The primary function of the Trust Client Specialist is to provide general and clerical administrative support to an individual, or small group of individuals, relieving them of clerical, administrative, and business detail. This particular job is in the Trust Division where the individual will assist Trust Officers in the administration and management of trust and estate accounts, prepares and reviews management reports; maintains records; coordinates information with various departments; interfaces with clients, staff and management; meets standards for Trust Division quality goals.
**Specific Duties included:**
+ Daily and weekly cash movement between Trust and DDA's for clients
+ Research and Notify appropriate parties of Class Actions
+ Coordinating directed trades (purchase and sells) with Trust Portfolio Manager.
+ Special Situation Assets, maintain working list, obtain statements, balance, and provide updated information to TSS for posting and maintenance
+ Coordinate Bank Services for Trust clients as their need may dictate. This may involve working with other areas of the bank in an effort to maintain an operational consistency between the clients trust services and his/her other banking needs.
+ Serve as a liaison between the Administrator and the Client and also as the liaison between these two parties with other areas of the bank.
+ Distribution of funds by check, wire, or by direct deposit into checking and investment accounts at other institution upon direction of the client and/or administrative officer's request
+ Initiate entries to pay bills for Trust clients
+ Communicating with Trust Administrator regarding liquidity needs for living expenses, gifting purposes, and tax purpose
+ Setting up quarterly, annual, and monthly distributions for clients and assuring that these transactions are accurate and completed in a timely manner. This will involve setting up regular payments on the trust system. These payments are usually done via check or direct deposit into the clients checking or investment account at another institution
+ Follow procedures for opening and closing Trust Accounts
+ Gathering and distribution of tangible and intangible assets (stocks, bonds, cash, limited partnerships, and other assets)
+ Setting up statements on the trust system, which will enable clients to receive account information on monthly, quarterly, bi annual or annual basis
+ Preparing court accountings and other documents in a timely manner
+ Make sure that client records are correct on the system and that new information is added to and maintained correctly in the vault on file
+ Assist the Administrator in performing daily operational tasks, such as client contact, faxing, copying, delivering of documents, answering phones, loading documents in Compliance Services and serving in a backup role in the absence of the Trust Officer
**Education and/or Work Experience Requirements:**
+ Ability to operate a PC
+ Proficiency in Microsoft Office applications (Word and Excel) a must
+ Preferred Trust/Securities and processing experience
+ Must be highly detailed oriented
+ Must be able to prioritize, manage time, finish projects timely, and complete daily tasks with little or limited supervision
+ Must have good oral & written skills and ability to communicate well with clients & co-workers
+ The ability to work as a team member
+ Must be highly service oriented
+ Hours: MONDAY - FRIDAY 8AM - 5PM
**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
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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.
$28k-33k yearly est. 22d ago
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Banking Center Operations Coordinator
First Horizon Corp 3.9
First Horizon Corp job in Franklin, TN
Weekly Scheduled Hours: Monday- Thursday 9 AM-4 PM, Friday 9 AM -6PM, Rotating Saturdays 9AM -1PM Provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the transactional processing staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all policies and procedures affecting the day-to-day operations. Perform related duties as required to assist in achieving banking center goals. Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment, which include the duties and responsibilities described herein.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Operational efficiency
* Oversee center cash operations including cashboxes, vault, ATM, and TCRs to ensure center cash is managed, balanced, and secured within the established limits following bank policy.
* Process client transactions accurately and efficiently and using sound judgment when providing approvals and overrides to safeguard against fraud and errors.
* Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team.
* Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures.
* Mitigate the bank's risk as outlined in the Compliance and risk management section below including assisting with cash audits and ensuring accurate record retention.
Compliance and risk management
* Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
* Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers' difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions.
* Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing.
* Control the inventory of cash, Official Checks and Personal Money Orders through dual control.
Client experience
* Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively.
* Ensure an excellent overall client experience by assisting clients with select service needs.
* Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support in order to keep client wait times to a minimum.
* Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Sales and service
* Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
* Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and associates.
Team management
* Maintain workflow and handle scheduling the associates supporting financial transactions.
* Observe, coach, and lead the transactional processing team to ensure all strategic initiatives are executed effectively.
* Assist in evaluating employee performance and counseling when needed.
* Assist in determining and satisfying training needs and establish performance plans.
* Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff.
* Assist in conducting meetings to promote sales, product knowledge and client service
Perform all other job related duties as assigned
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
1. High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience
COMPUTER AND OFFICE EQUIPMENT SKILLS
1. Microsoft Office suite
CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)
None required
DeGarmo Behavioral Assessment Requirement
* All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
* The assessment takes approximately 12-15 minutes to complete
* Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
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
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$30k-36k yearly est. 1d ago
Business Banking Director
Old National Bank 4.4
Brentwood, TN job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Business Banking Director that will be responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with businesses, industries, developers and consumers. The Business Banking Director maintains acceptable credit quality and appropriate loan pricing. Team portfolio management and client relationship expansion, including partner referrals, are critical for success in this position.
Salary Range
The salary range for this position is $127,900 - $258,600 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Spearhead the development and growth of Business Banking to execute relationships with clients and prospects focusing on revenue generation, retention, and identifying growth opportunities.
Communicates sales goals and expectations and manages performance of relationship managers.
Leads sales management efforts and activities including weekly sales meetings, business development calls, client relations and coaching of relationship managers.
Partners with Treasury Management and Merchant Services, Wealth, Swap, Community Banking and others to offer solutions that deepen client relationships.
Prospects businesses with focus on businesses with revenue sizes between $5MM - $50MM and credit exposure of $1MM - $10MM - along with deposit opportunities.
Works to achieve assigned team's sales goals through proactive activities and behaviors that lead to results.
Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships.
Leverages centers of influence to build a network and create a pipeline of business.
Ensures that the team is managing a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards.
Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships.
Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets.
Key Competencies for Position
Develops Talent - Maximizes capabilities within team.
Develops team members' effectiveness in their current and future roles through development activities.
Identifies issues, continuously provides coaching, mentoring, feedback and support to aid in building trust, development and promotability.
Cultivates an environment of trust and optimizes talents and capabilities of team.
Identifies the right people for the right role while leveraging diversity.
Strategy in Action - Fosters strategic capability in self and others.
Connects work to the broader goals (i.e., team, line of business) and communicates team member's role in contributing to Old National's strategy and goals.
Demonstrates awareness and understanding of environmental factors influencing their role.
Anticipates, identifies, and articulates potential issues and opportunities and effectively responds.
Identifies immediate, near-term opportunities required for business impact while exploring multiple viewpoints to generate and implement new ideas improving performance.
Inspires others to personally contribute to the organization's success for the long term.
Makes Decisions & Solves Problems - Seeks deeper understanding, identifies alternative solutions, and drives sound decisions.
Identifies, evaluates, and owns problems and opportunities along with possible solutions through effective collaboration.
Collaborates and seeks to identify what caused the issue, comparing data from different sources within Old National to draw conclusions.
Uses effective approaches for choosing a course of action or developing appropriate solutions resulting in sound decisions.
Implements appropriate solutions and evaluates results within team.
Delights Clients - Consistently seeks and leverages knowledge creating a best-in-class experience for clients and team members.
Supports an environment for passionately serving internal/external clients with excellence.
Nurtures a growth mindset by staying current with developments and trends related to role and sharing information with team identifying potential client impact.
Understands data, metrics and/or financial information and how they tie to business outcomes related to client, team and business area.
Creates an environment of accountability where team nurtures client relationships by listening, prioritizing and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Qualifications and Education Requirements
Bachelor's degree and/or H.S. Diploma/GED with equivalent work experience.
Minimum 10 years relevant Business Banking experience.
Proven leadership experience, including prior management of relationship managers.
Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships.
Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures.
Very high level of written and verbal communication skills.
Must have a proven track record of successful sales performance with strong business development skills and portfolio management skills.
Very high level of sales, negotiation and financial analysis skills.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$64k-86k yearly est. Auto-Apply 60d+ ago
Licensed Invest Support Specialist I-Tennessee
Fifth Third Bank, N.A 4.6
Franklin, TN job
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 Licensed Investment Support Specialist II provides office management support for registered securities representatives (e.g., Investment Executives, or Wealth Management Advisors).
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:
+ Provide daily administrative support to designated registered representatives, and existing and potential clients.
+ Provide guidance to the banking center partners as requested.
+ Process and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc.
+ Perform account maintenance including opening new accounts, money transfer requests, executing orders, address changes, etc.
+ Ensure that all assigned trading transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards
+ Maintain close contact with clients in order to ensure that they are informed about industry changes while deepening the relationship and serving the best interest of the client.
+ Educate and coach business partners on current market conditions, products, compliance and operational duties.
+ Support multiple registered securities representatives or representatives with very large books of business.
+ Handle various administrative functions for the registered securities representatives including but not limited to executing trades.
+ Ensure that all trading activity complies with federal and internal compliance regulations and guidelines.
+ Work closely with Banking Center or Private Bank partners to identify new client opportunities and deepen existing client relationships.
+ Help with onboarding of Investment Executives, Wealth Management Advisors, or Licensed Investment Support Specialists as requested.
+ Perform other projects or duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ High school diploma or equivalent. Bachelors degree in Finance, Economics, or Business Management preferred.
+ Securities Industry Essentials (SIE), Series 7, 66 (or 65 and 63), appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification are required as documented in the Fifth Third Securities Licensing Guidelines.
+ Five (5) years of brokerage or related financial services experience.
+ Excellent understanding of the financial industry, compliance regulations, daily operational duties and investment brokerage/banking products. Prior Brokerage experience preferred.
+ Excellent communication and organizational skills.
+ Must be able to work independently with limited supervision.
+ Must be able to prioritize and effectively manage multiple tasks at once.
+ Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and Power Point.
+ Strong verbal and written communication and negotiation skills.
+ Ability to meet deadlines under pressure utilizing excellent time management skills.
WORKING CONDITIONS:
+ Normal office environment with little exposure to dust, noise, temperature and the like.
#LI-JS1
Licensed Invest Support Specialist I-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.
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 -- Franklin, Tennessee 37064
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.
$41k-53k yearly est. 25d ago
Market Service Leader
Old National Bank 4.4
Murfreesboro, TN job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Community Banking Market Service Leader (MSL) that will be responsible in assisting the Community Banking Market Manager and the Banking Center Managers in a defined market relative to the oversight of the cash handling and daily operations of the banking centers. These areas include assisting with mentoring on cash handling policies and procedures, along with monitoring of operational and exception reports.
The Market Service Leader supports client sales and service expectations by ensuring team members have appropriate product knowledge and conduct relevant discussions to uncover client needs and/or to provide referrals under a Relationship Banking client experience model.
Market Service Leaders are responsible for contributing to the sales efforts of the market through their individual performance during staffing shortages or from planned client servicing responsibilities in order to maintain their own proficiency and as a people leader for their team's proficiency.
The Market Service Leader is the liaison with Community Banking Operations and Risk partners. Market Service Leaders supervise the Market float positions to ensure sufficient staffing support is available at all market locations.
Key Accountabilities
Market Service Leader
* Provide operational and service guidance to market banking centers to ensure all client service standards are met or exceeded.
* Remain proficient in products and systems to appropriately coach their direct reports and to be available to support client needs for staffing shortages, partnership activities and Saturday coverages.
* Conduct regular meetings with banking centers to build technical knowledge, proactively review new policies/procedures, and identify areas for consistency in the banking center.
* Responsible for reviewing daily/weekly/monthly operational reports and taking appropriate actions to oversee clearing of missing or exception items such as cash over/short items, missing CIP information or signature cards, and supporting safe deposit audits.
Supervise Market Float Positions
* Supervise and schedule the market float positions to ensure appropriate staffing is available in banking centers needing support due to vacations, leaves of absence, or staffing shortages.
* Ensure market float staff have appropriate training to complete responsibilities and understand expectations as they move among banking centers.
* Manage float staffing level according to the Market Model, interviewing and hiring market staff in partnership with the Community Banking Market Manager.
Support and Lead Change Management
* Partner with Banking Center Managers, Community Banking Operations Partners and Risk, as appropriate, to identify best practices, opportunities for improved efficiency, operational risks, training needs and client service opportunities. Implements and supports various change management activities, helping team members understand what needs to be done differently, identifies potential impacts/risks and develops actionable plans. Job Title:
Key Competencies for Position
Technical Knowledge
* Possesses the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
* Experience with teller and banker processes and systems, consumer loan input and processing along with branch capture and end of day responsibilities.
* Knowledge of workflows to support client needs and support partners.
People Leadership:
* Actively seeks to attract the best talent and to develop team members effectiveness in their current and future roles, encourages and values diversity.
* Gives, receives, and asks for feedback, creates a supportive, encouraging environment which empowers team members to stretch beyond what they thought they could do, while holding team members accountable for goals and deliverables.
* Leads through change and earns agreement from team members.
* Influences peers and other team members without direct reporting relationship.
Communication/Collaboration
* Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience, and selects suitable delivery methods.
* Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives.
Execution Leadership
* Problem Solver seeking to identify what caused the issue, incorporates input from multiple sources to ensure effective action and shared ownership.
* Committed to achieving established goals, overcoming obstacles, and continuously learning to improve performance.
Skills and Qualifications:
* Associate degree in business related field or equivalent combination of education and relevant work experience.
* 3+ years of experience in banking with retail sales, and/or customer service a plus.
* Prior supervisory experience preferred and/or demonstrated leadership experience
* NMLS registered or eligible to register with the National Mortgage Licensing System and Registry
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
$27k-33k yearly est. Auto-Apply 26d ago
Community Development Mortgage Loan Officer
Old National Bank 4.4
Brentwood, TN job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. A unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Old National Bank has an opportunity for a Community Development Mortgage Loan Originator. This position will focus on Community Reinvestment Act (CRA) and Multicultural Originations. The Community Development Mortgage Loan Originator is responsible for generating residential mortgages to Low to Moderate Income (LMI) communities, majority-minority communities, LMI individuals and minority individuals (e.g. Black or African American, Hispanic, American Indian and Asian/Hawaiian/Pacific Islander).
Salary Range
The salary range for this position is $00.00 - $60,000 base/ plus commission per year. Final salary will be determined based on factors such as location, experience, skills and qualifications.
Essential Duties:
Originate mortgage loans to achieve production goals.
Self-source loans through established referral partners, community organizations, housing agencies, local business leaders, realtors and other referral sources.
Convert leads into applications, present personalized mortgage solutions, produce required disclosure and collect documents needed to satisfy loan conditions.
Manage pipeline from origination through closing and complete required management reports.
Consult with internal partners to ensure superior customer service delivery.
Utilize ONB reference tools and resources to provide accurate and up-to-date loan information to customers and business partners.
Promote home ownership focusing on properties located in majority-minority census tracts.
Coordinate and conduct home-buying training seminars for potential CRA and multicultural origination mortgage applicants.
Partner with community, non-profit and government agencies focused on affordable housing programs or minority communities.
Qualifications:
3-5 years of experience in the area of community and diversity mortgage loan origination.
Working knowledge of FHA, conventional and governmental lending guidelines; federal lending regulations; CRA, Multicultural and HUD income guidelines.
Must have competent computer skills.
Must have strong verbal and written communication skills.
Must have competent skills in organizational and time management along with the ability to multi-task.
Licenses/Certifications: must be eligible to register with the National Mortgage Licensing System and Registry (NMLS)
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
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
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$31k-39k yearly est. 60d+ ago
Financial Center Manager - Indian Hills
Fifth Third Bank, N.A 4.6
Murfreesboro, TN job
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.
Financial Center Manager - Indian Hills
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 -- Murfreesboro, Tennessee 37127
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. 2d ago
Senior Relationship Banker
First Horizon Corp 3.9
First Horizon Corp job in Franklin, TN
Weekly Scheduled Hours: 8:00 - 4:15 M - TH, F 8:30 - 5:30, Sat 8:30 - 1:15 The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex assignments.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Sales and Business Development
* Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
* Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
* Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
* Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
* Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
* Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
Client experience
* Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
* Deliver excellent client experiences consistently and promptly resolve client issues effectively.
* Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
* Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
* Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel.
* Assist banking center management with "on the job training" of new associates.
* Assist with dual control vault responsibilities and audit controls.
* Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
* Perform all other job related duties as assigned.
SUPERVISORY RESPONSIBILITIES
No supervisory responsibilities
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required.
* High school diploma or general education degree (GED)
* 5+ years of experience
COMPUTER AND OFFICE EQUIPMENT SKILLS
Microsoft Office Suite, Salesforce
CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)
None required.
NMLS Language
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
DeGarmo Behavioral Assessment Requirement
* All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
* The assessment takes approximately 12-15 minutes to complete
* Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
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
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$32k-37k yearly est. 10d ago
Teller
First Horizon Bank 3.9
First Horizon Bank job in Murfreesboro, TN
**Weekly Scheduled Hours:** Monday -Thursday 8:30-4:30 Friday 8:30-5:30 Saturday 8:30-12:30 Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for recommending bank products or referring clients to other areas of the Bank. Develop and retain long-term and profitable client relationships to maximize revenue growth. Responsible for maintaining high customer service and procedural standards. Provides fulfillment of retail banking products either through referral-based leads, prospecting lists or self-sourcing. Monitors and maintains control of cash.
**Essential Duties and Responsibilities:**
**Operational efficiency**
+ Handle a cash drawer; ensuring proper control of cash drawer; follow all audit and security policies and procedures.
+ Process deposits, withdrawals, transfers and loan payment transactions for customers.
+ Process miscellaneous transactions (bonds, municipal coupons, money orders, etc.).
+ Assist in daily balancing and processing of ATM(s), including the processing of all entries.
+ Assist in the verification of deposits in the night and lobby depository.
+ Assist with the dual control vault responsibilities.
+ Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
**Client experience**
+ Deliver excellent client experiences consistently and promptly resolve client issues effectively.
+ Ensure an excellent overall client experience by assisting clients with select service needs.
+ Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
**Sales and service**
+ Identify cross selling opportunities and refer clients/prospects to the appropriate team.
+ Promote bank products and services to further enhance client relationships.
**Compliance and risk management**
+ Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
+ Perform all other job related duties as assigned.
**Qualifications:**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the education and experience required and/or preferred as noted.
High school diploma or GED required and 6 months of cash handling or teller experience strongly preferred or equivalent combination of education and experience.
**Computer and Office Equipment Skills**
Microsoft Office Suite
In addition, 10-key calculator; coin counter.
**DeGarmo Behavioral Assessment Requirement**
+ All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
+ The assessment takes approximately 12-15 minutes to complete
+ Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
$29k-34k yearly est. 17d ago
Senior Treasury Management Sales Officer
First Horizon Bank 3.9
First Horizon Bank job in Brentwood, TN
The Commercial Treasury Management Sales Officer Sr. primary function is to perform all aspects of business development for existing, new, and prospective Treasury Management product sales to all Lines of Business. The role will be responsible for consistently attaining annual sales goals and sales activity targets by developing and executing a business plan and strategy based on corporate goals and initiatives. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
+ Grow Treasury Product revenue through direct sales to meet all assigned goals
+ Utilize networking, community and public relations activities to identify prospective Treasury Management client opportunities
+ Perform product research and identify appropriate solutions for customer requirements and satisfaction
+ Communicate and coordinate with assigned Relationship Managers to support and develop relationships with business clients and partners
+ Review sales goals with Relationship Managers and ensure RMs are advised of calling strategies, product strategies and initiatives
+ Partner with Relationship Managers to develop annual business plans that include prospect and client growth objectives and collaboratively track success to plan throughout the fiscal year.
+ Understand client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points
+ Understand our competitors' environment, capabilities and gaps to effectively position First Horizon Treasury Management Services value proposition
+ Prepare analysis pro forma and sales proposals for client presentations with the support of the Treasury Management Sales Analyst
+ Demonstrate proficient in knowledge of all strategic TM solutions and their benefits to our clients
+ Perform solutions oriented working capital analysis to drive product adoption for clients and prospects
+ Participate on client calls and analyze client treasury services requirements
+ Assist Treasury clients with product training and product demonstrations as needed
+ Manage work load of assigned Treasury Management Sales Analyst for efficient onboarding and exceptional client experience
+ Gather data and prepare reports for Sr. Management and Relationship Managers
+ Support onboarding and Treasury Management Support teams as needed
+ Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time
+ Administer work according to internal and external policies and procedures of the bank
+ Support organizational growth
+ Other duties as assigned
**EXPERIENCE**
+ Bachelor's Degree required
+ 6+ years of experience in Treasury Management Sales
+ CTP or MBA Preferred
+ Knowledge of Account Analysis and Treasury Management Pricing required
+ Understanding of Payment and Receivable processes and working capital and cash flow analysis
**SKILLS AND ABILITIES REQUIRED**
+ Excellent communication skills required, both written and verbal
+ Strong attention to detail and good planning and organization skills
+ Seize opportunities without direction
+ Proficient in working capital and cash flow conversion analysis
+ Excellent Client Service skills
+ Able to modify sales approach to suit client personalities
+ Adaptable, open to, and respectful of differing points of view
+ Ability to cope with organizational change in a positive manner
+ Anticipate change in business environment
+ Able to manage multiple demands and shifting priorities
+ Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred
**Hours** :
+ Monday - Friday
+ 8:00 AM - 5:00 PM
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (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.
$95k-115k yearly est. 60d+ ago
CCL Renewal Underwriter
First Horizon Bank 3.9
First Horizon Bank job in Brentwood, TN
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 ******************** (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.
$32k-45k yearly est. 51d ago
Licensed Invest Support Specialist I-Tennessee
Fifth Third Bank 4.6
Franklin, TN job
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 Licensed Investment Support Specialist II provides office management support for registered securities representatives (e.g., Investment Executives, or Wealth Management Advisors).
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:
Provide daily administrative support to designated registered representatives, and existing and potential clients.
Provide guidance to the banking center partners as requested.
Process and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc.
Perform account maintenance including opening new accounts, money transfer requests, executing orders, address changes, etc.
Ensure that all assigned trading transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards
Maintain close contact with clients in order to ensure that they are informed about industry changes while deepening the relationship and serving the best interest of the client.
Educate and coach business partners on current market conditions, products, compliance and operational duties.
Support multiple registered securities representatives or representatives with very large books of business.
Handle various administrative functions for the registered securities representatives including but not limited to executing trades.
Ensure that all trading activity complies with federal and internal compliance regulations and guidelines.
Work closely with Banking Center or Private Bank partners to identify new client opportunities and deepen existing client relationships.
Help with onboarding of Investment Executives, Wealth Management Advisors, or Licensed Investment Support Specialists as requested.
Perform other projects or duties as assigned.
SUPERVISORY RESPONSIBILITIES: None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
High school diploma or equivalent. Bachelors degree in Finance, Economics, or Business Management preferred.
Securities Industry Essentials (SIE), Series 7, 66 (or 65 and 63), appropriate state resident insurance licenses for Life, Health, Long Term Care, and Variable Annuity certification are required as documented in the Fifth Third Securities Licensing Guidelines.
Five (5) years of brokerage or related financial services experience.
Excellent understanding of the financial industry, compliance regulations, daily operational duties and investment brokerage/banking products. Prior Brokerage experience preferred.
Excellent communication and organizational skills.
Must be able to work independently with limited supervision.
Must be able to prioritize and effectively manage multiple tasks at once.
Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and Power Point.
Strong verbal and written communication and negotiation skills.
Ability to meet deadlines under pressure utilizing excellent time management skills.
WORKING CONDITIONS:
Normal office environment with little exposure to dust, noise, temperature and the like.
#LI-JS1
Licensed Invest Support Specialist I-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.
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 -- Franklin, Tennessee 37064
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.
$41k-53k yearly est. Auto-Apply 6d ago
Market Service Leader
Old National Bank 4.4
Murfreesboro, TN job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Community Banking Market Service Leader (MSL) that will be responsible in assisting the Community Banking Market Manager and the Banking Center Managers in a defined market relative to the oversight of the cash handling and daily operations of the banking centers. These areas include assisting with mentoring on cash handling policies and procedures, along with monitoring of operational and exception reports.
The Market Service Leader supports client sales and service expectations by ensuring team members have appropriate product knowledge and conduct relevant discussions to uncover client needs and/or to provide referrals under a Relationship Banking client experience model.
Market Service Leaders are responsible for contributing to the sales efforts of the market through their individual performance during staffing shortages or from planned client servicing responsibilities in order to maintain their own proficiency and as a people leader for their team's proficiency.
The Market Service Leader is the liaison with Community Banking Operations and Risk partners. Market Service Leaders supervise the Market float positions to ensure sufficient staffing support is available at all market locations.
Key Accountabilities
Market Service Leader
Provide operational and service guidance to market banking centers to ensure all client service standards are met or exceeded.
Remain proficient in products and systems to appropriately coach their direct reports and to be available to support client needs for staffing shortages, partnership activities and Saturday coverages.
Conduct regular meetings with banking centers to build technical knowledge, proactively review new policies/procedures, and identify areas for consistency in the banking center.
Responsible for reviewing daily/weekly/monthly operational reports and taking appropriate actions to oversee clearing of missing or exception items such as cash over/short items, missing CIP information or signature cards, and supporting safe deposit audits.
Supervise Market Float Positions
Supervise and schedule the market float positions to ensure appropriate staffing is available in banking centers needing support due to vacations, leaves of absence, or staffing shortages.
Ensure market float staff have appropriate training to complete responsibilities and understand expectations as they move among banking centers.
Manage float staffing level according to the Market Model, interviewing and hiring market staff in partnership with the Community Banking Market Manager.
Support and Lead Change Management
Partner with Banking Center Managers, Community Banking Operations Partners and Risk, as appropriate, to identify best practices, opportunities for improved efficiency, operational risks, training needs and client service opportunities. Implements and supports various change management activities, helping team members understand what needs to be done differently, identifies potential impacts/risks and develops actionable plans. Job Title:
Key Competencies for Position
Technical Knowledge
Possesses the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
Experience with teller and banker processes and systems, consumer loan input and processing along with branch capture and end of day responsibilities.
Knowledge of workflows to support client needs and support partners.
People Leadership:
Actively seeks to attract the best talent and to develop team members effectiveness in their current and future roles, encourages and values diversity.
Gives, receives, and asks for feedback, creates a supportive, encouraging environment which empowers team members to stretch beyond what they thought they could do, while holding team members accountable for goals and deliverables.
Leads through change and earns agreement from team members.
Influences peers and other team members without direct reporting relationship.
Communication/Collaboration
Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience, and selects suitable delivery methods.
Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives.
Execution Leadership
Problem Solver seeking to identify what caused the issue, incorporates input from multiple sources to ensure effective action and shared ownership.
Committed to achieving established goals, overcoming obstacles, and continuously learning to improve performance.
Skills and Qualifications:
Associate degree in business related field or equivalent combination of education and relevant work experience.
3+ years of experience in banking with retail sales, and/or customer service a plus.
Prior supervisory experience preferred and/or demonstrated leadership experience
NMLS registered or eligible to register with the National Mortgage Licensing System and Registry
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
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If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$27k-33k yearly est. Auto-Apply 27d ago
Senior Relationship Banker
First Horizon Bank 3.9
First Horizon Bank job in Franklin, TN
**Weekly Scheduled Hours** : 8:00 - 4:15 M - TH, F 8:30 - 5:30, Sat 8:30 - 1:15 The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex assignments.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
**Sales and Business Development**
- Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
- Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
- Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
- Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
- Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
- Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
**Client experience**
- Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
- Deliver excellent client experiences consistently and promptly resolve client issues effectively.
- Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
**Compliance and risk management**
- Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
**Operational efficiency**
- Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel.
- Assist banking center management with "on the job training" of new associates.
- Assist with dual control vault responsibilities and audit controls.
- Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
- Perform all other job related duties as assigned.
**SUPERVISORY RESPONSIBILITIES**
No supervisory responsibilities
**QUALIFICATIONS**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required.
- High school diploma or general education degree (GED)
- 5+ years of experience
**COMPUTER AND OFFICE EQUIPMENT SKILLS**
Microsoft Office Suite, Salesforce
**CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)**
None required.
**NMLS Language**
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
**DeGarmo Behavioral Assessment Requirement**
+ All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
+ The assessment takes approximately 12-15 minutes to complete
+ Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
**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
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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.
$32k-37k yearly est. 10d ago
Banking Center Operations Coordinator
First Horizon Corp 3.9
First Horizon Corp job in Murfreesboro, TN
Provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the transactional processing staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all policies and procedures affecting the day-to-day operations. Perform related duties as required to assist in achieving banking center goals. Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment, which include the duties and responsibilities described herein.
Weekly Scheduled Hours: Monday- Thursday 8-4:30 Friday 8-5 2 saturdays a month 8:30- 12
ESSENTIAL DUTIES AND RESPONSIBILITIES
Operational efficiency
* Oversee center cash operations including cashboxes, vault, ATM, and TCRs to ensure center cash is managed, balanced, and secured within the established limits following bank policy.
* Process client transactions accurately and efficiently and using sound judgment when providing approvals and overrides to safeguard against fraud and errors.
* Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team.
* Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures.
* Mitigate the bank's risk as outlined in the Compliance and risk management section below including assisting with cash audits and ensuring accurate record retention.
Compliance and risk management
* Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
* Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers' difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions.
* Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing.
* Control the inventory of cash, Official Checks and Personal Money Orders through dual control.
Client experience
* Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively.
* Ensure an excellent overall client experience by assisting clients with select service needs.
* Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support in order to keep client wait times to a minimum.
* Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Sales and service
* Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.
* Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and associates.
Team management
* Maintain workflow and handle scheduling the associates supporting financial transactions.
* Observe, coach, and lead the transactional processing team to ensure all strategic initiatives are executed effectively.
* Assist in evaluating employee performance and counseling when needed.
* Assist in determining and satisfying training needs and establish performance plans.
* Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff.
* Assist in conducting meetings to promote sales, product knowledge and client service
Perform all other job related duties as assigned
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
1. High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience
COMPUTER AND OFFICE EQUIPMENT SKILLS
1. Microsoft Office suite
CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)
None required
DeGarmo Behavioral Assessment Requirement
* All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
* The assessment takes approximately 12-15 minutes to complete
* Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
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
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$30k-36k yearly est. 18d ago
Senior Treasury Management Sales Officer
First Horizon 3.9
First Horizon job in Brentwood, TN
The Commercial Treasury Management Sales Officer Sr. primary function is to perform all aspects of business development for existing, new, and prospective Treasury Management product sales to all Lines of Business. The role will be responsible for consistently attaining annual sales goals and sales activity targets by developing and executing a business plan and strategy based on corporate goals and initiatives. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Grow Treasury Product revenue through direct sales to meet all assigned goals
Utilize networking, community and public relations activities to identify prospective Treasury Management client opportunities
Perform product research and identify appropriate solutions for customer requirements and satisfaction
Communicate and coordinate with assigned Relationship Managers to support and develop relationships with business clients and partners
Review sales goals with Relationship Managers and ensure RMs are advised of calling strategies, product strategies and initiatives
Partner with Relationship Managers to develop annual business plans that include prospect and client growth objectives and collaboratively track success to plan throughout the fiscal year.
Understand client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points
Understand our competitors' environment, capabilities and gaps to effectively position First Horizon Treasury Management Services value proposition
Prepare analysis pro forma and sales proposals for client presentations with the support of the Treasury Management Sales Analyst
Demonstrate proficient in knowledge of all strategic TM solutions and their benefits to our clients
Perform solutions oriented working capital analysis to drive product adoption for clients and prospects
Participate on client calls and analyze client treasury services requirements
Assist Treasury clients with product training and product demonstrations as needed
Manage work load of assigned Treasury Management Sales Analyst for efficient onboarding and exceptional client experience
Gather data and prepare reports for Sr. Management and Relationship Managers
Support onboarding and Treasury Management Support teams as needed
Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time
Administer work according to internal and external policies and procedures of the bank
Support organizational growth
Other duties as assigned
EXPERIENCE
Bachelor's Degree required
6+ years of experience in Treasury Management Sales
CTP or MBA Preferred
Knowledge of Account Analysis and Treasury Management Pricing required
Understanding of Payment and Receivable processes and working capital and cash flow analysis
SKILLS AND ABILITIES REQUIRED
Excellent communication skills required, both written and verbal
Strong attention to detail and good planning and organization skills
Seize opportunities without direction
Proficient in working capital and cash flow conversion analysis
Excellent Client Service skills
Able to modify sales approach to suit client personalities
Adaptable, open to, and respectful of differing points of view
Ability to cope with organizational change in a positive manner
Anticipate change in business environment
Able to manage multiple demands and shifting priorities
Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred
Hours:
Monday - Friday
8:00 AM - 5:00 PM
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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$95k-115k yearly est. 60d+ ago
Client Specialist - Community Private Client
First Horizon Corp 3.9
First Horizon Corp job in Murfreesboro, TN
Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. Provide assistance to the Commercial and Private Banking Relationship Managers.
Responsibilities
* Provide Commercial Lending Support to Commercial Relationship Managers
* Review and Fund Loans
* Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
* Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency.
* Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services
* Authorize payment and fees of commercial client overdrafts
* Approve and process commercial client's withdrawals on lines of credit
* Communicate with clients, attorney's, insurance companies, title companies, and various other professionals
* Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC
* Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
* Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents
* Data extraction and reporting: Extract, clean, and transform data from various sources, ensuring data accuracy and integrity. Generate regular reports, presenting data findings to leaders in a clear and concise manner.
* Experience with data visualization tools and systems (e.g., Tableau, Power BI, Excel, Salesforce, NCino, and PowerPoint).
Requirements
* High school diploma or GED and 2-4 years of experience or equivalent combination of education and experience
* Proficiency with MS 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
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$28k-33k yearly est. 3d ago
CCL Renewal Underwriter
First Horizon Corp 3.9
First Horizon Corp job in Brentwood, TN
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
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$32k-45k yearly est. 51d ago
Teller
First Horizon 3.9
First Horizon job in Murfreesboro, TN
Weekly Scheduled Hours: Monday -Thursday 8:30-4:30 Friday 8:30-5:30 Saturday 8:30-12:30
Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for recommending bank products or referring clients to other areas of the Bank. Develop and retain long-term and profitable client relationships to maximize revenue growth. Responsible for maintaining high customer service and procedural standards. Provides fulfillment of retail banking products either through referral-based leads, prospecting lists or self-sourcing. Monitors and maintains control of cash.
Essential Duties and Responsibilities:
Operational efficiency
Handle a cash drawer; ensuring proper control of cash drawer; follow all audit and security policies and procedures.
Process deposits, withdrawals, transfers and loan payment transactions for customers.
Process miscellaneous transactions (bonds, municipal coupons, money orders, etc.).
Assist in daily balancing and processing of ATM(s), including the processing of all entries.
Assist in the verification of deposits in the night and lobby depository.
Assist with the dual control vault responsibilities.
Stay informed of all operational updates and changes to ensure compliance with all current guidelines.
Client experience
Deliver excellent client experiences consistently and promptly resolve client issues effectively.
Ensure an excellent overall client experience by assisting clients with select service needs.
Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Sales and service
Identify cross selling opportunities and refer clients/prospects to the appropriate team.
Promote bank products and services to further enhance client relationships.
Compliance and risk management
Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Perform all other job related duties as assigned.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the education and experience required and/or preferred as noted.
High school diploma or GED required and 6 months of cash handling or teller experience strongly preferred or equivalent combination of education and experience.
Computer and Office Equipment Skills
Microsoft Office Suite
In addition, 10-key calculator; coin counter.
DeGarmo Behavioral Assessment Requirement
All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position
The assessment takes approximately 12-15 minutes to complete
Assessment results must be submitted prior to having your application evaluated by Talent Acquisition
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
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