First Horizon Bank jobs in Nashville, TN - 101 jobs
Trust Client Specialist
First Horizon Bank 3.9
First Horizon Bank job in Brentwood, TN
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 Nashville, TN
Weekly Scheduled Hours: Monday - Friday 8:30A-5:15P. One Saturday a month on a rotation, 8:45A-1:15P 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. 10d ago
Sec Ops Transformation Mgr, Sr
Old National Bank 4.4
Nashville, 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
The Physical Security Operational Transformation Manager, Sr is a strategic leadership role responsible for driving innovation across the physical security infrastructure. This includes leading initiatives that enhance security device capabilities, integrating threat intelligence into operations, and collaborating with cross-functional teams such as Facilities, Technology, and Procurement. Additionally, continuous industry benchmarking is a priority as the role is pivotal in directing a proactive physical security infrastructure posture.
Salary Range
The annual salary range for this position is $81,700 - $165,100. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
* Lead strategic planning and execution of security device innovation across the Old National Bank (ONB) footprint.
* Liaise with internal stakeholders to ensure alignment on physical security projects and investments.
* Oversee operational transformation initiatives by establishing project scopes; goals and objectives; milestones; budgets; resource allocations; risk management strategies; and communication plans.
* Support audit and regulatory examination readiness through documentation and process improvements.
* As a people leader, support the professional development of direct reports and supervise their activities to ensure Physical Security strategies and objectives are achieved.
* Contribute to the development of performance and risk indicators for physical security performance tracking.
* Lead Physical Security training and awareness activities across the organization to support the development of an enriched risk culture.
Key Competencies for Position
* Develops Talent:Cultivates team capabilities by identifying issues and continuously providing coaching, mentoring, and feedback.
* Promotes Change:Demonstrates agility while engaging team members to gain insight and ensure acceptance while deploying others to implement new solutions. Drives organizational change by adapting infrastructure strategies to evolving threats and compliance landscapes.
* Strategy in Action:Anticipates, identifies, and articulates potential issues and opportunities, and effectively responds. Aligns transformation initiatives with broader Physical Security and organizational strategies. Anticipates risks and formulates remediation plans.
* Compelling Communication:Communicates operational transformation initiatives timely and clearly across all levels of the organization.
* Makes Decisions and Solves Problems:Performs due diligence and selection activities over external service providers whose capabilities enable the execution of Physical Security strategies.
* Delights Clients:Nurtures a growth mindset by staying current with developments and trends, and sharing information about potential client (ONB team members and customers) impact. In addition, provides value to clients by continually understanding new and emerging security devices and technology for adoption consideration.
* Leads Inclusively:Builds inclusive practices that respect diverse perspectives and operational contexts.
* Personifies ONB Culture:Embodies organizational values in all operational transformation activities and fosters a culture of accountability and security.
Qualifications and Education Requirements
* Bachelor's degree in Criminal Justice, Security Management, Business Administration, or related field.
* 10+ years of experience in large scale physical security operational transformation initiatives focused on hardware and software.
* Proven leadership in cross-functional project management and strategic planning.
* Hold the Certified Protection Professional (CPP) and/or Physical Security Professional (PSP) certifications. Project Management Professional (PMP) certification is also desired, but not required.
* Strong knowledge of physical security regulations (e.g. Bank Protection Act).
* Strong communication and stakeholder engagement skills.
Key Measures of Success/Key Deliverables
* Timely execution of transformation initiatives aligned with Physical Security's strategic roadmap.
* Successful deployment of effective security infrastructure capabilities.
* Valuable threat intelligence integration.
* Successful examinations and audits.
* Effective management of the Physical Security training and awareness annual work plan.
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!
$81.7k-165.1k yearly Auto-Apply 56d ago
Administrative Assistant
Old National Bank 4.4
Nashville, 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
Job Summary
The Executive Assistant provides administrative support to the Senior Leader(s), as assigned. This role also provides administrative and general office manager support to Old National Leaders and provides administrative support and assistance to other Old National staff, including the TN Community Marketing & Engagement Manager, as directed.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
* Assist and support daily activities of, and calendaring for, Nashville Market President, Southeast Region President and other senior leaders as directed
* Enter ONB Cares hours for Senior Leader(s)
* Assist in projects as directed by Management and others
* Coordinate, schedule, and participate in meetings as required (take minutes, prepare agendas, maintain records); Assist in meetings as directed by Management and others
* Support Community Marketing & Engagement Manager across five SE markets, including:
* Market Executive Committee meetings
* Sponsored event attendance
* Assist with administration of invoices and expense reimbursements
* Prepare & distribute reports, presentations, spreadsheets as needed
* Maintain office organization and supplies (Nashville Gulch)
* Coffee Orders and Office Supplies
* Other supplies as needed for client/internal events
* Manage incoming mail and documents
* Manage ONB sports tickets for
* Tennessee Titans
* Nashville Predators
* University of Tennessee athletics (football, baseball, basketball)
* Ensure timely and appropriate handling of confidential and/or sensitive documents
* Manage incoming phone calls from vendors, customers, etc.
* Manage sponsorship requests, payments in Coupa and Smart Simple systems
* Assist with internal and community meetings and events, specifically ensuring strong attendance by ONB associates at sponsored events. This will mean attendance at events, which includes before/after traditional office hours
* Coordinate meetings and travel arrangements for ONB Leadership
* Serves as property liaison with property management company and other corporate departments (ONB Facilities Dept)
* Maintenance Requests
* Provide administrative support to other ONB staff as directed
Key Competencies for Position
Compelling Communication - Openly and effectively communicates with others.
* Effectively and transparently shares information and ideas with others.
* Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
* Unites others towards common goal.
* Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Makes Decisions & Solves Problems - Seeks deeper understanding and takes action.
* Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
* Collaborates and seeks to understands the root causes of problems.
* Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
* Takes action that is consistent with available facts, constraints and probable consequences.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
* Passionately serves internal/external clients with excellence.
* Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
* Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
* Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Personifies ONB Culture - Demonstrates pride in ONB.
* Consistently demonstrates Old National's culture and values in daily interactions.
* Models our values - how we show up in the workplace.
* Places the organization's goals before individual or team goals.
* Demonstrates the desire to be part of something beyond themselves by investing time, heart, and expertise to help clients and communities thrive.
Qualifications and Education Requirements
* H.S. Diploma/GED with equivalent work experience; Associates Degree in Administrative Services/Business preferred
* Minimum five (5) years of administrative and/or banking experience preferred
* Strong working knowledge of full Microsoft suite: Word, Excel, PowerPoint, Outlook, TEAMS, Forms, Stream, Yammer, SharePoint and other Video Conference software
* Strong communication and organizational skills
* Must be able to demonstrate flexibility and agility in approach to work and manage changing priorities and deadlines
* Ability to ensure proper management of confidential information
* Ability to communicate with team members at all levels within the organizations
* Excellent organizational skills with the ability to prioritize a multitude of tasks by volume, urgency, etc.
* Proficient in administrative tasks, filing, and general office skills; detail-oriented
* Ability to cross-functionally coordinate/collaborate various team projects & initiatives
* Ability to demonstrate creative design abilities used in the creation of a wide variety of content preferred
* Knowledge of event management systems such as Cvent preferred
* Flexibility to attend assigned events before, during, and after traditional office hours
Key Measures of Success/Key Deliverables
* Effective administration of responsibilities
* Contribute to the assigned team by achieving goals and delivering results
* Meet administrative support needs of assigned Senior Leaders
* Ensure timeliness and effectiveness in all aspects related to position
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!
$17 hourly Auto-Apply 60d+ ago
BSA/AML Business Sys Alst, Sr
Old National Bank 4.4
Nashville, 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
The Senior BSA/AML Business Systems Analyst will assist management in minimizing risk to the Bank by providing support to key systems used by the Financial Intelligence Unit (FIU) to detect and mitigate unusual activity and customers that may pose higher risk to the Bank. The analyst will provide superior support to all departments of BSA/AML and may also provide support to the Fraud department, as requested. The analyst must be able to work in a collaborative environment as well as manage multiple demands and deadlines. They must keep abreast with current and emerging money laundering and financial crime trends along with understanding the Risk Appetite of the Bank to manage, identify, and adjust to the changing BSA/AML risk landscape which includes the ability to structure "outside of the box" solutions. The position will report directly to the BSA/AML Systems Manager.
Key Accountabilities
Monitors performance of BSA AML systems/models
* Daily support of the bank's transaction monitoring system and other models, which includes monitoring the import of data, monitoring of alert generation, and resolution of data import issues
* Daily support of the Customer Risk Rating (CRR) model such as job completion, file downloads and error resolution
* Automate reports and processes of all areas of BSA/AML to create efficiencies
* Collaborate with all members of the BSA/AML Systems and IT partners on all BSA/AML System upgrades and patches
* Perform periodic and ongoing data validation of BSA/AML System data imports to ensure accuracy, integrity, and completeness of data
* Perform periodic and ongoing data validation of the CRR model and other models to ensure accuracy, integrity, and completeness
* Adheres to corporate change management processes and prepares sound documentation to support such changes
Develop new processes or reports to support BSA/AML/OFAC programs
* Development of reports and queries to support all BSA/AML teams based upon business requirements
* Assist with the development of new suspicious activity monitoring agents which may include development of SQL statements for implementation
* Assist with the development of new data imports or changes to data imports, as needed
Provide support to BSA AML departments and corporate teams
* Assist with testing related to mergers and divestitures and with corporate projects and initiatives that impact BSA/AML Systems, including the CRR Model
* Assist with data needs for BSA/AML Risk Assessment and any examinations
* Assist with data to be used in tuning of existing and development of new suspicious activity monitoring agents
Key Competencies for Position
* Develops Talent: Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs. Continuously develops self for current and future roles.
* Compelling Communication: Openly and effectively communicates with others to maintain transparency on information and ideas. Openly asks for others' opinions and ideas while listening actively to gain support even when clarifying expectations, agreeing on a solution, and checking for satisfaction.
* Makes Decisions & Solves Problems: Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency and to understand the root cause of problems. Evaluates new information and researches any positive or negative outcomes using decisions that are sound, based on what is known at the time.
* Leads Inclusively: Gathers information with curiosity and humility to learn more about others with differing backgrounds and cultures to be an advocate for diverse perspectives. Actively examines own biases and behaviors to avoid stereotypical responses.
Qualifications and Education Requirements
* Bachelor's Degree in Technology, Business, Data, Math, Statistics, or related field, preferred. An Associate degree with relevant experience may be considered
* 2-8 years relevant experience in BSA/AML, technology, or banking relevant business experience.
* Background in banking processes or banking compliance desirable
* CAMS, CAFP, or CRCM, preferred
* Advanced statistical model knowledge, including model development, documentation, implementation and calibration, preferred
* Experience with data mapping, documentation, and validation
* Ability to exercise logical and analytical processes to problem-solve and develop creative solutions
* Experience creating dashboards and reporting utilizing a variety of tools including PowerBi for use in management oversight
* Extensive knowledge with transaction monitoring systems, perferably Verafin
* Proficiency extracting data from databases (i.e., SQL)
* Excellent verbal and written communication skills and interpersonal skills
* Proven ability to work in a collaborative team environment while still completing assigned projects independently
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!
$85k-104k yearly est. Auto-Apply 22d ago
Data Governance Analyst
Old National Bank 4.4
Nashville, 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
Job Summary
The Data Governance Analyst will support the development and execution of enterprise-wide data governance initiatives. This role will focus on ensuring the integrity, quality, and protection of data assets through the implementation of governance frameworks, data quality controls, and metadata management practices. The Analyst will work closely with business units, IT, and compliance teams to support the organization's data governance strategy and ensure alignment with regulatory and risk management expectations.
Salary Range
The annual salary range for this position is $60,000.00 - $121,300.00. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Data Governance Operations
* Assist in the implementation and maintenance of the enterprise data governance framework, including policies, standards, and procedures.
* Support the development and execution of data quality rules, issue tracking, and remediation processes.
* Maintain and enhance metadata repositories and data catalogs using tools such as Informatica or Microsoft Purview.
Data Stewardship and Collaboration
* Partner with data owners, stewards, and business units to define and document data definitions, lineage, and usage.
* Facilitate working groups and workshops to gather requirements and promote data governance awareness across the organization.
Risk and Compliance Support
* Monitor and report on data governance metrics, including data quality trends, audit findings, and remediation progress.
* Support internal and external audits by providing documentation and evidence of data governance controls and practices.
Project and Initiative Support
* Contribute to enterprise initiatives such as the Modern Data Platform migration, report certification programs, and regulatory reporting enhancements.
* Participate in cross-functional projects to ensure data governance requirements are embedded in system implementations and process changes.
Qualifications and Education Requirements
* Bachelor's degree in information systems, Business, Risk Management, or a related field.
* 2+ years of experience in data governance, data management, or risk/compliance roles.
* Familiarity with data governance frameworks (e.g., DCAM, NIST Privacy Framework, FFIEC).
* Experience with data quality tools, metadata management platforms, and reporting tools.
* Strong analytical, communication, and collaboration 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, 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!
$60k-121.3k yearly Auto-Apply 60d+ ago
Data Protection Engineer, Sr.
Old National Bank 4.4
Nashville, 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
Job Summary
The Sr. Data Protection Engineer is responsible for leading the organization's efforts to identify, assess, and evaluate potential vulnerabilities and threats to the organization's Classified data. This includes conducting regular data risk assessments, recommending controls and countermeasures to mitigate identified risks, and monitoring the effectiveness of the implemented security measures.
Salary Range
The annual salary range for this position is $60,000.00 - $121,300.00. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Develop and Implement data protection strategies and initiatives, including classification and handling, data access controls, inventory, encryption, and retention.
Work closely with other stakeholders to enforce data protection related policy and respond to regulatory requirements.
Develop and maintain data security policies, procedures, standards, and ensure that they are followed by the entire organization
Work with cross-functional teams to create and maintain data inventories and data flows, and manage data sharing controls
Drive the design and implementation of data access controls, ensuring only authorized access to Classified data
CO-develop and implement data retention policy and procedures, ensure compliance with internal policy and external regulations
Enforce data encryption standards and strategies to secure data at rest and in transit
Lead incident response efforts related to data breach and work with stakeholders to mitigate impact
Lead and conduct regular data risk assessments to identify potential vulnerabilities and threats to the organization's data and information systems
Stay abreast of new developments in the field of cybersecurity and ensure that the organization's risk assessment and data security processes are aligned with industry standards and best practices
Represent the organization in external meetings and interactions with clients, stakeholders, and other industry experts as needed
Key Competencies for Position
Proven experience with data discovery, classification, handling, access, inventory, and retention
Proven experience with data protection technologies, such as encryption, tokenization and data loss prevention tools.
Experience with designing and implementing data security solutions for enterprise environments
Strong understanding of data protection regulations and standards.
Experience in developing and implementing data protection strategies and frameworks.
Excellent analytical and problem-solving skills.
Strong communication and interpersonal skills.
Ability to work cross-functionally and collaborate with various teams.
Qualifications and Education Requirements
Bachelor's degree in information security, Risk Management, or a related field.
Minimum of 5 years of experience in data protection, information security, or risk management.
Familiarity with data governance frameworks (e.g., DCAM, NIST Privacy Framework, FFIEC).
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$60k-121.3k yearly Auto-Apply 9h ago
Client PM Portfolio Mgr, Sr
Old National Bank 4.4
Nashville, 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 Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Senior Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on large complex accounts that require complex decision making and implementation. Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants.
Key Accountabilities
Management of investment portfolios:
Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's preferences.
Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies.
Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash.
Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
Transition non-compliant portfolios to approved strategies.
Manage account liquidity to provide for ongoing cash demands and distributions and risk management.
Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations. Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews.
Salary Range
The salary range for this position is $81,700 - $165,100 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Relationship management and development:
Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting.
Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment.
Prepares and presents detailed investment information to clients.
Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers.
Collaborates with other disciplines and partners to deliver an exceptional and cohesive client experience.
Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate.
Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction.
May provide leadership through interaction and mentoring of other investment associates.
Participate in weekly Portfolio Manager meetings.
Work individually or with a team on assigned projects.
Develops and maintains current industry knowledge and expertise
Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.
Accountable for personal execution of initiatives, new capability rollouts, and required training.
Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies.
Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions.
Skills and Qualifications
Bachelor's degree - Business, finance, economics or relevant degree.
Minimum 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives.
CFA or other advanced designation such as CPA or CFP
Graduate degree such as MBA or JD preferred
Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.)
10+ years of investment decision making and financial consulting experience working with high net worth clients.
May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.
Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through to agreement.
Requires specialized depth and/or breadth of expertise in own job discipline or field.
Interprets internal/external business challenges and recommends best practices to improve products, processes, or services.
Communicates difficult concepts and negotiates with others to adopt a different point of view.
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.)
$81.7k-165.1k yearly Auto-Apply 48d ago
Relationship Banker
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
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
* Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
* Cross sells products and services and refers to business product partners to ensure client needs are met.
* Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
* Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
* Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
* Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
* Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
* Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
* Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
* Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
* Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
* Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
* Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
* Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
* Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
* Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
* Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
* Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.
Relationship Banker
* Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
* Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
* High School diploma or GED Equivalent
* Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
* Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
* Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
* Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
* Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
* May manage an assigned client portfolio to handle all consumer banking relationship needs.
* Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
* Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
* High School diploma or GED Equivalent
* Minimum one year relationship-based client consultation and/or consultative sales experience
* Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
* Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
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!
$17 hourly Auto-Apply 8d 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
Private Banking Program Mgr
Old National Bank 4.4
Nashville, 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
The Private Banking Program Manager is a highly strategic and execution-focused role responsible for overseeing product development, operational processes, reporting, compliance, and strategic initiatives within the Private Banking division. This role ensures seamless delivery of deposit and lending products, manages procedural integrity, and drives process enhancements to support growth while delivering an exceptional client experience.
Salary Range
The salary range for this position is $98,400 - $199,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Product Ownership
* Collaborate with internal partners to develop and implement deposit and lending products tailored to Private Banking clients.
* Use competitive and market analysis, business goals, and technology capabilities to define and develop new product features and enhancement to existing products.
* Lead the development of operational playbooks to deploy various product promotions to ensure proper monitoring and fulfillment.
* Work with Finance and Treasury to establish appropriate pricing for deposit and loan products
* Partner with Marketing to create and maintain product materials and client communications.
* Act as subject matter expert for internal and external stakeholders
Operational Process Enhancements
* Build strong relationships with deposit, loan and payments operations teams.
* Lead operational process enhancements by identifying inefficiencies or risks in workflows and collaborate with team members and business partners to create solutions and implement improvements.
* Assist with account transition needs for departing and new Private Bankers including managing monthly lists of unassigned accounts.
* Track trends in account openings, closures and balance fluctuations to identify trends and sales opportunities
* Own sales reporting and measurement in partnership with Finance and Salesforce teams
Procedures & Documentation
* Own and maintain all operational policies and procedures, creating new processes where needed.
* Manage and update the Private Banking SharePoint/Intranet site to ensure accuracy and relevance.
Audit, Risk & Compliance
* Act as the liaison for internal and external audits and compliance findings, addressing and remediating identified issues.
Training & Onboarding
* Partner with Human Resources & Technology teams to establish onboarding and training protocols tailored to Private Banking
* Manage system entitlements and user access for Private Banking specific platforms
Special Projects: Lead and support strategic initiatives and ad hoc projects as assigned.
Key Competencies for Position
* Strategic Thinking
* Data-driven Analysis and Decision-Making Skills
* Strong Writing and Communication Skills
* Relationship Management
* Risk Awareness
* Process Improvement
* Attention to Detail
Qualifications and Education Requirements
* Bachelor's degree in Finance, Business Administration, or related field (preferred).
* 7+ years of experience in Private Banking, Wealth Management, or related financial services.
* Strong understanding of deposit and lending products, compliance, and operational processes.
* Excellent communication, organizational, and project management skills.
* Proficiency in Microsoft Office and SharePoint.
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!
$45k-66k yearly est. Auto-Apply 16d 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
Senior Credit Officer
Old National Bank 4.4
Nashville, 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 Senior Credit Officer that will be responsible for the daily activities of the Commercial Underwriters, maintaining an efficient workflow while promoting a collaborative experience between their direct reports, Relationship Managers, segment leadership, and other internal support areas. Within the Business Banking Credit Center (BBCC), the Senior Credit Officer oversees the underwriting of loan requests with aggregate exposures below $1 million. This individual will manage all activities of the BBCC UWs, which will include oversight of all analyst tasks and functions necessary to analyze, decision, and manage credit relationships in the Commercial portfolio, along with credit risk administration duties, orderly flow of credit approvals through the analysis process and productivity for all direct reports. Responsible to maintain loss ratios, accurately assess risk and assign the appropriate risk rating in an efficient manner following established underwriting guidelines and procedures. This position requires strong communication, leadership and critical thinking skills, thorough knowledge of industry and bank underwriting standards, and the confidence to make and support loan decisions
We are an in-office working environment. This position can be located in one of the offices within our footprint.
Salary Range
The annual salary range for this position is $106,100 - $214,600. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Ensure credit quality targets for the loan portfolio are met
* Ensure analyses of underwriters are appropriate and asset quality ratings are accurate
* Engage with Credit Strategy to leverage portfolio data and industry/market trends to provide administrative oversight of the Commercial loan portfolio
* Ensure compliance with established corporate standards for Commercial portfolio
* Understand the state of the loan portfolio, identifying areas of potential concern and growth opportunities
Coach, develop and maintain a competent team of credit professionals
* Develop Underwriters through appropriate training to ensure analysis on credit approval memorandums is accurate, factually correct and meets bank requirements to make fully informed credit decisions
* Assist with evaluating, analyzing, and decisioning eligible loan applications while exercising granted loan authority in a responsible manner
* Lead and coach a team of credit professionals and successfully motivate direct reports to perform at a high level and achieve their own performance and career objectives
* Maintain and grow analytical skills and industry knowledge through internal and external training and development opportunities
Maintain an environment that is collaborative, controlled, monitored, and efficient
* Collaborate with staff and production peers while executing the Bank's Commercial Strategy
* Empower team to engage with Commercial Relationship Managers, CBU Agents, and Documentation Specialists as applications progress through internal commercial lending processes and deploy problem solving and critical thinking skills as needed.
* Complete special projects at the direction of the Bank's credit administrators, which may include action and responses to OCC exams, internal audits, and loan review reports.
Key Competencies for Position
Develops Talent - Optimizes talent within business area to achieve goals
* Actively supports people development through formal programs as well as targeted stretch assignments
* Continuously evaluates talent within business area and is quick to take action to remove barriers and close talent gaps through effective feedback and coaching
* Cultivates an environment of trust and optimizes talents and capabilities within business area through a culture of continuous feedback and coaching
* Actively seeks to attract and retain best-in-class, diverse talent
Makes Decisions & Solves Problems - Proactively sources and analyzes comprehensive data to define and solve complex business problems that leads to sound decisions
* Proactively analyzes and owns qualitative and quantitative data to define business areas problems and opportunities through effective collaboration
* Collaborates to compile information needed to create a sound approach by leveraging internal and external resources
* Considers business area, organizational, and individual realities along with impact on the business before developing solutions and makes sound business decisions based on a blend of analysis, wisdom, experience and judgment
* Creates plan to meet goals and objectives within business areas diminishing gaps and evaluating progress along the way allowing for adjustments
Delights Clients - Builds a best-in-class client experience across the business area
* Fosters an environment where team members passionately serve internal/external clients with excellence
* Fosters a growth mindset by keeping current with development and trends in business area and sharing information to build knowledge base of business area and enhance client experience
* Understands data, metrics and/or financial information and how they tie to business outcomes related to client, business area and organization
* Fosters a culture of accountability within business areas where business area 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 in Finance, Accounting, or related area or equivalent experience
* 10 or more years of experience as a Commercial Underwriter/Analyst or related positions
* Previous management or leadership experience preferred
* Ability to analyze and interpret financial statements and understand complex accounting principles
* Thorough knowledge of risks associated with all types of industries
* Thorough knowledge of loan structuring, borrowing causes and lending standards to ensure loan applications are evaluated efficiently, effectively, and in accordance with regulations
* Must possess (or willing to possess in short order) a deep understanding of ONB's Credit culture, loan policies, and loan guidelines and procedures with ability to property mitigate exceptions when granted.
* Demonstrated proficiency and attention to analysis utilizing qualitative and quantitative detail
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!
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 ******************** (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**
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LinkedIn (***************************************************
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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.
$31k-39k yearly est. 60d+ 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.)
$31k-38k yearly est. Auto-Apply 9h ago
Treasury Management Officer III
Fifth Third Bank, N.A 4.6
Nashville, 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: Member of a highly productive, industry leading team of treasury professionals. Responsible for business development (new and cross-selling), client service excellence, client retention, and client consultation. Revenue growth and client retention are paramount. Self sourcing, networking externally, and partnering with key team members (within the local affiliate and/or group) to drive business. Responsible to prospect with internal partners. Work with a One Bank team to understand clients' and prospects' business environments, strategies, and industries to best determine the financial needs and appropriate working capital management solutions to provide.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Sales Management:
+ Must be able to persuasively articulate Fifth Third's value proposition to both internal and external clients to influence the outcome within the sales process.
+ Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects.
+ Demonstrate ability to understand payment processes.
+ Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients.
+ Understand competitions' capabilities and gaps and how to position Fifth Third's services against them.
+ Prepares and deliver quarterly client service reviews to clients.
+ Expected to develop personal relationships with C-suite and senior management decision makers at client and prospect organizations.
+ Devise and execute a plan to exceed sales goals.
+ Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision.
+ Actively manage a pipeline using the CRM tool.
+ Maintain lines of communications with RMs individually and as a group.
+ Review sales goals with RMs and ensure RMs are advised of calling strategies.
+ Educate and advise RMs of new TM product development initiatives.
+ Assess knowledge level of individual RMs and bring each up to a minimum standard.
+ Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients.
+ Work closely with assigned client specialists to ensure excellent client service on an on-going basis.
+ Assist with general bank communications to clients.
+ Take ownership and deliver timely resolution of client issues.
+ Develop knowledge of internal resources for accurate response to client issues.
+ Understand and communicate implementation time-line to align with client expectations.
+ Ensure proper account documentation and all requisite agreement execution.
+ Communicate recurring or serious product issues to management.
+ Recommend viable solutions to improve client service.
+ Understands, appreciates, and promotes the history of 5/3 Bank, its financial position, operating model and commitment to a positive client experience.
MINIMUM KNOWLEDGE &, SKILLS REQUIRED:
+ Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
+ CTP certification is strongly encouraged.
+ Minimum of 4 years Commercial Banking /Treasury Management experience, preferably at least 3 years in a sales role.
+ Demonstrated record of consistently exceeding performance goals.
+ Possess a strong desire to constantly strive to improve oneself.
+ Must have strong client interaction skills and has demonstrated the ability to influence the outcome of a sales process.
+ Requires the aptitude for powerful presentations and negotiation skills with internal and external clients.
+ Demonstrated ability to articulate the benefits of strong working capital management solutions to clients.
+ Proven product and sales knowledge sufficient to help mentor new team members.
+ Demonstrated knowledge of a wide array of treasury management products.
+ Excellent oral and written skills.
+ Basic proficiency in PC software (MS Office).
+ Technical Treasury Management competencies:
+ Understanding of Treasury Management, Payment and products and solutions.
+ Ability to build new & existing client relationships.
+ Ability to evaluate client needs.
+ Basic understanding of financial statement analysis.
+ Ability to provide strategic treasury advisory services.
+ Understanding of investment management techniques.
Treasury Management Officer III
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Nashville, Tennessee 37219
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$57k-68k yearly est. 60d+ ago
Teller
First Horizon Bank 3.9
First Horizon Bank job in Nashville, TN
**Weekly Scheduled Hours:** Mon - Thurs 8AM - 5PM Friday 8AM - 6:30PM 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. 5d ago
Credit Card Rewards Strategist
First Horizon Bank 3.9
First Horizon Bank job in Nashville, TN
**Location:** On site in Memphis, TN, Nashville, TN, Charlotte, NC, Raleigh, NC, New Orleans, LA, Miami, FL or Birmingham, AL. **Summary:** The Credit Card Rewards Strategist is a key product and strategy partner responsible for shaping and advancing the rewards and loyalty experience across First Horizon's credit card portfolio. This role works closely with Credit Card Product Managers to drive card usage, engagement, and customer loyalty through the design, execution, and ongoing optimization of rewards programs and campaigns.
Serving as the subject matter expert for credit card rewards, this position owns day-to-day rewards strategy execution while helping define the long-term vision for how rewards support portfolio growth, customer value, and competitive differentiation. The ideal candidate is highly collaborative, analytically minded, and experienced in managing third-party rewards partners and cross-functional internal stakeholders.
**Responsibilities:**
+ Partner with Credit Card Product Managers to design, execute, and optimize rewards programs and targeted campaigns that drive spend, engagement, and retention
+ Serve as the primary subject matter expert for credit card rewards, loyalty mechanics, and redemption structures
+ Manage relationships with third-party rewards vendors, including program performance, economics, and operational execution
+ Collaborate with marketing, analytics, digital, finance, risk, operations, and technology teams to ensure rewards initiatives are aligned with product strategy and business objectives
+ Analyze rewards performance, customer behavior, and ROI to inform enhancements and future program design
+ Support the development of a cohesive, forward-looking rewards strategy across the credit card portfolio, balancing customer value, cost efficiency, and competitive positioning
+ Identify process friction points for associates and clients, build compelling business cases, define requirements, and advocate for enhancements that elevate the credit card rewards program and client satisfaction.
+ Lead and support the rollout, testing, and ongoing management of new reward products, features, and compliance-driven changes.
+ Resolve reward escalations in partnership with technology, operations, and product teams, employing root cause analysis and driving to sustainable solutions.
+ Develop and refine metrics and control systems to assess reward trends, SLAs, and quality, ensuring risks are proactively identified and mitigated
+ Maintain documentation, contribute to training for associates, and facilitate knowledge sharing across relevant teams.
**Requirements:**
+ Bachelor's degree in Business, Finance, Project Management, or a related field. Equivalent work experience considered.
+ 5+ years of relevant experience in credit card operations, implementations, project management, or product support preferable in financial services.
+ Strong understanding of card reward programs including: design, setup, financial, servicing and regulatory/compliance.
+ Demonstrated ability to use data to substantiate arguments, prioritize issues, report KPIs, and measure outcomes.
+ Exceptional analytical, problem-solving, and organizational skills with an ability to manage multiple concurrent projects and initiatives.
+ High levels of initiative, sound judgment, and demonstrated tact in communication and conflict resolution.
+ Ability to work independently and credibly across cross-functional teams, effectively engaging with associates at all levels and external partners.
+ Proficiency with project management tools, data analysis applications, and Microsoft Office
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (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.
$64k-80k yearly est. 18d 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
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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$32k-45k yearly est. 51d 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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