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Fifth Third Bank jobs in Nashville, TN

- 133 jobs
  • Treasury Management Officer III

    Fifth Third Bank 4.6company rating

    Fifth Third Bank job in Nashville, TN

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Member of a highly productive, industry leading team of treasury professionals. Responsible for business development (new and cross-selling), client service excellence, client retention, and client consultation. Revenue growth and client retention are paramount. Self sourcing, networking externally, and partnering with key team members (within the local affiliate and/or group) to drive business. Responsible to prospect with internal partners. Work with a One Bank team to understand clients' and prospects' business environments, strategies, and industries to best determine the financial needs and appropriate working capital management solutions to provide. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Sales Management: Must be able to persuasively articulate Fifth Third's value proposition to both internal and external clients to influence the outcome within the sales process. Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects. Demonstrate ability to understand payment processes. Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients. Understand competitions' capabilities and gaps and how to position Fifth Third's services against them. Prepares and deliver quarterly client service reviews to clients. Expected to develop personal relationships with C-suite and senior management decision makers at client and prospect organizations. Devise and execute a plan to exceed sales goals. Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision. Actively manage a pipeline using the CRM tool. Maintain lines of communications with RMs individually and as a group. Review sales goals with RMs and ensure RMs are advised of calling strategies. Educate and advise RMs of new TM product development initiatives. Assess knowledge level of individual RMs and bring each up to a minimum standard. Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients. Work closely with assigned client specialists to ensure excellent client service on an on-going basis. Assist with general bank communications to clients. Take ownership and deliver timely resolution of client issues. Develop knowledge of internal resources for accurate response to client issues. Understand and communicate implementation time-line to align with client expectations. Ensure proper account documentation and all requisite agreement execution. Communicate recurring or serious product issues to management. Recommend viable solutions to improve client service. Understands, appreciates, and promotes the history of 5/3 Bank, its financial position, operating model and commitment to a positive client experience. MINIMUM KNOWLEDGE &, SKILLS REQUIRED: Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred. CTP certification is strongly encouraged. Minimum of 4 years Commercial Banking /Treasury Management experience, preferably at least 3 years in a sales role. Demonstrated record of consistently exceeding performance goals. Possess a strong desire to constantly strive to improve oneself. Must have strong client interaction skills and has demonstrated the ability to influence the outcome of a sales process. Requires the aptitude for powerful presentations and negotiation skills with internal and external clients. Demonstrated ability to articulate the benefits of strong working capital management solutions to clients. Proven product and sales knowledge sufficient to help mentor new team members. Demonstrated knowledge of a wide array of treasury management products. Excellent oral and written skills. Basic proficiency in PC software (MS Office). Technical Treasury Management competencies: Understanding of Treasury Management, Payment and products and solutions. Ability to build new & existing client relationships. Ability to evaluate client needs. Basic understanding of financial statement analysis. Ability to provide strategic treasury advisory services. Understanding of investment management techniques. Treasury Management Officer III At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Nashville, Tennessee 37219 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $57k-68k yearly est. Auto-Apply 20d ago
  • Financial Center Manager II - Hickory Village

    Fifth Third Bank 4.6company rating

    Fifth Third Bank job in Nashville, TN

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center. ESSENTIAL DUTIES & RESPONSIBILITIES: Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of Fifth Third's products, services processes, and internal resources to stay informed, guide and lead the team Become skilled at the consultative sales process to proactively identify the financial needs of current or prospective customers and recommend the appropriate solutions to meet those needs Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support Learn how to source, develop, coach and lead a team that reinforces our Core Values and business strategies Learn to cultivate a One Bank culture that proactively collaborates with business partners Participate in activities that benefit the communities we serve Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee Additional duties as assigned SUPERVISORY RESPONSIBILITIES: Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or two (2) or more years of leadership experience in a sales environment Ability to professionally represent Fifth Third Bank in verbal and written communication Capable of analyzing credit and financial information Ability to successfully execute and coach sales activities Exhibits business acumen Demonstrated ability in making sound decisions This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration. WORKING CONDITIONS: Normal office environment. Extended viewing of computer screens. Periodic travel within the Bancorp footprint to attend meetings and/or training. #LI-DH1 Financial Center Manager II - Hickory Village At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Nashville, Tennessee 37211 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $98k-117k yearly est. Auto-Apply 7d ago
  • Treasury Sales Associate - Commercial Bank - Healthcare Services

    Jpmorgan Chase & Co 4.8company rating

    Nashville, TN job

    JobID: 210682294 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $100,000.00-$120,000.00 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives. You will participate in the three-year development plan designed for a progression of job functions to develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position. Job responsibilities * Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models * Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research * Develop an understanding of clients' Treasury cash management structure and objectives * Coordinate with product partners to develop comprehensive Treasury solutions * Develop and understand competitors' products and positioning within the client & market * Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately * Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing Required qualifications, capabilities, and skills * Bachelor's Degree * Three+ years' relevant banking and treasury experience * Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment * Superior verbal and written communication skills with the ability to mobilize internal networks and resources * Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures * Proficiency in Microsoft Office (PowerPoint, Excel and Word) * Ambition to develop into an individual sales contributor Preferred qualifications, capabilities, and skills * Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions * Sales, portfolio management or relationship management experience * Qualitative and quantitative skills
    $100k-120k yearly Auto-Apply 39d ago
  • Senior Home Lending Advisor - Nashville TN - East Nashville Branch

    Jpmorganchase 4.8company rating

    Nashville, TN job

    Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts. Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships. Builds role as the internal and external mortgage expert and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills Bachelor's degree or equivalent work experience in sales and/or real estate 3+ years of mortgage lending and proven sales experience in retail banking Knowledge of real estate market in local area Excellent written and oral communication skills Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills FHA/VA sales experience Marketing, promoting, relationship building, and consulting skills Intermediate PC skills in a Windows environment FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
    $58k-113k yearly est. Auto-Apply 60d+ ago
  • Treasury Management Officer - Commercial Bank -Executive Director

    Jpmorgan Chase 4.8company rating

    Nashville, TN job

    Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. **Job responsibilities** + Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships + Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning + Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework + Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews + Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions + Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms + Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships **Required qualifications, capabilities, and skills** + 10+ years of cash management, sales and relationship management experience + Success developing new business with focus on prospecting utilizing strong selling and negotiation skills + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy + Excellent verbal and written communication skills + Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization + Strong time management, organizational and planning skills + Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor **Preferred qualifications, capabilities, and skills** + Bachelor's degree + Certified Treasury Professional designation + Strong creative solution and problem-solving abilities JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $128k-184k yearly est. 60d+ ago
  • 2026 Banker Analyst - Commercial & Specialized Industries - Analyst

    Jpmorgan Chase & Co 4.8company rating

    Nashville, TN job

    JobID: 210689741 JobSchedule: Full time JobShift: : You are customer focused and enjoy learning about financial solutions for middle market clients. A role as a Commercial & Specialized Industries Banking/Treasury Analyst is for you. As an Analyst in Commercial & Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients. As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management. The Commercial & Specialized Industries Analyst Program is a rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more. Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry. Job Responsibilities * Work on financial models to support financing transactions * Assist in the completion of credit approval memos * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development effort Required Qualifications, Capabilities and Skills * Minimum GPA 3.2 required * Superior analytical, leadership, interpersonal and written/verbal communication skills * Keen attention to detail and creative mindset * Proven ability to multi-task and meet deadlines in a fast-paced environment * Exhibit sound judgement, agility, and the ability to work as a team player Preferred Qualifications, Capabilities and Skills * 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus * Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered) * Some exposure to credit fundamentals and/or previous client exposure is a plus * Knowledge of the market dynamics and its business environment preferred
    $81k-106k yearly est. Auto-Apply 4d ago
  • Marketing Quality Assurance & Process Specialist

    First Horizon Corp 3.9company rating

    Nashville, TN job

    We are seeking a meticulous and process-driven Marketing Quality Assurance (QA) & Process Specialist to take ownership of quality control and operational consistency across all marketing activities. In this role, you'll be responsible not only for managing testing of marketing assets and campaigns but also for establishing scalable QA frameworks, defining governance standards, and ensuring compliance and continuity across cross-functional marketing journeys. Reporting to the Director of Marketing Operations, you will also play a key role in supporting audit readiness and business continuity planning, helping to safeguard the integrity and resilience of our marketing systems and processes. This role is critical in scaling marketing excellence through structure, consistency, and proactive risk management. Key Responsibilities: QA & Testing Responsibilities * Conduct hands-on end to end QA testing for marketing assets and campaigns to include: * Emails, landing pages, forms, automations, and campaign workflows * Journey and campaign launches * Develop testing standards for marketing launches * Identify and document bugs, inconsistencies, or issues in marketing outputs; collaborate with teams to resolve Process & Controls * Design and enforce standardized QA processes across all marketing functions (email, web, paid, content, etc.) * Develop QA documentation, checklists, SOPs, and approval workflows * Oversee QA for complex cross-functional customer journeys involving multiple teams and touchpoints * Set up feedback loops and audit trails to improve visibility and accountability across marketing efforts Governance & Operational Support * Partner with the Director of Marketing Operations to: * Prepare for internal and external audit reviews by maintaining QA documentation and evidence of controls * Support the development and maintenance of marketing business continuity plans (BCP), ensuring risk mitigation strategies are in place * Identify operational gaps and recommend process improvements to strengthen resiliency and compliance * Ensure all marketing teams keep SOPs and operational controls up to date Qualifications: * 4-6+ years of experience in marketing QA, marketing operations, or digital marketing with a focus on quality control and governance * Experience with marketing automation, web and CRM tools (e.g. Salesforce, Marketing Cloud, Sitecore) * Skilled in QA and testing platforms (e.g., Litmus) * Strong understanding of campaign logic, data flows, user journeys, and marketing channel integrations * Excellent attention to detail, documentation, and problem-solving skills * Ability to manage multiple projects and stakeholders in a deadline-driven environment * Comfortable translating technical QA concepts into marketing-friendly language Preferred Skills: * Familiarity with audit frameworks, compliance standards (GDPR, CAN-SPAM), and risk management in a marketing context * Basic knowledge of business continuity planning or disaster recovery 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
    $77k-93k yearly est. 60d+ ago
  • Workplace Solutions - Business Development Representative

    Jpmorganchase 4.8company rating

    Nashville, TN job

    We are hiring a Business Development Representative in Nashville within the Workplace Solutions business. This role offers the opportunity to contribute significantly to our company's growth. As a Business Development Representative within JP Morgan, you will play a critical role in our B2B sales process by spearheading outreach to public companies within your geographic territory. Your primary responsibility will be to introduce our equity compensation management platform and schedule meetings with decision makers, our local Field Sales Representative, and yourself. Job Responsibilities Conduct proactive outreach to public companies to generate interest in our equity compensation management platform. Schedule and attend virtual meetings with potential clients alongside the Field Sales Representative. Develop and maintain a strong understanding of our platform and its benefits to effectively communicate with top executives. Collaborate with the sales team to develop strategies for engaging potential clients. Maintain accurate records of all interactions and meetings within our CRM system. Leverage networking tools such as LinkedIn, ZoomInfo, and Sales Navigator. Develop synergistic relationships with JP Morgan bankers, advisors, and team members. Book 4 qualified meetings per month via outreach including, phone, networking, and electronic communications. Leads will be provided. Required qualifications, capabilities and skills Excellent communication and interpersonal skills, and the ability to engage with top executives. Creative thinker with strong analytical skills. Competitive drive and a results-oriented mindset. Strong financial acumen is helpful but not required. Ability to work independently and as part of a team. College degree. Preferred qualifications, capabilities and skills Direct experience within the financial/banking industry J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
    $47k-76k yearly est. Auto-Apply 60d+ ago
  • Deposit Product Coordinator

    First Horizon Corp 3.9company rating

    Nashville, TN job

    Location: Onsite listed in Memphis, TN, Nashville, TN, Knoxville, TN, Charlotte, NC, Raleigh, NC, Miami, FL, Orlando, FL, Birmingham, AL, New Orleans, LA, Baton Rouge, LA, Lafayette, LA, or Houston, TX The Product Coordinator is responsible for the implementation, on-going enhancement, and analysis of retail and small business deposit products to achieve corporate objectives within the retail and small business line of business. The coordinator will also participate in merger related activities as it relates to the mapping, operational conversion, training, and client communication of deposit products. ESSENTIAL DUTIES AND RESPONSIBILITIES * Works with product team to research, identify, and implement appropriate products sales strategies to identify opportunities for meeting goals * Coordinates the development of management reporting * Creates and conducts product and campaign training as needed * Manages revisions to team documents such as pricing materials, product matrices and others; analyzes and communicates product trends, as assigned, through the use of dashboards or tracking reports; helps prepare product management presentations; and assists with various administrative duties, including the investigation and resolution of product-related service and quality issues as identified by the bank or its and customers. * Collaborates throughout the bank during all phases of a product lifecycle, especially including Marketing for the creation and review of marketing materials and promotional campaigns, banker channels in the support and development of sales teams, Digital Channels for online and mobile product delivery and Training for the development or revision of product training material, courses and job aids for Bank employees; Operations for the development of back-office procedures and systems; and Information Technology for supporting hardware and software. * Manages specific ad-hoc projects and initiatives as identified by the Director of Deposit and Product Management * Performs all other 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 knowledge, skills, and/or abilities required in this position: 1. Bachelor (4-year college) degree and 1-2 years of experience or equivalent combination of education and experience COMPUTER AND OFFICE EQUIPMENT SKILLS 1. 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
    $48k-59k yearly est. 19d ago
  • U.S. Private Bank - Private Banker - Associate

    Jpmorgan Chase 4.8company rating

    Nashville, TN job

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. **Job Responsibilities** + Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience + Generate business results and acquire new assets, both from existing client base and new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists to provide interdisciplinary expertise to clients when needed + Connect your clients across all lines of business of J.P. Morgan Chase & Co. + Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach **Required Qualifications, Capabilities, and Skills** + Three plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date + Proven sales success and strong business acumen + Strong community presence with an established network + Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client experience and works tirelessly on the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business + Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $21k-43k yearly est. 60d+ ago
  • Industry Executive - Life Sciences Coverage, South Region - Managing Director, Commercial Bank

    Jpmorgan Chase & Co 4.8company rating

    Nashville, TN job

    JobID: 210638601 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $300,000.00-$500,000.00 Industry Executive - Life Sciences Coverage, South Region - Managing Director, Commercial Bank The Life Sciences team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. As an Industry Executive - Life Sciences Coverage, South Region - Managing Director within the Commercial Bank, you will spearhead a team of Bankers focused on expanding and sustaining profitable banking relationships with Life Sciences clients. You will collaborate closely with credit underwriting, treasury sales, client service, and other functional areas to provide comprehensive products and solutions to clients. Additionally, you will manage your own portfolio while leading the banking team, with client visits accounting for roughly 25% of your schedule. Job Responsibilities * Champion a culture of innovation and a customer centric mindset * Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships * Deliver the entire firm across lines of business * Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies * Lead specially assigned projects for the benefit of region and national team * Hire, manage, coach, mentor and retain a high performing and diverse team * Foster a diverse, equitable and inclusive work environment Required Qualifications, Capabilities and Skills * Typically a minimum of ten years account relationship management experience with a focus on business relationships * Understanding of Commercial Banking products and services with knowledge of the region * Ability to mobilize internal networks and resources * Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor * Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team * Sales management and business development skills with proficiency in building and maintaining positive client relationships * Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Preferred Qualifications, Capabilities and Skills * Bachelor's degree and formal credit training preferred * Strong technology experience; digital background preferred * Flexible to changing business priorities and ability to multitask * FINRA securities licenses 79, 63 and 24 required or ability to obtain within reasonable time frame
    $300k-500k yearly Auto-Apply 60d+ ago
  • eSignature (DocuSign) Delivery & Support

    First Horizon Corp 3.9company rating

    Nashville, TN job

    Location: On site in New Orleans, LA, Birmingham, AL, Charlotte, NC, Raleigh, NC, Memphis, TN, Nashville, TN, Houston, TX, Dallas, TX, or Miami, FL The DocuSign Business Analyst supports the DocuSign Product Owner in enhancing, implementing, and supporting DocuSign solutions across the bank. This role acts as a liaison between line of business partners, technology teams, vendors, and management to elicit requirements and deliver solutions that improve the client and associate experience. Key Responsibilities: * Collaborate with the Product Owner to define and prioritize business requirements for strategic projects, product enhancements, and production support related to DocuSign. * Elicit, document, and validate business and functional requirements by engaging stakeholders and translating business needs into detailed specifications. * Develop user stories and acceptance criteria and participate in Agile ceremonies, including daily standups, sprint planning, and retrospectives. * Coordinate with Quality Assurance to plan and support testing of DocuSign implementations, enhancements, and issue resolution. * Work with the Product Owner and vendor partners to monitor product enhancements, evaluate software releases, and address support cases. * Identify and document process improvement opportunities, and assess potential solutions for fit with both business and technology needs. * Participate in deployment, testing, and implementation of DocuSign releases, monitoring for successful delivery and adoption. * Manage and triage support tickets, analyze issues, and drive resolution in partnership with technical teams and vendors. * Provide training and support to DocuSign users, assisting with adoption and ongoing improvement efforts. Qualifications * Bachelor's degree in Business, Information Technology, or related field preferred. * Experience as a Business Analyst or similar role, ideally with exposure to DocuSign or comparable digital workflow platforms. * Strong communication skills, with experience in facilitating meetings and documenting requirements. * Understanding of Agile methodologies and experience with user story writing. * Ability to build relationships across business functions, technology teams, and vendor partners. * Strong organizational skills and attention to detail. 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
    $37k-42k yearly est. 5d ago
  • Business Risk and Controls Advisor

    First Horizon Corp 3.9company rating

    Nashville, TN job

    Location: On site in New Orleans, LA, Birmingham, AL, Charlotte, NC, Raleigh, NC, Memphis, TN, Nashville, TN, Houston, TX, Dallas, TX, Atlanta, GA, or Miami, FL The Business Risk and Controls Advisor sits in the first line of defense and is responsible for executing risk management programs and other first line of defense risk activities in support of line of business growth and revenue production. The role works directly with the business unit management teams to identify, manage, monitor and report risk through the execution of risk programs, policies, standards and procedures. The role also works directly with second line of defense risk management to ensure appropriate execution of risk activities including assessment of risk, development and oversight of controls, identification and escalation of issues, and governance and reporting. The role is on point to coordinate and assist with audits, exams and other inquiries from internal audit and regulators relative to risk management. Job Responsibilities: * Manage the implementation and execution of risk programs and policies in coordination with the second line of defense risk management organization including new product governance, Risk and Control Self-Assessment (RCSA), key risk indicators (KRIs), Enterprise Risk Report, issue management and operational loss management * Coordinate and support Business unit level risk assessments, including identifying, managing, monitoring and reporting line of business top risks and emerging risks * Develop first line of defense procedures that align with risk program and policy requirements. * Provide ongoing risk guidance, education and communication to business unit partners to ensure risk management expectations are met within the first line of defense. * Assess effectiveness of business unit controls through monitoring and testing, identify gaps and drive remediation of control deficiencies. * Escalate issues and gaps to line of business management and Risk. * Engage in internal audits including preparation of materials, assessment and remediation of findings, and provide updates to senior management. * Build strong relationships with business unit teammates, second line of defense partners, functional support units and other stakeholders to drive strong collaboration on risk program execution and the maturation of risk management across the enterprise. * Participate in industry forums and build relationships with other large banks across the industry. Required Qualifications/Knowledge, Skills, and Abilities: * Bachelor's degree and 5 or more years of operational and enterprise risk management experience in a first or second line of defense capacity. * Experience with enterprise and operational risk programs at a large financial institution, including RCSA, KRI, operational losses, issues management, new and modified product risk assessment, and third party risk management. * Experience working with teams through change by creating a compelling vision for transformation. * Strong project management skills with ability to manage multiple concurrent projects successfully and a proven track record of strong execution on major initiatives. * Proficient at collaborating across business units and lines of defense and working with stakeholders to resolve complex issues. * Ability to articulate the connections across risk programs and influence stakeholders to leverage risk data in business decision-making processes. * Proficiency at assessing current processes with an eye towards efficiency and automation. * Strong oral and written communication skills with ability to communicate at all levels of an organization. * Proven ability at collaborating across the enterprise to solve complex challenges. 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
    $72k-87k yearly est. 10d ago
  • Treasury Management Sales Specialist (Accounts Payable)

    First Horizon Corp 3.9company rating

    Nashville, TN job

    The Treasury Management Sales Specialist delivers specific expertise to clients, prospects and associates about all facets of the bank's solution suite of Treasury Management products. Products are classified as Receivables or Payables products, and Sales Specialist responsibilities will be similarly divided with a fair amount of collaboration between the two. This role is responsible for working under the direction of the TM Sales Manager to achieve market sales, revenue and profitability objectives. ESSENTIAL DUTIES AND RESPONSIBILITIES The TM Sales Specialist (TMSS) has responsibility for formulating strong internal partnerships within all areas of the TM Services organization, and various bank operational, technology and market leadership to position First Horizon as a leader and to aid in maintaining/growing the Bank's prospect and client sales opportunities. The person will have a total view and ability to communicate factors around specific benefits and risks associated with the products in their solution suite. The TMSS will conduct client and market education, analyze competitive and market forces, provide ongoing critical feedback of the assessment of internal opportunities/challenges, and will work with TM Sales, Implementations, Operations and Technology to ensure timely and accurate sales fulfillment. This role can be in conjunction with individual sales contributions while supporting a specific market. List of critical knowledge/skills: * Comprehension of full product suite of all products and services within their solution suite * Identify best practices and challenges related to the sale, implementation and ongoing support of all products and services * Work with the product team to set profitable and competitive pricing * Understand our competition and work to help us gain competitive advantage * Understand various product specific rules and file formatting requirements * Advise other department partners on trends related to usage of Treasury Management services so as to assist with deposit forecasting * Partner closely with TM Product team & utilize all areas of analytics to forecast receivables trends or product gaps * Prepare and analyze various monthly TM reports as needed * Support requests of the TM Sales Manager and those of other TM Executive members * Develop internal and/or external communications regarding products supported * Partner with RFP team and understand and be aware of any potential risk, legal, and compliance situations in order to best decision opportunities that are under consideration and speak to potential outcomes and needed protections * Provide guidance to clients around all aspects of the product solution suite. This includes driving activity retention and acquisition opportunities * Develop and execute an approach in accordance with Product, Sales and Implementation around product strategy (pricing, products, marketing, sales) that mitigates attrition, optimizes cost and drives growth in support of TM line of business strategy and key bank metrics * Present proactively to LOB partners on features and benefits * Create chains of communication with local TM staff and the markets to create ways of capturing competitive insights * Partner and collaborate with TM Product team and TM Executive leaders as well as Implementations and TM Technical Support to review growth/attrition, the competitive environment, and our execution * Understand industry participants, broader competitive environment, and new/existing products offered by competitors by attending industry seminars and conferences The position will be closely tied to the Director of TM Sales (as a direct report and partner), Product Managers within the TM Product group, the TM Implementation Manager and all Regional Sales Leaders within our team. The person will have significant emphasis around sales, training, communication and market execution to ensure sales goals are exceeded. The position requires strong analytical skills, a collaborative work style, an ability to interface with both executives and peers across the organization. QUALIFICATIONS * Bachelor's degree in business - Accounting, Finance or Economics. * Proven track record of personally developing and driving TM product opportunities and retention efforts * Strong analytics, strategic thinking and working knowledge of TM is required. * Proven ability to interact with and influence executive management, as well as excellent presentation abilities. * Strong interpersonal and leadership skills to influence and build credibility with market/regional leaders, market partners, as well as LOB and Specialty leaders in product * Self-starter, team oriented, collaborative, diplomatic, flexible, with excellent presentation skills, including strong oral and writing capabilities * Travel Required ADDITIONAL QUALIFICATIONS CONSIDERED * 8-10+ years of Treasury Management Sales Experience or equivalent Product Education combination * Master of Business Administration * CTP * Incentive Plan Eligible - See TMSO or TM Product Sales Specialists Plan based on additional market coverage 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
    $31k-39k yearly est. 39d ago
  • CCL Renewal Underwriter

    First Horizon Corp 3.9company rating

    Brentwood, TN job

    At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone's ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time. Summary The Centralized Commercial Lending - Renewal Team is searching for a Commercial Underwriter II responsible for evaluating business loan applications based on established Bank policies and procedures. Candidate will evaluate the merits of an existing loan request in the $1MM-$3MM range of total exposure, and either recommend a decision to a senior credit officer or use their own authority to decision the application. Key Responsibilities * Review cash flows and Moody's spreads either self-prepared or prepared by the Credit Analyst, conduct in-depth analyses of financial information to form a recommendation of approval or denial of new loans in accordance with the Bank's policy and procedures. Prepare Credit Origination Memorandum in a clearly written concise manner, identifying strengths, risks and mitigating factors. Review, analyze and evaluate financial and pertinent data to determine credit worthiness of loan prospects and merits of specific loan requests. Collaborate with Relationship Managers, leaders and Relationship Managers to gather all necessary information to present an accurate and complete assessment of the loan presented. * Ability to prepare high quality, detailed credit approval documents that contain an in-depth analysis, an understanding of and identification of credit issues and risks. Ability to spread and interpret financial statements, tax returns, and projections using Excel. * Ability to provide recommendations on loan structuring and alternative structures that may be more appropriate for the transaction. * Ability to work in a high-volume environment, meeting or exceeding Service Level Agreements and turn time goals throughout the process, providing credit decisions in a timely manner. * Work independently on special projects related to credit topics and issues as requested by Bank Credit team(s). * Support the Bank's strong relationship banking culture through on-going internal partner contact, quality customer service, and superior product knowledge. Understand and adhere to the Bank's Bank Secrecy Act policy and procedures and "know your customer/enhanced due diligence" guidelines. Brings any suspicious activity to the attention of a supervisor, or the Bank Secrecy Act Officer. Follow all Bank policies and procedures to ensure compliance with all laws and regulations. * May perform other duties as assigned. Requirements * Bachelor's degree required for consideration or equivalent combination of education and experience * Three (3) to five (5) years of commercial credit underwriting experience Knowledge/Skills/Abilities/Training/Systems * Fundamental understanding of commercial credit underwriting. * Ability to interact with all levels of clients, staff and management. * Ability to work successfully in a deadline driven team environment. * Strong MS Office skills, especially with Excel. * Must be organized and detail oriented with the ability to multitask. * Must be able to work independently and make sound decisions. * Good written and oral communication skills. * Good fundamental understanding of general bank operations, proficient understanding of the components of financial planning, deposit products, small business products, investment and insurance products. * Knowledge of Moody's CreditLens preferred * Knowledge of nCino preferred 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
    $32k-45k yearly est. 3d ago
  • Treasury Management Product Manager, Sweep and Escrow

    First Horizon Bank 3.9company rating

    Nashville, TN job

    **Location:** Onsite in Birmingham, AL; Memphis TN, Lafayette, LA; New Orleans, LA; Dallas Texas; Miami, FL; or Dallas, TX. We're seeking an experienced Product Manager to join Treasury Management division, focusing on our Commercial Liquidity and Escrow solutions. This role will organize and manage the TM Commercial Liquidity / Escrow products and services. The ideal candidate will drive product strategy, enhance client experience, and accelerate product adoption while working within a dynamic team of product managers and developers. The product manager will be responsible for: + Aligning solutions to meet client needs + Assessing Marketplace competitiveness + Pricing and profitability + Growth and trend metrics + Legalities, compliance and risk mitigation + Product information and collateral for client facing and internal usage + Training on product capabilities, features/benefits and lead identification + Lead product development lifecycles to enhance or implement new solutions **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Develop a strategic vision for products and create a roadmap that speaks to a long-term vision, whilst identifying and delivering quick wins for short-term gains. + Be an evangelist and advocate products across the business and build tight relationships with LOB teams to enable engagement and adoption + Demonstrated sense of prioritization and execution against critical deliverables, coupled with a sense of personal ownership for key projects / issue resolution + Manage each launch through the entire product development lifecycle including discovery, prioritization, design, development, user acceptance testing, pilot testing, and product ramp up. + Document managed Products' key client value proposition and competitive position in marketplace. + Document Bank implementation, maintenance and revenue tracking mechanism of product and update implementation forms and pricing proforma + Create optimum revenue and profitability of managed products. + Develop and manage product marketing collateral and materials, TM web site updates and client product demos (as appropriate). + Document and report on managed products' trends in growth and revenue. + Create annual product statement and rating of product in product life cycle. Relate to available industry information and compare to industry growth trends. + Inform and train relationship teams regarding products capabilities, features/benefits, client usage and industry specialization, lead identification and fitment into revenue cycle. + Serve as a technical Treasury Management sales resource and participate in key sales and training situations for products + Prepare product development objectives and schedules for all phases of product development and introduction to market + Monitor how clients utilize the managed product in various real-world installations. Share insights with TM Sales and TM Operations. Capture and illustrate the client experience to highlight its applications across different industries and for internal teams. **SUPERVISORY RESPONSIBILITIES** While the Treasury Management Product Manager does not have direct supervisory responsibilities, this role requires strong partnership and collaboration skills. The successful candidate will: + Engage and collaborate with cross-functional teams, including Sales, Marketing, Operations, and IT, to drive product initiatives and align strategies. + Act as a liaison between stakeholders to ensure seamless communication and execution of product plans. + Influence and inspire internal teams by sharing insights and advocating for product vision and goals. + Coordinate with external vendors and partners to enhance product offerings and customer experience **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: + 5+ years of product management experience, preferably in financial services commercial deposit products / services + Bachelor's degree in Business, Finance, Technology, or related field. Master's/MBA a plus. + Proven experience in developing and managing commercial deposit products and services, with a strong understanding of escrow, lawyer trust, and sweep services + Experience and extensive knowledge of Hogan mainframe core applications is a plus + Experience managing complex products with multiple stakeholders + Demonstrated ability to translate business requirements into technical specifications + Strong analytical and financial modeling skills + Excellence in stakeholder management and cross-functional leadership + Ability to work autonomously with a balanced team approach, you don't need to wait for directions, but know when buy-in is critical + Ability to work in a fast-paced environment, managing multiple products and projects simultaneously, passionate about building meaningful, intuitive products + The ability to write clear, concise internal product specifications, external communications and training materials + Must be analytically oriented and be able to break down complex processes and explain it in simple terms to stakeholders + This candidate must have excellent oral and written communication skills + The candidate must possess excellent knowledge of the Microsoft Office products to review/read/send email, create memos/letters, spreadsheets, client presentations, flow charts, etc. + Must be a self-starter and be able to motivate her/his peers and influence partners in other areas to achieve common goals **COMPUTER AND OFFICE EQUIPMENT SKILLS** + Advanced skills in Word, Excel, PowerPoint, and Outlook for creating reports, presentations, and communications. + Experience with tools such as JIRA for tracking project progress and Visio (or like solution) for creating process flows or diagrams + Proficiency in software like Tableau, Power BI, SQL, Oracle, or similar for analyzing data trends and generating insights. + Familiarity with treasury management systems and payment platforms is preferred. **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** + Certified Treasury Professional (CTP) or similar certification is a plus **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.
    $92k-113k yearly est. 60d+ ago
  • CCL - Credit Analyst

    First Horizon Corp 3.9company rating

    Brentwood, TN job

    At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone's ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time. Summary The Credit Analyst position is an important piece to the underwriting/credit analysis process. Credit Analysts in the CCL assist the Underwriting and Relationship Managers with a multitude of front-end work to help provide a quick and efficient client experience. This position is within the Centralized Commercial Lending (CCL) team. This person will be expected to provide support for commercial lending portfolios within the footprint. Work is expected to be performed within a production-based environment to include, but not limited to financial statement spreading and completion of the CCL's standard cash flow template. Key Responsibilities * Spread financial statements and tax returns. * Create Global Cash Flows for borrowers, guarantors, and prospects * Due Diligence including verifying 4506-Cs, ordering tax transcripts, performing background checks. * Assist underwriters with loan requests on both the new money and renewal side. * Communicate with RMs, client specialists, and underwriters to ensure that deals are progressing as intended. * Request missing documentation when necessary. * Participate in special projects and assignments and other duties as needed. Requirements * Bachelor's degree is required. A degree in a related business discipline is preferred (Finance, Accounting, etc.) * At least 1 year of relevant experience preferred, or an equivalent combination of education and experience * Experience with Microsoft Outlook, Word, Excel, and PowerPoint * Experience with nCino and Moody's CreditLens a plus * Understanding of financial ratios * Ability to communicate effectively. * Ability to read, analyze, and interpret financial reports; analyze and evaluate information, 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 ********************* 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
    $55k-70k yearly est. 5d ago
  • Commercial Equipment Finance Representative IV - Tennessee

    Fifth Third Bank 4.6company rating

    Fifth Third Bank job in Nashville, TN

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Solicits, develops, and manages credit relations with new and current leasing customers within defined territories and products. Is assigned the largest or most complex relationships. Provides assistance or training to lower level or new leasing representatives. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Initiates contacts for developing new sources of business. Cultivates and maintains relationships with numerous sources of new business. Arranges personal meetings with prospects to explain leasing services, rates, and terms of lease agreements. Interviews prospective lessees to develop background information to determine acceptable credit risk. Communicates subsequent investigation results to lessees and initiates lease contract formation where applicable. Coordinates the appraisal of equipment to be leased with departmental staff to determine acceptable structure, pricing, tax, and residual risks, ensuring that necessary documentation is complete and accurate. Ensures collateral is evaluated within standard practices. Prepares market competitive and internally profitable lease quotes by researching market rates, proposing acceptable lease structures, maximizing the use of tax benefits, and insuring sufficient company profitability. Structure, design, and propose viable lease transactions. Work with clients to tailor agreements that meet customer needs from the beginning of the deal to the close. Manage customer relationships on an ongoing basis by monitoring and being proactive with respect to the changing dynamics of the market conditions and competition. Works closely with tax and legal specialists to ensure that lease contracts comply with applicable laws and regulations. Assumes additional responsibilities as assigned. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Bachelor's degree preferred. 7+ years of experience with a finance/leasing company in sourcing, developing, and closing lease transactions. Excellent organizational skills. Independent self-starter and proactive marketer. Ability to build and maintain long-term relationships with lessors and senior level management with appropriate companies in region. Polished professional sales, marketing, and presentation skills. Excellent oral and written communication skills. Comprehensive financial analysis and financial selling skills (knowledge of FASB 13, cash flow, balance sheet, and profit and loss effects of leasing). Excellent working knowledge of word processing, spreadsheet, and pricing software. Expertise with the HP12C or HP17B calculator. Commercial Equipment Finance Representative IV - Tennessee At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Nashville, Tennessee 37219 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $68k-99k yearly est. Auto-Apply 60d+ ago
  • Mortgage Loan Originator

    Fifth Third Bank 4.6company rating

    Fifth Third Bank job in Nashville, TN

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by completing Fannie Mae form 1003 on the laptop. Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS. Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. Manage pipeline for all originated loans through closing and complete required management reports. Communicate with branches and/or applicants of providing timely updates and progress reports. Maintain high levels of customer service while managing each applicant's and support staff's expectations. Attend and participate in all Consumer Lending meetings as required by management. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: High school diploma or equivalent mandatory. Four-year college degree preferred. Knowledge of conventional and/or government lending guidelines. Knowledge of residential mortgage processing, underwriting, and closing procedures. Knowledge of federal lending regulations governing real estate lending. Demonstrated organizational skills. Strong written and verbal communications skills. Demonstrated teamwork and customer service skills. Proven computer skills. Basic sales technique skills. Strong desire to excel in a competitive environment. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Mortgage Loan Originator At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Nashville, Tennessee 37219 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $30k-35k yearly est. Auto-Apply 60d+ ago
  • Senior Wealth Strategist

    Fifth Third Bank, N.A 4.6company rating

    Fifth Third Bank, N.A job in Nashville, TN

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies, typically including multi-generational trusts, closely held business entities, corporate executives, and private foundations. Provides professional consulting / advisory services to clients through the development, delivery and implementation of a customized wealth plan, which includes proactive, high impact, multi-generational planning solutions based upon each client's facts and circumstances. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Responsible for delivering customized wealth plans, which include proactive, high impact, planning solutions based upon each client's facts and circumstances. + Provides professional consulting / advisory services and solutions to clients through the development, delivery and implementation of advanced planning techniques: (estate, tax, insurance, option, investment, retirement). + Reviews all client deliverables for which planner is the lead. + Plays a major role in the sales process in acquiring significant relationships: Identifies issues and planning opportunities for review and discussion with the client and the client's advisors. + Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies. + Delivers the wealth plan to clients and their advisors in a clear and understandable manner and responds to their questions. + Develops proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create strategies and opportunities for high net worth client base. + Coaches and counsels RMs on financial planning strategies via formal training or as part of client relationship reviews. + Develops and expands relationships with centers of influence, such as attorneys and CPAs, resulting in additional business opportunities. + Assists with development and presentation of training programs: + Must be able to converse with clients, their advisors, and RMs convincingly. + Maintains knowledge of complex, advanced planning techniques and relevant legislative, regulatory and case law changes. + Attends community and/or industry-specific forums, conferences and/or meetings in order to broaden relations, network and continually deepen knowledge of trends, practices, products and competitors. + Participates actively in community affairs and professional associations. + Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority. + Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results. + Participates in the ongoing development of the wealth planning process. + SUPERVISORY RESPONSIBILITIES: + Responsible for providing Wealth Planning Analyst and Planners timely, candid and constructive feedback; develop Analysts and Planners to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree required. + CFP, JD, or CPA, or LLM required. + 10+ years in financial and/or estate planning related work, preferably at a high quality professional financial services company or firm. + High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis. + Advanced listening, written, and oral communication skills. + Experience in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Boca Raton, Florida 33433 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $84k-103k yearly est. 60d+ ago

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