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First Horizon Bank jobs in Orlando, FL - 27 jobs

  • Senior Commercial Relationship Manager

    First Horizon 3.9company rating

    First Horizon job in Orlando, FL

    Develops new customer prospects and business with commercial, middle market, and commercial real estate clients, with the potential to manage a portfolio spanning these segments. Makes and services a wide variety of business and individual loans to build long-term and profitable client relationships in order to maximize portfolio revenue growth and asset quality. The assigned market region for this role is Central Florida. Key Responsibilities Include Maintains a client portfolio for the bank, including commercial, middle market, and commercial real estate clients Expand existing client relationships which generate incremental revenue for the bank while developing new client relationships which generate acceptable returns for the bank Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are competitive with the marketplace and achieve an acceptable return for the bank, and structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank Work with Management to recognize client needs and matching the bank's capabilities to meet these needs Maintain a thorough knowledge of bank's lending policies and regulatory requirements Provide mentoring and training to other bank associates Maintain proper house-holding of relationships Continually upload financial information and client detail into central repository throughout the underwriting process Gather financials for new and renewal opportunities with clients Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process Work directly with the underwriter to ensure accurate reflection of financials and to ensure accurate preparation of Loss Given Default, Probability of Default, and Risk Adjusted Return on Capital models at time of new/renew requests Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter CRM and Underwriter work together to appropriately ensure accuracy of underwriting package Finalize term sheets to meet client and bank needs Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team Builds and maintains a portfolio mix of targeted high value and high potential clients, including those from commercial, middle market, and commercial real estate segments Acts as a financial advisor by educating the client about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on client profile and financial plan, and matching client needs with appropriate products and services. Monitors client information/products, financial plan, and market trends to identify new client needs and opportunities to deliver further client value Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer. Create/Prepare Commitment Letter with Management supervision Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy Performs all other duties as assigned Qualifications Include Bachelor (4-year college) degree 6-8 years of experience or an equivalent combination of education and experience Experience with Microsoft Outlook, Word, and Excel About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $122k-149k yearly est. 39d ago
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  • Banking Center Manager

    First Horizon 3.9company rating

    First Horizon job in Orlando, FL

    Hours: Monday - Friday 8:30 AM - 5:00 PM This position is responsible for the overall sales, production, profitability and regulatory compliance of a banking center. It is also the responsibility of this position to ensure the banking center delivers quality, accurate, and timely customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES Strategic leadership Coach, lead and manage banking center team to ensure all strategic initiatives are executed effectively. Model and demonstrate First Horizon Bank (Firstpower) culture. Promote a positive work culture by increasing and supporting associate engagement. Represent the company in a professional manner, including being involved in the local market/community through civic organizations or community groups. Sales and business development Implement and coach advice driven sales process. Provide one-on-one coaching, inspect, and recognize sales activities and behaviors. Establish and nurture relationships with key clients and partners to expand the client base. Proactively collaborate with and refer to key line of business partners to lead and promote effective One Team partnerships. Business development of market area through proactive sales calls, networking, and participation in local activities to achieve goals and priorities. Client experience Deliver excellent client experiences consistently and promptly resolve client issues effectively. Team management Recruit, train, develop, and retain a high-performing Retail banking center team. Lead, grow, coach, and motivate associates to execute banking center routines effectively, aligning with our Purpose, Values, and Action to deliver financial guidance and support. Provide regular coaching, feedback, and performance evaluations to banking center team members. Foster a collaborative and inclusive work environment that promotes teamwork and professional growth. Compliance and risk management Collaborate with market operations and sales leadership to ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics, while ensuring all associates on the team complete required training. Implement effective risk management practices to minimize potential financial and operational risks. Operational efficiency Lead and manage operational excellence for the banking center. Monitor operational metrics and implement improvements as needed. Partner with Retail Operations team to address operational concerns. Responsible for controlling operational and administrative expenses. Other job-related duties and special duties as assigned SUPERVISORY RESPONSIBILITIES Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; assessing performance, providing regular feedback and coaching; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $98k-119k yearly est. 3d ago
  • Lead CSR/Teller - Kissimmee, FL - Full-Time

    Fifth Third Bank, N.A 4.6company rating

    Kissimmee, FL 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: Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Refer customers to the appropriate business partner for products and services uncovered during business interactions and/or conversations. Function in a capacity that performs the most complex duties of a CSR, exercising considerable independent judgment. 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: + Customer Service: + Promote good customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. + Have a developed rapport with the customer base, greet by/use name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution, and display a caring attitude. + Act with confidence by answering or finding the answers to customer questions and finding solutions to customer issues. + Maintain a position of trust and responsibility by keeping all customer business confidential. + Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. + Bank Operations/Transactions: + Perform daily office responsibilities, working with the PB, FSR, or FCM, to maintain the efficient operation of the office. + Cash withdrawal and check signing approvals. + Approval of ace transactions. + Night deposits. + Dual Key Process. + Maintain personally a balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. + Maintain knowledge of the bank policies and financial center procedures, and take responsibility to keep up to date on any changes. + Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. + Perform in the role of training and development personnel for new CSRs and /or existing CSRs as needed. + Help to identify any other CSRs who are capable of training new staff members. + As Lead, monitor the operation behind the CSR line. + Delegate work and take issues to Customer Services Manager as needed. + As Lead, act as office resource personnel for CSR activity, answering questions and finding solutions to customer issues and financial center procedures; assist management in keeping CSRs up-to-date as requested. + Consistently meet or exceed sales referrals as set by management. + Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. + Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. + Initiate conversations to uncover customer needs and be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers, so that personal and Bank goals are consistentlymetand/orexceeded. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + High school diploma/GED. + Position requires in-depth knowledge of retail policies and procedures in order to perform the essential duties with minimal supervision, which is usually acquired with a minimum of 3 years of CSR experience. + Ability to demonstrate advanced math functions. + Must have the ability to interact comfortably and confidently with the public. + Must present evidence of ability to communicate via written or verbal format, at a professional level common within a business setting. + Work requires the ability to take initiative and utilize sound judgment in decision-making and problem resolution. + Must demonstrate the ability to establish self as a leader. + Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management. + Need to have flexibility in scheduling. Lead CSR/Teller - Kissimmee, FL - Full-Time At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Kissimmee, Florida 34744 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.
    $32k-40k yearly est. 39d ago
  • MD, Asset Based Lending

    Fifth Third Bank, N.A 4.6company rating

    Orlando, FL 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 MD, Asset Based Lending role focuses on originating, structuring and documenting/closing Asset Based Lending opportunities throughout the organization primarily through external bank channels (Direct prospect calling, Sponsors, Advisors, Intermediaries and other referral sources). 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 Banks risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Reporting to the Asset Based Lending Originations Team Lead, the MD - Asset Based Lending will have primary responsibility for generating new business volume and leading a deal team of dedicated professionals on behalf of Fifth Third Bank within an assigned territory. The deal team will be responsible for pitching, structuring, underwriting and executing Asset Based transactions across the entire Fifth Third Commercial Bank platform. Responsible and accountable for new business production goals, risk assessment/mitigation 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 ensuring that actions and behaviors drive a positive customer experience while operating within the Bank's risk appetite. ESSENTIAL DUTIES AND RESPONSIBILITIES: + The MD will be responsible for pitching, structuring, and executing ABL transactions to targeted Fifth Third prospects/clients (credit facilities from $15 to +$250 million). Establish and develop relationships with key prospects and referral sources as well as internal partners including Investment Bankers and Capital Markets teams. + Actively participates in networking functions and events, business and community organizations to maintain high visibility in the market and maintains strong working relationships with multiple groups to enhance the organization's lending relationship. Prepare and deliver detailed written presentations for various internal constituencies. Provide concise verbal presentations to internal credit committee and answer questions as required. + Lead a team of junior ABL bankers in carrying out day-to-day origination, and transaction management responsibilities ranging from opportunity evaluation to closing/funding. + Develop effective calling and business development practices that optimize time/resource management, and ensure sustainable delivery of strategic solutions for qualified prospects/clients. + Manage and prioritize a pipeline of financing opportunities. SUPERVISORY RESPONSIBILITIES: May include direct or indirect supervision and direction of the day-to-day activities of junior ABL professionals. Provide employees and key internal partners with timely, candid, and constructive performance feedback Develop employees to fullest potential and provide challenging opportunities that enhance career growth MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + 10+ years Asset-Based Lending or related financial services. + Extensive knowledge of Asset Based Lending products and market trends, private equity. capital markets, merger and acquisition structures, and understanding / experience with credit analysis is required. + Formal commercial bank/ABLcredit training preferred. + Proven track record of origination and closing complex loan transactions. + Strong interpersonal and relationship building skills. + Demonstrable success originating and executing complex financial transactions. + Bachelor's degree required (MBA Preferred), ideally with concentration in Business, Finance/Accounting. MD, Asset Based Lending 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 -- Fort Lauderdale, Florida 33301 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.
    $100k-145k yearly est. 8d ago
  • Wealth Management Advisor II

    Fifth Third Bank 4.6company rating

    Orlando, FL 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: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards. 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: Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities with new and existing bank customers. Continually monitors and evaluates client needs to identify opportunities to expand and deepen household relationship. Demonstrates proficiency in the utilization of consultative and advice driven sales; manages execution of client service standards to develop and retain lasting client relationships. Develops and strategically executes personal business plan to achieve defined revenue and business objectives. Client Experience: Institutes habits that ensure coordination of team in the consistent delivery of Private Bank experience standards. Utilizes the Life360 process when working with team members to deliver advice based solutions. Collaborates with a customized team of specialists to deliver high-quality client service. Ensures service standards and metrics are met based on needs, segmentation, asset allocation, and risk management. Identifies and refers opportunities providing for the utilization of advanced planning solutions. Coordinates and collaborates with client third party advisors (e.g., attorney, accountant) to ensure synergy of advisors' recommendations, consistent to client goals. Partners and leverages internal and external service providers to optimize effectiveness and efficiency. As primary contact, resolves problems in a timely and effective manner. Provides client with information regarding current trends and commands a thorough knowledge of investment products, trading strategies and market dynamics. Accountable for the organization, development and execution of client reviews that are in keeping with service standards to ensure client needs are being met. E.g. Annual Client Reviews and quarterly updates, etc. Utilizes the Life360 process to continually challenge and collaborate with the client to articulate and achieve their goals. Manages overall profitability of client relationship. Ensures process information recorded timely in CRM regarding status and activities. Drives continuous improvement by looking for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels. Acts as primary point of contact for COI within Bank. Accountable for implementation of recommendations delivered to client. Leads the 90-day client on-boarding process. Works in collaboration with team members to ensure alignment and exchange information and resources necessary to meet shared objectives. Addresses developmental needs and knowledge gaps as requested by manager and the Private Bank. Champions the Bancorp Vision and Core Values through personal actions and leadership influence to promote high-performing work groups. Other: Experienced operating in an environment that stresses both individual accountability and team-based performance. Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels. Displays the ability to be highly effective in a team-oriented environment and to build relationships based on added value, not title or authority. Supports a proven track record of successfully collaborating with and influencing management and peers to support growth and financial results. Actively participates within professional and community organizations. Actively networks and effectively builds relationships internally and externally of the Bank MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Bachelors degree or equivalent work experience required. Business Administration, Finance, or Economics is preferred. CFP, CFA, or CPWA industry certification is preferred and will be required within 24 months (36 months for CFA) of start date to align with 5/3 Private Bank practice management requirements. The professional designations of Juris Doctorate (JD) and/or Certified Public Accountant (CPA) will also be accepted for this industry certification requirement. Appropriate state life and Health insurance licenses are required in accordance with licensing guidelines. Minimum of eight (8) years of successful sales/client service experience in financial services industry. Stays abreast and informed of regulatory and governmental changes that impact clients. Works with specialists to keep up-to-date on services and solutions. Demonstrates strong interpersonal negotiation, verbal and written communication, and presentation skills. Demonstrated proficiency in delivery of branded presentations, materials and solutions. Uses effective problem solving and analytical skills. Computer / Technical: Ability to use software including: Word, Excel and PowerPoint, CRM or related systems. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: Normal office environment with little exposure to dust, noise, temperature and the like. Extended viewing of CRT screen. Wealth Management Advisor II 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 -- Orlando, Florida 32801 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.
    $58k-77k yearly est. Auto-Apply 25d ago
  • DeNovo/New Build Leader - Consumer Sales

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Orlando, FL

    **Location:** On site in Memphis, TN, Charlotte, NC, Raleigh, SC, Miami, FL, Orlando, FL, New Orleans, LA, Lafayette, LA, Nashville, TN, or Knoxville, TN. The DeNovo Leader will play a vital role in the growth and development of First Horizon's consumer banking network. This associate is responsible for building our go-to-market playbook, offering hands-on coaching to frontline leaders, and partnering closely with marketing to ensure our growth objectives are met. The ideal candidate will thrive in a fast-paced environment, be passionate about engaging associates, and have a clear vision for delivering value to our clients in new markets. **Key Responsibilities:** + Develop, refine, and deploy the de novo (new branch/market) go-to-market playbook; ensure it is actionable, measurable, and scalable across multiple markets. + Provide direct, hands-on coaching and development to branch leaders and associates in new markets to drive adoption of best practices and performance standards. + Serve as a primary liaison between Consumer Sales, Marketing, and other key partners to synchronize launch activities, client engagement strategies, and branding initiatives. + Collaborate with marketing to design and execute campaigns that support new market entry and ongoing growth. + Monitor market performance and proactively identify adjustments to strategies or tactics to optimize results. + Identify talent needs and support onboarding, training, and ongoing development for associates in new locations. + Champion a client-focused culture and ensure all go-to-market activities are aligned with First Horizon's values and growth objectives. + Analyze data, generate reports, and present market activity results and recommendations to the Head of Consumer Sales and other senior leaders. + Maintain awareness of industry trends and competitive activities to enhance First Horizon's new market strategies. **Qualifications:** + Bachelor's degree in Business, Finance, Marketing, or related field preferred. + 5+ years of experience in retail banking, sales leadership, or related field, with a track record of leading market launches or expansion initiatives. + Strong experience with coaching, training, and developing associates. + Exceptional collaboration and relationship management skills-able to build trust across teams and functions. + Proven ability to translate strategy into tangible execution steps and measurable outcomes. + Excellent written and verbal communication skills. + High level of initiative, adaptability, and problem-solving skills. + Willingness to travel as needed for new market launches. **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.
    $30k-43k yearly est. 60d+ ago
  • Sr Credit Analyst - Metals, Materials and Construction

    Fifth Third Bank 4.6company rating

    Orlando, FL 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 Senior Credit Analyst is primarily responsible for partnering with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit while performing analytical tasks and identifying risks or issues as needed. In addition, a successful Senior Credit Analyst will be able to draft documents and prepare for credit reviews with limited support from the Portfolio Managers. The Senior Credit Analyst demonstrates extensive knowledge of financial and risk analysis and expertise in financial modeling. The Senior Credit Analyst demonstrates proficiency in underwriting, with the ability to complete the underwriting process from beginning to end with limited oversight. Additionally, the Senior Credit Analyst will attend and support Portfolio Reviews as needed. 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: * Partner with Portfolio Managers in credit and underwriting, performing analytical tasks as needed. * Use critical thinking to identify and draft documentation. * Responsible for regularly completing indicative credit information into Banking Systems with little to no errors. * Responsible for preparing risk-rating scorecard and performing tickler event analysis to identify potential risks. * Responsible for developing risk models and advising PMs of unforeseen obstacles that may impede meeting client expectations. * Identify and determine monitoring analysis activities required. * Verify covenants and define updates needed on ticklers. * Monitor covenant completion and track past due or out of compliance covenants and recommend appropriate course of action. * Responsible for assessing covenant compliance reporting and identifying issues. * Review covenant compliance certificates to understand performance and determine actions remediate breaches. * Update financial covenants and calculations as needed. * Run Probability of Default (PD) model with oversight. * Responsible for understanding and evaluating completed spreads to determine necessary edits working in collaboration with the CCU team. * Responsible for identifying and recommending preliminary portfolio management actions using Credit Service reporting and RADAR with some oversight. * Prepares ALSR reports with oversight. * Responsible for running risk and projection models with oversight assumptions provided. * Responsible for completing underwriting process with limited oversight. * Create and complete a CAM with little to no errors. * Review and re-write renewals for deals of limited complexity. * Responsible for portfolio analysis and the development for Portfolio Reviews in preparation for client meetings. * Support Portfolio Managers and special projects. * Take appropriate remedial actions to resolve deficiencies and escalates questions/disputes to appropriate level when necessary. * May assist with training of new employees. * May work on special projects as assigned by management. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting). * 3+ years of Commercial Banking experience. * Sound Financial and risk analysis understanding, including the ability to develop financial models. * Extensive Knowledge of banking products and services. * Knowledge of corporate business structure and legal documents. * General knowledge of U.S. government and regulation. * Knowledge of the local or regional market preferred, but not required. * Proficiency in internal banking applications. * Strong verbal and written communication skills. * Demonstrated expertise in using effective problem solving and analytical skills with ability to handle and prioritize multiple tasks. * Proficient in all Microsoft Office software. WORKING CONDITIONS: * Normal office environment with little exposure to dust, noise, temperature and the like. * Minimal travel required. At Fifth Third Bank, we understand the importance of rewarding our employees for their hard work and dedication, therefore, our Total Rewards offering includes a differentiated compensation package and comprehensive benefits. Benefits: Our benefits programs are designed to support the health, happiness, and financial well-being of our employees and their families. Your benefits will include access to comprehensive medical, dental, and vision coverage, a 401(k) plan and employee stock purchase plan that both offer a generous employer match, flexible paid time off, comprehensive leave programs, and unique benefits to support your overall mental and physical wellness. For additional details, please contact your recruiter. Compensation: The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the US. 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. Sr Credit Analyst - Metals, Materials and Construction Total Base Pay Range 71,100.00 - 145,900.00 USD Annual 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 -- Charlotte, North Carolina 28202 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.
    $89k-108k yearly est. Auto-Apply 2d ago
  • Personal Banker Associate I - Orlando, FL (Dr. Phillips Area)

    Fifth Third Bank 4.6company rating

    Orlando, FL 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: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. 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: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Adhere to established policies and procedures while opening/servicing the full range of Retail products. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or work experience providing transferrable skills, or, combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. #LI-DS1 Personal Banker Associate I - Orlando, FL (Dr. Phillips Area) At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Orlando, Florida 32819 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.
    $32k-38k yearly est. Auto-Apply 6d ago
  • Senior Deposit Product Manager

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Orlando, FL

    **Location:** Onsite in Memphis, TN, Nashville, TN, Knoxville, TN, Charlotte, NC, Raleigh, NC, Miami, FL, Orlando, FL, Birmingham, AL, New Orleans, LA, Dallas, TX, or Houston, TX The Senior Deposit Product Manager sets the strategic direction for the deposit portfolio for consumer and small business. This leader drives comprehensive market analysis and business case development to inform product strategy, obtains and acts upon the voice of our clients, establishes the product roadmap, and guides end-to-end development of capabilities and enhancements. Full ownership of product performance is expected, including financials/P&L, risk and compliance, client experience, operational readiness, and reporting. **Essential Duties and Responsibilities:** + Define the strategy, goals, and OKRs for the deposit portfolio across consumer and small business, optimizing growth, profitability, mix, and cost of funds in alignment with enterprise priorities and risk appetite. + Conduct market analysis and develop business cases for new products, features, fee structures and enhancements by establishing a multi-year roadmap informed by the voice of our clients, competitive dynamics, and regulatory changes. + Design and optimize end-to-end journeys with Marketing, Distribution, and Digital to improve conversion and engagement. + Lead competitive benchmarking to assess product and pricing competitiveness. + Develop and deliver executive dashboards and management reporting; analyze product trends and recommend actions. + Recommend enhancements, consolidation, or rationalization of existing products based on client feedback, performance, profitability, and competitive positioning + Stay current on regulations affecting deposit products while ensuring strong controls, testing, and issue management across the product lifecycle while coordinating required changes with Compliance, Legal, and Operations. + Lead development and revisions to marketing materials, training content, internal and external communications, and product documentation. + Performs all other duties as assigned. **Qualifications:** + Bachelor's degree required; advanced degree (e.g., MBA) preferred or equivalent combination of education and experience. + 5-8+ years of experience in deposit product management/strategy, pricing, or related roles within banking; 2+ years of people leadership. + Strong analytical skills; proficiency with Excel and data visualization tools (e.g., Tableau/Power BI); SQL experience is a plus. + Excellent communication, executive presence, and influence skills; ability to present to senior leadership and align diverse stakeholders. **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.
    $89k-110k yearly est. 19d ago
  • Senior Relationship Banker

    First Horizon 3.9company rating

    First Horizon job in Apopka, FL

    Hours: Monday - Friday 8:15 AM - 5:30 PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex assignments. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). Deliver excellent client experiences consistently and promptly resolve client issues effectively. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. Assist banking center management with “on the job training” of new associates. Assist with dual control vault responsibilities and audit controls. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. High school diploma or general education degree (GED) 5+ years of experience COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. DeGarmo Behavioral Assessment Requirement All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position The assessment takes approximately 12-15 minutes to complete Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $33k-38k yearly est. 3d ago
  • Mortgage Loan Originator.

    Fifth Third Bank 4.6company rating

    Orlando, FL 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: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by completing Fannie Mae form 1003 on the laptop. Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS. Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. Manage pipeline for all originated loans through closing and complete required management reports. Communicate with branches and/or applicants of providing timely updates and progress reports. Maintain high levels of customer service while managing each applicant's and support staff's expectations. Attend and participate in all Consumer Lending meetings as required by management. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: High school diploma or equivalent mandatory. Four-year college degree preferred. Knowledge of conventional and/or government lending guidelines. Knowledge of residential mortgage processing, underwriting, and closing procedures. Knowledge of federal lending regulations governing real estate lending. Must have two years for mortgage lending experience. Must have an established book of local referral sources. Must have existing mortgage sales of $1million per month. Demonstrated organizational skills. Strong written and verbal communications skills. Demonstrated teamwork and customer service skills. Proven computer skills. Basic sales technique skills. Strong desire to excel in a competitive environment. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. #LI - MC1 Mortgage Loan Originator. At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Orlando, Florida 32801 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.
    $32k-36k yearly est. Auto-Apply 55d ago
  • MD, Asset Based Lending

    Fifth Third Bank 4.6company rating

    Orlando, FL 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 MD, Asset Based Lending role focuses on originating, structuring and documenting/closing Asset Based Lending opportunities throughout the organization primarily through external bank channels (Direct prospect calling, Sponsors, Advisors, Intermediaries and other referral sources). 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 Banks risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Reporting to the Asset Based Lending Originations Team Lead, the MD - Asset Based Lending will have primary responsibility for generating new business volume and leading a deal team of dedicated professionals on behalf of Fifth Third Bank within an assigned territory. The deal team will be responsible for pitching, structuring, underwriting and executing Asset Based transactions across the entire Fifth Third Commercial Bank platform. Responsible and accountable for new business production goals, risk assessment/mitigation 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 ensuring that actions and behaviors drive a positive customer experience while operating within the Bank's risk appetite. ESSENTIAL DUTIES AND RESPONSIBILITIES: * The MD will be responsible for pitching, structuring, and executing ABL transactions to targeted Fifth Third prospects/clients (credit facilities from $15 to +$250 million). Establish and develop relationships with key prospects and referral sources as well as internal partners including Investment Bankers and Capital Markets teams. * Actively participates in networking functions and events, business and community organizations to maintain high visibility in the market and maintains strong working relationships with multiple groups to enhance the organization's lending relationship. Prepare and deliver detailed written presentations for various internal constituencies. Provide concise verbal presentations to internal credit committee and answer questions as required. * Lead a team of junior ABL bankers in carrying out day-to-day origination, and transaction management responsibilities ranging from opportunity evaluation to closing/funding. * Develop effective calling and business development practices that optimize time/resource management, and ensure sustainable delivery of strategic solutions for qualified prospects/clients. * Manage and prioritize a pipeline of financing opportunities. SUPERVISORY RESPONSIBILITIES: May include direct or indirect supervision and direction of the day-to-day activities of junior ABL professionals. Provide employees and key internal partners with timely, candid, and constructive performance feedback Develop employees to fullest potential and provide challenging opportunities that enhance career growth MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * 10+ years Asset-Based Lending or related financial services. * Extensive knowledge of Asset Based Lending products and market trends, private equity. capital markets, merger and acquisition structures, and understanding / experience with credit analysis is required. * Formal commercial bank/ABLcredit training preferred. * Proven track record of origination and closing complex loan transactions. * Strong interpersonal and relationship building skills. * Demonstrable success originating and executing complex financial transactions. * Bachelor's degree required (MBA Preferred), ideally with concentration in Business, Finance/Accounting. MD, Asset Based Lending 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 -- Fort Lauderdale, Florida 33301 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.
    $100k-145k yearly est. Auto-Apply 8d ago
  • Lead CSR/Teller - Kissimmee, FL - Full-Time

    Fifth Third Bank 4.6company rating

    Kissimmee, FL 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: Provide excellent customer care to customers regarding daily transactions, addressing inquiries, and problem resolution, in accordance with Fifth Third Bank policies. Refer customers to the appropriate business partner for products and services uncovered during business interactions and/or conversations. Function in a capacity that performs the most complex duties of a CSR, exercising considerable independent judgment. 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: Customer Service: Promote good customer relations by consistently providing premier customer satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times. Have a developed rapport with the customer base, greet by/use name, have knowledge of account ownership, be responsive and timely with correspondence and problem resolution, and display a caring attitude. Act with confidence by answering or finding the answers to customer questions and finding solutions to customer issues. Maintain a position of trust and responsibility by keeping all customer business confidential. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Bank Operations/Transactions: Perform daily office responsibilities, working with the PB, FSR, or FCM, to maintain the efficient operation of the office. Cash withdrawal and check signing approvals. Approval of ace transactions. Night deposits. Dual Key Process. Maintain personally a balancing record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for more difficult errors. Maintain knowledge of the bank policies and financial center procedures, and take responsibility to keep up to date on any changes. Demonstrate sound judgment in decision making, abiding appropriately to established guidelines and procedures. Perform in the role of training and development personnel for new CSRs and /or existing CSRs as needed. Help to identify any other CSRs who are capable of training new staff members. As Lead, monitor the operation behind the CSR line. Delegate work and take issues to Customer Services Manager as needed. As Lead, act as office resource personnel for CSR activity, answering questions and finding solutions to customer issues and financial center procedures; assist management in keeping CSRs up-to-date as requested. Consistently meet or exceed sales referrals as set by management. Continuously increase knowledge and skills through self-motivation, formal education, seminars and in-house training. Maintain a well-developed working knowledge of the complete line of products and services offered, taking responsibility to keep up to date and request assistance for further development needs. Initiate conversations to uncover customer needs and be capable of effectively referring customers to business partners for the selling and cross-selling bank products and services to customers, so that personal and Bank goals are consistentlymetand/orexceeded. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: High school diploma/GED. Position requires in-depth knowledge of retail policies and procedures in order to perform the essential duties with minimal supervision, which is usually acquired with a minimum of 3 years of CSR experience. Ability to demonstrate advanced math functions. Must have the ability to interact comfortably and confidently with the public. Must present evidence of ability to communicate via written or verbal format, at a professional level common within a business setting. Work requires the ability to take initiative and utilize sound judgment in decision-making and problem resolution. Must demonstrate the ability to establish self as a leader. Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management. Need to have flexibility in scheduling. Lead CSR/Teller - Kissimmee, FL - Full-Time At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Kissimmee, Florida 34744 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.
    $32k-40k yearly est. Auto-Apply 40d ago
  • Private Client Relationship Manager

    First Horizon 3.9company rating

    First Horizon job in Orlando, FL

    As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients. Self-acquires new business by being active and well connected in the community. Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships. Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects. Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships. Thrives in a team-based approach to deliver the full suite of First Horizon's solutions. Team and peer group role model for other Private Client Relationship Managers. Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values. Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships. Using sound judgment on expense and operational efficiency QUALIFICATIONS Bachelor's Degree Required. FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed. 5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs. Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace. Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor. Advanced and proven working knowledge of deposit, credit and investment products. Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful. Ability to thrive and be an active participate on a team. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* 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
    $61k-85k yearly est. 24d ago
  • Financial Center Manager Associate- Lake Nona, FL Areas

    Fifth Third Bank, N.A 4.6company rating

    Orlando, FL job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management. The role will provide a robust learning approach for successful candidates to prepare for a Financial Center Manager role. After successful completion of the training program, the FCMA role will be placed in a Financial Center. ESSENTIAL DUTIES & RESPONSIBILITIES: + Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification + Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience + Gain knowledge, demonstrate and maintain a working knowledge of Fifth Third's products, services processes, and internal resources to stay informed, guide and lead the team + Become skilled at the consultative sales process to proactively identify the financial needs of current or prospective customers and recommend the appropriate solutions to meet those needs + Understand how to develop an integrated book of business strategy in which all customers, through all channels, have a Financial Needs Assessment (FNA) and are assigned to the best banker for proactive ongoing support + Learn how to source, develop, coach and lead a team that reinforces our Core Values and business strategies + Learn to cultivate a One Bank culture that proactively collaborates with business partners + Participate in activities that benefit the communities we serve + Follow the Bancorp Code of Business Conduct and Ethics and other related policies and procedures, modeling the ethical behavior expected from every employee + Additional duties as assigned SUPERVISORY RESPONSIBILITIES:Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + College degree or two (2) or more years of leadership experience in a sales environment + Ability to professionally represent Fifth Third Bank in verbal and written communication + Capable of analyzing credit and financial information + Ability to successfully execute and coach sales activities + Exhibits business acumen + Demonstrated ability in making sound decisions + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration. WORKING CONDITIONS: + Normal office environment. + Extended viewing of computer screens. + Periodic travel within the Bancorp footprint to attend meetings and/or training. + #LI-DS1 Financial Center Manager Associate- Lake Nona, FL Areas At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Orlando, Florida 32832 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.
    $92k-110k yearly est. 19d ago
  • Commercial Card Strategic Product Manager

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Orlando, FL

    **Schedule** Monday through Friday, 9:00am to 5:00PM The Commercial Card Strategic Project Manager manages strategic initiatives and projects related to the overall success of the Commercial Card team. **ESSENTIAL DUTIES AND RESPONSIBILITIES** · Partner with Commercial Card Director, Product Manager and Client Experience Manager and for special projects · Manage infrastructure improvements and workflow efficiencies · Lead projects, mentor and coach teams for new functionality, releases and testing related to new Commercial Card initiatives · Support initiatives to assess and improve the client experience with responsibilities including customer journey mapping, pain point identification and overall operational process improvement · Represent Commercial Card in the broader departmental or enterprise projects and initiatives · Establish a partnership and rapport with Commercial Card vendors to develop and test new enhancements and product functionality · Build and maintain process and procedures related to implementations and support to ensure a quality onboarding experience, appropriate controls and oversight · Maintain a high-level understanding and possess the ability to navigate across the bank's internal and customer facing systems · Partner with TM Sales, TM Risk Management, Credit and others FH departments to document workflow, define/re-engineer the service delivery process with a focus on simplicity and ease of doing business; establish key SLAs and metrics to measure success · Evaluate/enhance/maintain client implementation and support documentation; create workflow tools to improve and automate the implementation process · Possess and demonstrate a high level of professionalism and communicate in a clear, and concise manner · Other duties as assigned **SUPERVISORY RESPONSIBILITIES** · None **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. · Bachelor's degree in Business, Finance, Economics, Accounting, or related field · 5 years of Commercial Card experience required. · Previous product management, implementation or project management experience required · Strong problem solving through ability to analyze qualitative, operational & financial data · Strong interpersonal, influencing and relationship building skills; must demonstrate the ability to work cross functionally with a variety of different personality types · Ability to concisely and effectively communicate with management · High degree of adaptability & intellectual curiosity · Thorough knowledge of Commercial Card, treasury management products, functions, support systems and related policies, procedures and regulatory issues · Demonstrate initiative and innovation to resolve issues rapidly, able to influence others and committed to make changes as necessary · Excellent written and verbal communication skills a must; candidate should be able to manage internal and external relationships effectively with the ability to articulate complex solutions to all stakeholders · Strong planning, project organization skills and attention to detail **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft Office Suite **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** Certified Purchasing Card Professional (CPCP), Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) or Project Management Professional (PMP) preferred **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $96k-120k yearly est. 15d ago
  • Personal Banker Associate II - Lake Washington, FL

    Fifth Third Bank 4.6company rating

    Melbourne, FL 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: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers. Responsible for selling a full range of banking products and services to meet existing and prospective customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service process, using the prescribed tools and interacting with the staff for referral activity. 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: Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer questions and owning customer issues. Maintain a position of trust and responsibility by keeping all business confidential. Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. Adhere to established policies and procedures while opening/servicing the full range of Retail products. Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: College degree or work experience providing transferrable skills or combination of education and experience. Experience in the financial industry preferred. Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration Required for employment in this position. WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens. This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. #LI-DS1 Personal Banker Associate II - Lake Washington, FL At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Melbourne, Florida 32904 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.
    $30k-35k yearly est. Auto-Apply 2d ago
  • Senior Business Banking Relationship Manager

    First Horizon 3.9company rating

    First Horizon job in Orlando, FL

    The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides a full range of banking services to small businesses and manages the more complex accounts. Key Responsibilities Include Makes retention and business development calls on existing and potential new customers. Develops new customer prospects and business for the Bank. Maintains prospect lists and business pipeline. As needed, interview applicants, completes required documentation and recommends loan products to customers. Determines best loan structure for customer and submits package for underwriting and approval. Verifies loan documents are complete and accurate according to approval. Coordinates and attends loan closings. Recognizes opportunities to offer customer(s) additional bank products and services to meet their needs. Develops new small business relationships through calling on targeted potential clients Develops sales plans and strategies Works closely with other departments and fulfills cross-sell opportunities Finalizes and helps structure and close deals with high close rate Builds and maintains a portfolio mix of targeted high value and high potential small business clients; determines Strategy and focus for the small business department and region. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Performs all other duties as assigned Qualifications Include Bachelor (4-year college) degree and 5-8 years of experience or equivalent combination of education and experience Knowledge of cash flow and business credit underwriting with commercial credit training preferred. Ability to work effectively with individuals and groups across the company to manage customer relationships. Excellent presentation, verbal and written communication skills. Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $81k-99k yearly est. 25d ago
  • Commercial Card Strategic Product Manager

    First Horizon Corp 3.9company rating

    First Horizon Corp job in Orlando, FL

    Schedule Monday through Friday, 9:00am to 5:00PM The Commercial Card Strategic Project Manager manages strategic initiatives and projects related to the overall success of the Commercial Card team. ESSENTIAL DUTIES AND RESPONSIBILITIES * Partner with Commercial Card Director, Product Manager and Client Experience Manager and for special projects * Manage infrastructure improvements and workflow efficiencies * Lead projects, mentor and coach teams for new functionality, releases and testing related to new Commercial Card initiatives * Support initiatives to assess and improve the client experience with responsibilities including customer journey mapping, pain point identification and overall operational process improvement * Represent Commercial Card in the broader departmental or enterprise projects and initiatives * Establish a partnership and rapport with Commercial Card vendors to develop and test new enhancements and product functionality * Build and maintain process and procedures related to implementations and support to ensure a quality onboarding experience, appropriate controls and oversight * Maintain a high-level understanding and possess the ability to navigate across the bank's internal and customer facing systems * Partner with TM Sales, TM Risk Management, Credit and others FH departments to document workflow, define/re-engineer the service delivery process with a focus on simplicity and ease of doing business; establish key SLAs and metrics to measure success * Evaluate/enhance/maintain client implementation and support documentation; create workflow tools to improve and automate the implementation process * Possess and demonstrate a high level of professionalism and communicate in a clear, and concise manner * Other duties as assigned SUPERVISORY RESPONSIBILITIES * None QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. * Bachelor's degree in Business, Finance, Economics, Accounting, or related field * 5 years of Commercial Card experience required. * Previous product management, implementation or project management experience required * Strong problem solving through ability to analyze qualitative, operational & financial data * Strong interpersonal, influencing and relationship building skills; must demonstrate the ability to work cross functionally with a variety of different personality types * Ability to concisely and effectively communicate with management * High degree of adaptability & intellectual curiosity * Thorough knowledge of Commercial Card, treasury management products, functions, support systems and related policies, procedures and regulatory issues * Demonstrate initiative and innovation to resolve issues rapidly, able to influence others and committed to make changes as necessary * Excellent written and verbal communication skills a must; candidate should be able to manage internal and external relationships effectively with the ability to articulate complex solutions to all stakeholders * Strong planning, project organization skills and attention to detail COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) Certified Purchasing Card Professional (CPCP), Certified Cash Manager (CCM) or Certified Treasury Professional (CTP) or Project Management Professional (PMP) preferred About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $96k-120k yearly est. 15d ago
  • Personal Banker Associate I - Davenport, FL & Surrounding Areas

    Fifth Third Bank, N.A 4.6company rating

    Davenport, FL 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: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff. 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: + Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. + Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. + Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews. + Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. + Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions. + Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L. + Provide guidance to CSRs with respect to the sales and referral process. + Promote customer satisfaction with a friendly, helpful demeanor and professionalism. + Act with confidence by answering customer questions and owning customer issues. + Maintain a position of trust and responsibility by keeping all business confidential. + Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times. + Adhere to established policies and procedures while opening/servicing the full range of Retail products. + Participate in the consumer loan and bankcard process, owning sourced loans from application through closing. + Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager. + Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + College degree or work experience providing transferrable skills, or, combination of education and experience. + Experience in the financial industry preferred. + Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers. + Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information. + Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication. + Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. WORKING CONDITIONS: + Normal office environment. + Extending viewing of computer screens. + This program will require the ability to travel within the affiliate for training as well as scheduling flexibility. + Travel outside of the affiliate will be required for various classroom training sessions. #LI-DS1 Personal Banker Associate I - Davenport, FL & Surrounding Areas At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Davenport, Florida 33897 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.
    $30k-35k yearly est. 60d+ ago

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