/or academic training). + Bilingual skills considered as a plus. Skills: + Strong Use of Excel, Word, Access and other Microsoft Tools + Planning and Organization + Oral and Written Communication + Knowledge of relational database concepts, terminology, SQL language + Knowledge of web-based applications, terminology, navigation, screen controls, and functionality Competencies: + Ability to work flexibly in a highly dynamic, demanding and fast-paced environment. + Ability to work independently and unsupervised, but with willing to communicate and collaborate with peers. + Ability to handle short-term deadlines & conflicting priorities. + Excellent organizational, communication, negotiation, interpersonal and influencing skills. + Commitment to accuracy, quality, attention to detail, and adherence to process and compliance guidelines. + Strong organizational & process documentation skills. + Strong and proven technical aptitude. Willingness to take ownership of requests; prioritize and meet deadlines. ------------------------------------------------------ **Job Family Group:** Technology ------------------------------------------------------ **Job Family:** Business Analysis / Client Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Tampa Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $103,920.00 - $155,880.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Nov 10, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for recommending bank products or referring clients to other areas of the Bank. Develop and retain long-term and profitable client relationships to maximize revenue growth. Responsible for maintaining high customer service and procedural standards. Provides fulfillment of retail banking products either through referral-based leads, prospecting lists or self-sourcing. Monitors and maintains control of cash. ESSENTIAL DUTIES AND RESPONSIBILITIES Operational efficiency * Handle a cash drawer; ensuring proper control of cash drawer; follow all audit and security policies and procedures. * Process deposits, withdrawals, transfers and loan payment transactions for customers. * Process miscellaneous transactions (bonds, municipal coupons, money orders, etc.). * Assist in daily balancing and processing of ATM(s), including the processing of all entries. * Assist in the verification of deposits in the night and lobby depository. * Assist with the dual control vault responsibilities. * Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Client experience * Deliver excellent client experiences consistently and promptly resolve client issues effectively. * Ensure an excellent overall client experience by assisting clients with select service needs. * Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Sales and service * Identify cross selling opportunities and refer clients/prospects to the appropriate team. * Promote bank products and services to further enhance client relationships. Compliance and risk management * Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. * Perform all other job-related duties as assigned SUPERVISORY RESPONSIBILITIES * No supervisory responsibilities 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 education and experience required and/or preferred as noted. * High school diploma or GED required and 6 months of cash handling or teller experience strongly preferred or equivalent combination of education and experience. COMPUTER AND OFFICE EQUIPMENT SKILLS * Microsoft Office Suite * In addition, 10-key calculator; coin counter CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) * Not necessary While performing the duties of this Job, the employee is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to walk. The employee is occasionally required to sit and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. 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. DeGarmo Behavioral Assessment Requirement * All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position * The assessment takes approximately 12-15 minutes to complete * Assessment results must be submitted prior to having your application evaluated by Talent Acquisition Hours: * Monday - Friday * 8:00 AM - 5:00 PM About Us First Horizon Corporation 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 nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* 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 Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

SUMMARY: An Audit Associate is responsible for completing tasks assigned by supervisory personnel. As a core member of the audit team, the Audit Associate develops an understanding of basic business processes and builds technical skills in general risk areas. The Audit Associate spends a majority of time conducting interviews, compiling and analyzing data, and documenting findings. Through interaction with audit customers and audit team personnel, the Audit Associate develops professional relationships that contribute to exceptional client service. The successful Audit Associate learns effective time and task management, takes ownership of assignments and accepts responsibility for team results. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Perform operational, financial, compliance, or information technology audits. Review and evaluate the effectiveness of internal controls. Review and evaluate compliance with corporate policies, procedures, and plans. Prepare work papers to adequately document audit work performed and to support conclusions reached. Apply control concepts and assess the exposures resulting from ineffective or missing control practices. Identify, and clearly define, audit issues and root causes, recommend improved internal controls and business processes and ensure that corrective action plans are developed and implemented. Apply analytical skills and knowledge of current auditing developments and standards to formulate appropriate solutions to problems. Assist Senior Auditors in execution of audit assignments and review activities. Support external auditors as assigned. Perform special projects and analyses of company operations as requested by management. Maintain or acquire sufficient knowledge of authoritative and regulatory pronouncements on accounting, auditing, banking regulations, or other fields as required to complete audit assignments. Performs all other job related functions as assigned. Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. EDUCATION Bachelor's Degree in Accounting, Business Administration, IS/IT, or related field required EXPERIENCE 1-3 Years of related experience required CERTIFICATES, LICENSES, REGISTRATIONS In process of obtaining CIA, CPA, or CISA or other relevant certification required KNOWLEDGE, SKILLS AND ABILITIES Working knowledge of MS Word, Excel, Visio and PowerPoint; ACL & MS Access a plus. Professional Competence and Industry Knowledge Seeks to understand expectations of them on the project and takes steps to deliver on expectations. Demonstrates a strong work ethic and takes initiative in solving problems and presenting solutions. Seeks additional work when assigned work is complete. Understands basic business processes and related risks, as well as other technical areas. Comprehends the reasons for the tasks to be performed. * Learns IAD policies and methodologies. Takes responsibility for the development of own skills. Sets annual personal and professional goals and measures progress toward them. Builds and maintains a habit of continuous learning. Learns effective time management. Analyzes specific feedback on performance and acts upon it. Takes responsibility for personal training by attendance and active participation in training meetings. Works toward obtaining appropriate professional or technical certifications. Customer Focus Understands engagement protocol and expectations, and interacts appropriately with audit customer personnel. Responds to customer requests in a timely manner. Audit customer values contributions to engagement. Develops written communication skills to ensure audience understanding. Uses listening skills to build rapport and good working relationships with audit customers. Teamwork and Leadership Cooperates with and values the efforts of other team members. Models appropriate behavior to contribute to an effective team environment. Interacts with others in a manner demonstrating knowledge of personnel policies and appropriate professional demeanor. Facilitates teamwork by contributing to team effort, sharing responsibility for team results, and exhibiting a positive attitude. Understands expectations on the engagement team. Sets individual goals and prioritizes workload. Drives for Quality and Results Develops good basis business skills and appropriate industry knowledge. Seeks opportunities to be creative and innovative. Learns about the audit customer's business processes. Understands how to identify and evaluate control effectiveness. Develops basic interviewing techniques that enable primary risk identification. Utilizes 95% of time on assurance and advisory engagements. ADDITIONAL INFORMATION Candidates residing in locations within BankUnited's footprint may be given preference.

SUMMARY: This position has primary responsibility for the build out, update and execution of the Company's Technology Risk Program for the first Line of Defense (1LOD). Individuals in this position provide risk expertise and assistance to make sure technology assets are suitably protected, receiving oversight and direction from the 2LOD IT Risk team. The incumbent will work with key technology stakeholders to facilitate technology risk analysis, assist with the identification and build-out of suitable controls so residual risk is within the Bank's Risk Appetite. This position will also support testing of technology controls, technology risk assessments, key risk indicators reporting, and technology projects as assigned. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Identifies and assess technology risks across processes, applications, and infrastructure. Conduct risk assessments and maintain accurate risk documentation (e.g., risk registers, RCSA). Collaborates with technology teams to design and implement effective controls based on industry-recognized frameworks such as NIST CSF, NIST SP 800-53, and RMF. Perform control testing and review IT control effectiveness, supporting remediation of gaps. Serves as the primary liaison between IT (1LoD) and audit teams (Internal, External, SOX). Coordinate evidence collection, facilitate audit requests, and support issue owners in timely remediation. Track and report on open audit issues until closure. Analyzes and report results of control testing, risk assessments, and technology-related metrics (KPIs and KRIs). Present findings and recommendations to 1LoD and 2LoD management. Ensures adherence to internal policies and applicable regulations. Review and validate technology-related data transfers to external parties, ensuring secure and compliant processes. Promotes risk awareness across IT teams and act as a trusted advisor for technology risk-related decisions. Provide guidance and training on IT risk and control practices. Supports development and maintenance of IT risk policies, standards, and procedures. Apply frameworks such as NIST CSF and other best practices to strengthen IT governance. Partners with IT process owners, 2LoD, and other stakeholders to ensure timely implementation of controls and remediation actions. Provides support for the External Data Transfer process by tracking, reviewing, and validating data sent outside the Bank to ensure secure transmission and facilitate the timely closure of each request. Partners with IT Process Owners to identify continuous improvement opportunities with emphasis on risk mitigation. Explores application of AI in role to automate tasks or improve user experience. Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. EDUCATION Bachelor's Degree in cybersecurity, computer science, or related field, or equivalent work experience preferred EXPERIENCE 4-6 years of progressive experience in IT risk management, IT Audit, or cybersecurity and technology controls, with a strong background in risk assessments, regulatory compliance, and governance frameworks CERTIFICATES, LICENSES, REGISTRATIONS Certifications in technology, security, and auditing, such as CISSP, CCSP, CISA, or CRISC, are a plus preferred KNOWLEDGE, SKILLS AND ABILITIES In-depth knowledge of risk management and technology controls frameworks and standards, such as NIST, CIS, PCI-DSS (High) Strong understanding of IT infrastructure, cloud security, and data protection practices (High) Knowledge of regulatory and compliance frameworks relevant to the financial industry (Medium) Strong analytical and problem-solving skills (High) Excellent communication and interpersonal skills (High) Ability to work independently and as part of a team (High) Ability to perform role with minimal supervision. ADDITIONAL INFORMATION Candidates residing in locations within BankUnited's footprint may be given preference. #GoForMore

Schedule: Monday through Friday, 9:00AM to 5:00PM Provide assistance to Private Banking Relationship Managers. Key Responsibilities Include * Provide Lending Support to Private Banking Relationship Managers * Review and Fund Loans * Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues * Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. * Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services * Authorize payment and fees of commercial client overdrafts * Approve and process commercial client's withdrawals on lines of credit * Communicate with clients, attorney's, insurance companies, title companies, and various other professionals * Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC * Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision * Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents * Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision * Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients * Open new accounts and ensure all required documentation is obtained from the client * Process wire requests for clients. * Assist other AAs and other departments with administrative support when needed * Performs all other duties as assigned Qualifications Include * High school diploma or GED and 5+ years of experience or equivalent combination of education and experience * Microsoft Office suite About Us First Horizon Corporation 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 nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* 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 Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Location: On site in Memphis, TN, Nashville, TN, Charlotte, NC, Raleigh, NC, New Orleans, LA, Miami, FL or Birmingham, AL. The Credit Card Implementation Strategist at First Horizon Bank is a key operations and strategy resource responsible for advancing the effectiveness of our credit card products and services. Working directly with Credit Card Product Managers, this position will drive operational excellence by executing product initiatives, resolving escalated issues, and identifying process enhancements that improve our clients' experience. As a highly collaborative associate, this position will manage operational relationships with internal and external partners, advocate for client and associate needs, and enable data-driven decision-making to meet business and client goals. Responsibilities: * Provide daily and operational support to Credit Card Product Managers through coordinating implementations, tracking project milestones, delivering status updates, and resolving client-impacting issues. * Drive operational relationships with internal associates and external partners, ensuring commitments are met and projects are delivered within scope, on time, and with a focus on client experience. * Identify process friction points for associates and clients, build compelling business cases, define requirements, and advocate for enhancements that elevate credit card product performance and client satisfaction. * Serve as a hands-on analyst, utilizing data to ground recommendations, measuring KPIs, develop financial justifications, and support the prioritization of cross-functional improvement projects. * Articulate client feedback and voice of the client insights to business teams, influencing project alignment and prioritization. * Lead and support the rollout, testing, and ongoing management of new credit card products, features, and compliance-driven changes. * Resolve escalations in partnership with technology, operations, and product teams, employing root cause analysis and driving to sustainable solutions. * Develop and refine metrics and control systems to assess product operations, trends, and quality, ensuring risks are proactively identified and mitigated * Maintain documentation, contribute to training for associates, and facilitate knowledge sharing across relevant teams. Requirements: * Bachelor's degree in Business, Finance, Project Management, or a related field. Equivalent work experience considered. * 3-5 years of relevant experience in card product operations, implementations, project management, or product support within financial services. * Strong understanding of card banking products, payment channels, and regulatory/compliance frameworks. * Demonstrated ability to use data to substantiate arguments, prioritize issues, report KPIs, and measure outcomes. * Exceptional analytical, problem-solving, and organizational skills with an ability to manage multiple concurrent projects and initiatives. * High levels of initiative, sound judgment, and demonstrated tact in communication and conflict resolution. * Ability to work independently and credibly across cross-functional teams, effectively engaging with associates at all levels and external partners. * Proficiency with project management tools, data analysis applications, and Microsoft Office About Us First Horizon Corporation 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 nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* 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 Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube Instagram YouTube

Job DescriptionBenefits: Bonus based on performance Competitive salary Dental insurance Free uniforms Health insurance Vision insurance Benefits/Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking an experienced Automotive Estimator to join our team. In this role, you will appraise damaged vehicles and determine vehicle value. Your responsibilities will include performing physical inspections, documenting damage, and reviewing repair estimates. The ideal candidate is methodical and detail-oriented with excellent verbal and written communication skills. Responsibilities Perform physical inspections of damaged vehicles Determine the extent of damage Document repairs needed and review repair shop estimates Determine vehicle value and provide documentation Qualifications Previous experience as an Automotive Estimator is preferred Excellent written communication and negotiation skills Ability to work with little or no supervision

The Credit Analyst, Sr position provides high level analytical support in underwriting/analyzing commercial credit facilities and assisting Portfolio Managers and Relationship Managers in managing customer relationships. A Senior CA will be expected to provide credit analysis support for assigned lending relationships. The position also provides mentoring and guidance to Client Specialists and other Credit Analysts as it relates to lending guidelines, and underwriting standards. The ideal candidate works well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. **Key Responsibilities Include** + Interpret financial statements and provide financial analysis support utilized in underwriting complex C&I loans with a focus on Medical Practices, service companies and commercial private client ventures. + Work proactively to ensure production is prioritized appropriately and completed in a timely manner. Specific tasks include: financial statement spreading; completing financial analysis documents; updating and creating new requests, modifications, renewals and annual reviews in the Bank's commercial loan system; tracking and completing covenant monitoring, completing industry research and developing a strong understanding of the Bank's commercial loan policy. + Participate in transaction structuring and relationship strategy meetings with management and credit partners to justify and explain information in the analysis when warranted. + Analyze and prepare complex credit approval documentation in FHB's commercial loan system. The senior analyst is responsible for accurately reflecting all loan terms, collateral, covenants, loan grade inputs, policy exceptions, and calculating credit exposure for a given relationship in the commercial loan system. + Partner with Portfolio Managers to monitor and manage assigned commercial loan portfolios. This responsibility includes tracking covenants, recording financial statements, and monitoring company performance against expectations. Credit Analyst is responsible not only for accurate calculations and inputs but also for thoughtful implementation of policies, procedures, and guidelines. + Participate in internal credit conversations with PM's, RM's Credit Risk Managers and senior management and in external meetings with clients and prospects. + Participate in or lead special projects and assignments and performs other duties assigned. + The successful candidate will demonstrate consistently high level of ownership of personal performance metrics and team initiatives, flexibility in responding to RM/PM/senior management and client deadlines, extreme level of detail and follow-through, and independence within the framework of the role in assisting in achieving business goals. + Identify and report material changes or trends in the financial statements of borrowers or guarantors observed in the preparation of credit approval presentations **Qualifications Include** + Bachelor's degree (B.A.), preferably in Accounting, Finance or Business or equivalent in specific work experience + 5 or more years of related experience in Financial Services, Banking, Credit Analysis, Loan Review or similar background preferred + Familiarity with corporate credit products and the processes used to analyze financial data + Good fundamental understanding of general bank operations and the commercial lending process + Strong computer skills required with the following programs: Access, Word, PowerPoint, Outlook and highly proficient skills with Excel + Experience with Salesforce or nCino applications is a plus + Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials and significant business partners + Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals **About Us** First Horizon Corporation 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 nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **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 **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

SUMMARY: A Junior Investment Analyst has knowledge in evaluating financial and investment information within the Finance Department. The role involves assisting the Sr. Accountant Investment Analyst with the compilation of financial information and responsibility for the preparation of various reports, preparation of journal entries, reconciliation of accounts, as well as performing analysis of financial data related to the Bank's bond portfolio. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. * Prepare daily, monthly and quarterly journal entries. * Prepare reconciliations of the Bank's investments to the general ledger. * Perform daily investment accounting operations. * Prepare financial reports, analyses, work papers or schedules relating primarily to the Bank's investments. * Assist with interpretation of cash flow assumptions, payment streams, yields etc. for complex bond structures. * Assist with analytical review of performance of large complex bond portfolio considering prepayment speeds, vectors, etc. * Work with Sr. Accountant Investment Analyst on application of prospective vs. retrospective accounting and its impact on accounting results. * Participate in investment projects as assigned. * Assist with preparation of one or more financial statement disclosures and related disclosure checklists for the Bank's investments. * Independently stay current with respect to applicable investment rules, accounting standards and banking regulations. * Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). * Adheres to Bank policies and procedures and completes required training. * Identifies and reports suspicious activity. EDUCATION Bachelor's or Master's Degree in Business Administration, Accounting or Finance. EXPERIENCE * Exposure to investment security accounting and/or operations. KNOWLEDGE, SKILLS AND ABILITIES * High proficiency in Excel, emphasis on discounted cash flows, IRR and NPV calculations, etc. * Strong numeric skills. * Excellent quantitative and qualitative analytical skills. * Must be able to work independently with limited supervision. * Must be proficient with investment analysis software applications, Excel and Word. ADDITIONAL INFORMATION * Candidates residing in locations within BankUnited's footprint may be given preference. Candidates residing in locations within BankUnited's footprint may be given preference.

SUMMARY: The Sr. Business Banker is primarily responsible for the overall success and revenue growth of their assigned book of business and sales territory, with a focus on new client acquisition. This is an outside sales position. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Originates and grows a portfolio of business (credit and depository) relationships to achieve stated individual goals. Develops and manages relationships with business owners and other decision makers by learning about the operation, growth factors and challenges the business faces. Retain and achieve revenue growth of the existing book of business by providing continuous financial advice and maintaining profitable relationships through securing suitable credit, deposit, and treasury products. Demonstrates proficiency in initiating the client credit application process through high-impact prospect calls and prompt & complete financial data collection from prospective clients. Possesses proficient knowledge of BankUnited credit policy, as well as credit and non-credit products the organization offers to prospective and existing clients. Achieves client and prospective client calling objectives. Utilizes bank contact management system to retain prospective client names and records, as well as standard bank templates (such as term sheet template). Attends and actively participates in regularly scheduled division meetings and on-going training. Collaborates with internal business partners to ensure full "cross-sale" penetration of client relationship. Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. EDUCATION Bachelor's Degree or equivalent experience required EXPERIENCE 10 years related banking sales experience and credit training required An equivalent combination of education and experience required Strong outside sales/cold calling experience required Must live within the market of the available position CERTIFICATES, LICENSES, REGISTRATIONS Notary License preferred ADDITIONAL INFORMATION Candidates residing in locations within BankUnited's footprint may be given preference.

Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals) and provide support to banking center management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and service + Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services. + Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs. + Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts. + Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. + Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns. + Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate. Client experience + Research and resolve problems and respond to client inquiries on account status. + Deliver excellent client experiences consistently and promptly resolve client issues effectively. + Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management + Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency + Assist banking center associates with all aspects of daily operations as needed, including audit controls. + Assist banking center management with "on the job training" of new associates. + Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job-related duties as assigned **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience. + High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. 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. **Hours** : + Monday - Thursday / 8:30 AM to 4:30 PM + Friday / 8:30 AM - 5:15 PM + Sat / 8:30 AM - 1:15 PM **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **About Us** First Horizon Corporation 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 nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **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 **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. 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SUMMARY: The Process Improvement Analyst is responsible for working with departments across the organization to identify, analyze, optimize, and design business processes. This individual reviews existing business processes by analyzing process maps, historical data, and by observing employees execute tasks in order to develop plans, in collaboration with cross-functional teams and key stakeholders, to increase efficiency, improve quality, and reduce operational costs. This individual will also design business processes to support new products or services, by gathering requirements and integrating these into an efficient and effective process design. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Analyze existing business processes to identify opportunities for improvement from a timeliness and quality standpoint, by collecting and analyzing data, analyzing process maps, and observing employees execute tasks. Create process workflows/maps to document current and future state for existing business processes using appropriate tools, such as Visio and Lucidchart. Quantify the impact of improvements to prioritize initiatives and track results. Redesign processes to improve performance and/or to incorporate required changes in response to, but not limited to, new or updated regulations/rules, expansion or modification of products and services, organizational realignments, cost reduction initiatives, and introduction of new technologies. Work with key stakeholders to support the implementation of new products and services by designing new processes that maximize efficiency and effectiveness, integrate appropriate controls, support scalability, and comply with requirements, such as regulations, rules, Bank policies and standards, and client experience expectations. Identify and design controls to monitor process performance and results. Work with the Quality Assurance manager to develop and implement quality assurance reviews and with the Strategic Analytics team to develop and implement KPIs and control reports, as appropriate. Conduct capacity analysis to assess human resource utilization, based on the functional role's tasks/activities production volumes and processing time, to determine if it meets current and future demand. Prepare and deliver comprehensive Capacity Analysis report that includes the approach, measurements, current operational capacity, and recommended opportunities to optimize throughput and productivity. Build partnerships with department leaders, process owners, and SMEs so that business initiatives are aligned, regular two-way communication exists, downstream impacts are considered, business solutions are optimized, and implementation achieves desired outcomes. Provide regular updates of progress to process owners to ensure an ongoing partnership, input on direction, and linkage to other business initiatives. Manage designated process improvement and new process design projects by scoping, developing project plans / actions items, leading the execution, and reporting progress. Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. EDUCATION Bachelor's Degree in Business, Industrial Engineering, or equivalent with concentration in process improvement, business analysis, or related field is required EXPERIENCE 5+ years of experience in process improvement, business analysis, or similar role required Experience in designing process automations through traditional means and RPA required Expertise in process mapping and tools (ie: Visio and Lucidchart) required 3+ years of experience within the banking industry preferred CERTIFICATES, LICENSES, REGISTRATIONS Six Sigma Green Belt Certification or higher and Lean is preferred KNOWLEDGE, SKILLS AND ABILITIES Proficiency in data analysis Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook). Ability to manage multiple projects across different lines of business and properly prioritize tasks. Excellent analytical and problem-solving skills as well as oral and written communication skills required. ADDITIONAL INFORMATION Candidates residing in locations within BankUnited's footprint may be given preference.