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First Horizon Bank jobs in Plantation, FL

- 140 jobs
  • Portfolio Manager

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Boca Raton, FL

    The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio. **Essential Duties and Responsibilities** + Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes. + Partners with Relationship Managers to: + Meet with current and prospective clients to understand the specific customer requirements and needs. + Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting. + Answer client questions; ensure all data is accurate for loan underwriting. + Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators. + Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits. + Assist in the pricing and structure of new loans and renewals. + Coordinates closing and booking events. + Monitors industry trends and analyze specific industry trend data to identify potential areas of risk. + Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings. + Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s). + Performs all other duties as assigned **Qualifications:** + Bachelor's degree in business, finance, accounting or equivalent work experience + 2 years experience required; 2 - 4 years preferred + Strong analytical abilities, credit underwriting skills + Goal oriented, ability to take initiative using strong problem-solving skills + Strong relationship building and interpersonal skills + Accurate grammar, typing, and spelling skills + Strong organizational skills + Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook) **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.
    $78k-103k yearly est. 10d ago
  • Senior Business Banking Relationship Manager

    First Horizon Corp 3.9company rating

    First Horizon Corp job in Doral, FL

    As a Business Banker (BB), you are responsible for business development of small-mid size companies as well as professional associations including Law Firm, CPA and Healthcare Practices. You are responsible for advising these clients on their overall banking needs by providing depository, treasury management, lending as well as working together with Private Banking partners to assist company owners and senior executives with their individual banking and wealth management needs. 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 * Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from new client acquisition * Advise clients on their overall balance sheet including credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term * Strictly adhere to all risk and control policies, regulatory guidelines and security measures * Performs all other duties as assigned. QUALIFICATIONS * 5 plus years of work experience in Business or Commercial Banking * Bachelor's Degree and formal bank credit training preferred * Proven sales success and strong business acumen * Strong community presence with an established network * Experience or demonstrated understanding of credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf PREFERRED QUALIFICATIONS * Proactive, takes initiative, and uses critical thinking to solve problems * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business 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
    $80k-96k yearly est. 3d ago
  • CSR/Teller - Hyde Park,Tampa, FL - Part-Time

    Fifth Third Bank 4.6company rating

    Parkland, 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 service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. 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 Experience: • Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met • Provide follow up to customer questions and find solutions to address issues • Be responsive and timely with correspondence to keep lines of communication open and clear • 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, always maintaining ethical behavior. Operations: • Perform daily office responsibilities, working with the platform team, to maintain the efficient operation of the office. • Maintain a balancing record that is in line with policy. Find and correct outages and enlist help as needed. • Maintain knowledge of the bank policies and financial center procedures and take responsibility to keep up to date on any changes. • Handle consumer and business customer problems with professionalism, directing more complex issues seamlessly to the Lead Customer Service Representative or other leadership as necessary. • Demonstrate sound judgment in decision making, abiding to established guidelines and procedures. Referrals: • During customer interactions and Customer Outreach identify customer needs and refer customers to Bankers and business partners, as appropriate, for a consultative conversation • Build and maintain a working knowledge of the Retail products and services offered • Utilize appropriate tools for all referrals sent to personal bankers and business partners for tracking purposes Perform other duties as assigned. SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: • High school diploma/GED. • Work involves extensive cash handling. • Work involves contact with the public, adhere to dress code guidelines. • Must have the ability to interact comfortably and confidently with the public. • Position requires knowledge of retail policies and procedures, to perform the essential duties. • Work requires the ability to take initiative and demonstrate sound judgment in decision-making and problem resolution. • Demonstrate the company's core values, work as one bank, take accountability, be respectful & inclusive, act with integrity. • Need to have flexibility in scheduling. WORKING CONDITIONS: • Normal office environment. • Extensive viewing of computer screens. CSR/Teller - Hyde Park,Tampa, FL - Part-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 -- Tampa, Florida 33606 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.
    $31k-36k yearly est. Auto-Apply 60d+ ago
  • Community Lending Officer - FL Market

    Citi 4.6company rating

    Boca Raton, FL job

    The Community Mortgage Lending Officer is an position responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents, and affordable housing non-profit partners in coordination with the Consumer Product Sales team. The role is directly responsible for the sale of a specific product or product set directly to clients. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to support and grow our customers. Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals Attend a minimum of 2 - 3 Diverse Realtor and/or affordable housing nonprofit events per month. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 2-5 years relevant experience Residential Mortgage experience required 3+ years previous mortgage sales experience required Established relationships with diverse realtor organizations and affordable lending nonprofits in origination territory Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs. Established book of business FHA/VA & conventional loan experience is preferred The ability to comprehend and explain financial calculations and pricing alternatives. The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Demonstrated customer service skills Self-motivated and able to work independently Strong relationship development and management skills Expertise of general lending products and overall mortgage industry. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. Originate minimum of 3 loans per month with a minimum mix of 50% being either CRA eligible or within minority tracts. Education: Bachelor's/University degree or equivalent experience This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. As part of this registration process, you must be fingerprinted unless you have fingerprints are on file with NMLS Registry that are less than 3 years old. This position further requires that you maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Consumer Product Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Boca Raton Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $90,000.00 - $90,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 01, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $90k-90k yearly Auto-Apply 22d ago
  • Mortgage Home Lending Officer - Central South East Region

    Citi 4.6company rating

    Boca Raton, FL job

    The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to support and grow our customers. Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank. Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 2-5 years relevant experience 3+ years previous mortgage sales experience required Residential Mortgage experience required Established book of business Proven product sales capability is required. FHA/VA & conventional loan experience is preferred The ability to comprehend and explain financial calculations and pricing alternatives. The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Demonstrated customer service skills Strong relationship development and management skills Expertise of general lending products and overall mortgage industry. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Consumer Product Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Boca Raton Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $60,000.00 - $175,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 18, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $37k-59k yearly est. Auto-Apply 5d ago
  • UHNW Private Banker, Director

    Citigroup 4.6company rating

    West Palm Beach, FL job

    The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. **Responsibilities:** + Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and cannot be executed on their behalf. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not articulated or clearly expressed by the client. + Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help clients achieve broad financial/investment goals related to the creation and management of wealth. + Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs. + Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives. + Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. + Establish a referral network and gain introductions to potential clients which generate new sales. + Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience necessary to establish credibility with clients and intermediaries. + Demonstrate strong commitment to team success and place team goals above personal achievement. + Encourage team members to work together to deepen client relationships and exceed sales goals. + Align complementary experiences and skill sets of team members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues. + Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate. + Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. + Ensure strong controls and effective operational and administrative services. + Set an example of behaviour to all staff. + Partner with colleagues across the Citi network to leverage capabilities and share expertise. + Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi. + Ensure clients are presented with seamless execution of internal processes and Citigroup services. + Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity. + Persevere in delivering what is promised, even when obstacles arise. + Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability. + Understand the broad array of products and services under the Citi umbrella. + Apply an in-depth level of knowledge in key investment and financing products. + Develop expertise to identify business opportunities and address the unique needs of specific client segments. + Keep abreast of financial industry developments and current global market conditions. + Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism. + Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Private Banker ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** West Palm Beach Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $200,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Nov 26, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $200k-300k yearly 24d ago
  • Vice President, Customer Value and Loyalty Solutions

    Ocwen Financial Corporation 4.9company rating

    West Palm Beach, FL job

    The Vice President, Customer Value and Loyalty Solutions, is a global senior leader who will own the strategy and creation of a portfolio of products, services, and loyalty programs that establish and strengthen long-term relationships with homeowners. The Vice President will be responsible for external partnerships, managing broker relationships, and leading strategic internal partnerships that create value for the Company's stakeholders, and will lead collective efforts, from concept to launch, that promote lifelong customer relationships with the Company. This is a new position reporting directly to the Chief Growth Officer. The ideal candidate will have a proven track record in financial services, real estate, or consumer-facing industries, with expertise related to market development, partnership negotiations, and loyalty program design. Job Functions and Responsibilities: * Develop, evaluate, and maintain a suite of services and products geared toward assisting homeowners, for example, home maintenance, insurance products, energy efficiency solutions, financial wellness tools. * Create and manage a homeowner loyalty program that rewards positive behaviors such as on-time payments, product adoption, and referrals. * Design and implement programs that integrate real estate broker partnerships with lender services, driving homeowner retention and new mortgage originations. * Build and manage partnerships with third-party providers, financial technology (fintech), and property technology (proptech) companies to deliver differentiated offerings to our own customers as well as our clients' customers. * Partner with leaders within the Onity's Marketing, Originations, Servicing, Subservicing, Product, and Finance teams to initiate and develop services and loyalty programs that increase customer satisfaction, advocacy, lifetime value, and generate measurable business impact. * Provide strategic direction and thought leadership in cross-functional initiatives related to acquisition, retention, and service expansion to accelerate organizational growth. * Define KPIs for retention and loyalty; track the performance of services provided to homeowners and clients; lead strategic improvements with the goal of strengthening the overall value proposition. * Use data and analytics to segment customers and markets, and use data-based insights to guide strategy toward targeted growth, enhanced loyalty, and differentiated service delivery. Qualifications: * Bachelor's degree in Business, Marketing, Finance, or related field (MBA preferred). * 10+ years of experience in growth strategy, marketing, partnerships, or customer loyalty, ideally in financial services, fintech, prop tech, or consumer membership/loyalty businesses. * Proven track record of driving measurable results in customer acquisition, retention, and loyalty. * Demonstrated experience identifying and developing new product/service offerings, particularly ancillary or partnership based. * Strong understanding of customer lifecycle management, referral programs, and loyalty program design. * Experience negotiating and managing external partnerships and alliances. * Analytical mindset with ability to translate insights into actionable strategies. * Excellent communication, influence, and stakeholder management skills with demonstrated success in securing executive alignment * Proven ability to manage multiple, competing priorities simultaneously and ability to work in a fast-paced environment where continuous innovation is desired. * History of teamwork and willingness to roll up one's sleeves to get the job done. Training / Licensing Requirements: * Must pass the Company's Background Screening process prior to beginning employment. Additionally, as a condition of employment, you may be required to pass client-specific background check requirements or Federal/State licensing requirements, if applicable. Total compensation for this position is heavily dependent on achievements; high performers can expect to earn $250+ in a combination of salary and performance-based incentives, subject to the terms of the Company's applicable plans. The salary component will be determined based on the experience and qualifications of the successful candidate.
    $123k-182k yearly est. Auto-Apply 38d ago
  • Data Integration Sr Analyst - Consumer Banking Strategic Initiatives

    First Horizon Corp 3.9company rating

    First Horizon Corp job in Miami, FL

    Location: On site in Memphis, TN, Charlotte, NC, Raleigh, NC, Orlando, FL, Miami, FL, Lafayette, LA, New Orleans, LA, Dallas, TX. Reports To: Head of Strategic Initiatives, Consumer Banking About the Role As a Data Integration Senior Analyst at First Horizon, you will serve as a strategic partner to Consumer and Small Business Banking leadership, driving data-informed decision-making through robust integration and analysis. You will lead efforts to collect, validate, and synthesize performance data across the bank into scalable, centralized systems that power scorecards, dashboards, and key metrics. Your expertise in geographic information systems (GIS) will be instrumental in advancing geospatial analytics and supporting the rollout of new GIS tools. This role requires a strong command of data architecture, visualization, and cross-functional collaboration to deliver actionable insights that shape strategic initiatives. Responsibilities * Lead the design and maintenance of scalable data integration workflows to support performance reporting across Consumer Banking. * Partner with cross-functional teams to identify and resolve data gaps, inconsistencies, and quality issues. * Oversee the collection and analysis of external market data, including branch footprint and competitive intelligence across First Horizon's 12-state network. * Collaborate with retail, business banking, analytics, and strategy teams to ensure timely and accurate data delivery. * Develop and maintain documentation of data sources, methodologies, and update schedules to ensure transparency and repeatability. * Produce high-impact reports and dashboards for senior leadership, including ad-hoc analysis to support strategic decisions. * Champion data governance and integrity standards across all integration efforts. * Contribute to the development and implementation of advanced GIS tools and spatial analytics capabilities. Qualifications: * Bachelor's degree in Business, Finance, Economics, Data Science, Environmental Sciences, or related field; equivalent experience considered. * 4+ years of experience in data integration, analytics, or operations, with increasing responsibility. * Proven ability to architect and manage centralized databases and data pipelines for performance reporting. * Advanced experience with GIS tools and spatial data analysis, including mapping and geospatial insights. * Proficiency in Excel and data visualization platforms (Power BI, Tableau, GIS Insights). * Strong scripting skills (SQL, Python) for data transformation, automation, and analysis. * Excellent communication and stakeholder engagement skills, with a track record of cross-functional collaboration. * Deep interest in banking strategy, branch networks, and market dynamics. Why Join First Horizon? You'll have an opportunity to make a visible impact alongside high-performing associates, help drive strategic change, and develop your skills in a collaborative environment. If you're proactive, curious, and thrive on turning information into action, we would love for you to apply. 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
    $78k-95k yearly est. 5d ago
  • Part-Time Teller (20 Hours) - Bilingual English/Spanish Speaking Preferred, Boca Woodfield Branch

    Citigroup 4.6company rating

    Boca Raton, FL job

    The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. **Responsibilities:** + Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service + Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash + Identify referral opportunities for new products and services based on client's financial goals + Educate clients on digital and self-service opportunities offered by Citi + Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets + Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed + Maintain working knowledge of client accounts as well as new and existing products and services offered. + Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + Previous relevant experience preferred + Demonstrated sales and customer service experience + Money handling experience + Effective problem solving and communication skills + Ability to work well in a team oriented environment **Education:** + High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Customer Service ------------------------------------------------------ **Job Family:** Branch Service ------------------------------------------------------ **Time Type:** Part time ------------------------------------------------------ **Primary Location:** Boca Raton Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $39,520.00 - $46,810.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. **The hourly rate corresponding to the annual range is:** $19.00 - $22.50 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 17, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $39.5k-46.8k yearly 4d ago
  • Business Risk and Controls Advisor

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Miami, FL

    **Location:** **On site in New Orleans, LA, Birmingham, AL, Charlotte, NC, Raleigh, NC, Memphis, TN, Nashville, TN, Houston, TX, Dallas, TX, Atlanta, GA, or Miami, FL** The Business Risk and Controls Advisor sits in the first line of defense and is responsible for executing risk management programs and other first line of defense risk activities in support of line of business growth and revenue production. The role works directly with the business unit management teams to identify, manage, monitor and report risk through the execution of risk programs, policies, standards and procedures. The role also works directly with second line of defense risk management to ensure appropriate execution of risk activities including assessment of risk, development and oversight of controls, identification and escalation of issues, and governance and reporting. The role is on point to coordinate and assist with audits, exams and other inquiries from internal audit and regulators relative to risk management. **Job Responsibilities:** + Manage the implementation and execution of risk programs and policies in coordination with the second line of defense risk management organization including new product governance, Risk and Control Self-Assessment (RCSA), key risk indicators (KRIs), Enterprise Risk Report, issue management and operational loss management + Coordinate and support Business unit level risk assessments, including identifying, managing, monitoring and reporting line of business top risks and emerging risks + Develop first line of defense procedures that align with risk program and policy requirements. + Provide ongoing risk guidance, education and communication to business unit partners to ensure risk management expectations are met within the first line of defense. + Assess effectiveness of business unit controls through monitoring and testing, identify gaps and drive remediation of control deficiencies. + Escalate issues and gaps to line of business management and Risk. + Engage in internal audits including preparation of materials, assessment and remediation of findings, and provide updates to senior management. + Build strong relationships with business unit teammates, second line of defense partners, functional support units and other stakeholders to drive strong collaboration on risk program execution and the maturation of risk management across the enterprise. + Participate in industry forums and build relationships with other large banks across the industry. **Required Qualifications/Knowledge, Skills, and Abilities:** + Bachelor's degree and 5 or more years of operational and enterprise risk management experience in a first or second line of defense capacity. + Experience with enterprise and operational risk programs at a large financial institution, including RCSA, KRI, operational losses, issues management, new and modified product risk assessment, and third party risk management. + Experience working with teams through change by creating a compelling vision for transformation. + Strong project management skills with ability to manage multiple concurrent projects successfully and a proven track record of strong execution on major initiatives. + Proficient at collaborating across business units and lines of defense and working with stakeholders to resolve complex issues. + Ability to articulate the connections across risk programs and influence stakeholders to leverage risk data in business decision-making processes. + Proficiency at assessing current processes with an eye towards efficiency and automation. + Strong oral and written communication skills with ability to communicate at all levels of an organization. + Proven ability at collaborating across the enterprise to solve complex challenges. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** 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.
    $67k-82k yearly est. 11d ago
  • Senior Credit Analyst

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Boca Raton, FL

    The Credit Analyst, Sr position provides high level analytical support in underwriting/analyzing commercial credit facilities and assisting Portfolio Managers and Relationship Managers in managing customer relationships. A Senior CA will be expected to provide credit analysis support for assigned lending relationships. The position also provides mentoring and guidance to Client Specialists and other Credit Analysts as it relates to lending guidelines, and underwriting standards. The ideal candidate works well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. **Key Responsibilities Include** + Interpret financial statements and provide financial analysis support utilized in underwriting complex C&I loans with a focus on Medical Practices, service companies and commercial private client ventures. + Work proactively to ensure production is prioritized appropriately and completed in a timely manner. Specific tasks include: financial statement spreading; completing financial analysis documents; updating and creating new requests, modifications, renewals and annual reviews in the Bank's commercial loan system; tracking and completing covenant monitoring, completing industry research and developing a strong understanding of the Bank's commercial loan policy. + Participate in transaction structuring and relationship strategy meetings with management and credit partners to justify and explain information in the analysis when warranted. + Analyze and prepare complex credit approval documentation in FHB's commercial loan system. The senior analyst is responsible for accurately reflecting all loan terms, collateral, covenants, loan grade inputs, policy exceptions, and calculating credit exposure for a given relationship in the commercial loan system. + Partner with Portfolio Managers to monitor and manage assigned commercial loan portfolios. This responsibility includes tracking covenants, recording financial statements, and monitoring company performance against expectations. Credit Analyst is responsible not only for accurate calculations and inputs but also for thoughtful implementation of policies, procedures, and guidelines. + Participate in internal credit conversations with PM's, RM's Credit Risk Managers and senior management and in external meetings with clients and prospects. + Participate in or lead special projects and assignments and performs other duties assigned. + The successful candidate will demonstrate consistently high level of ownership of personal performance metrics and team initiatives, flexibility in responding to RM/PM/senior management and client deadlines, extreme level of detail and follow-through, and independence within the framework of the role in assisting in achieving business goals. + Identify and report material changes or trends in the financial statements of borrowers or guarantors observed in the preparation of credit approval presentations **Qualifications Include** + Bachelor's degree (B.A.), preferably in Accounting, Finance or Business or equivalent in specific work experience + 5 or more years of related experience in Financial Services, Banking, Credit Analysis, Loan Review or similar background preferred + Familiarity with corporate credit products and the processes used to analyze financial data + Good fundamental understanding of general bank operations and the commercial lending process + Strong computer skills required with the following programs: Access, Word, PowerPoint, Outlook and highly proficient skills with Excel + Experience with Salesforce or nCino applications is a plus + Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials and significant business partners + Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $91k-111k yearly est. 60d+ ago
  • Credit Card Implementation Strategist

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Miami, FL

    **Location:** On site in Memphis, TN, Nashville, TN, Charlotte, NC, Raleigh, NC, New Orleans, LA, Miami, FL or Birmingham, AL. The Credit Card Implementation Strategist at First Horizon Bank is a key operations and strategy resource responsible for advancing the effectiveness of our credit card products and services. Working directly with Credit Card Product Managers, this position will drive operational excellence by executing product initiatives, resolving escalated issues, and identifying process enhancements that improve our clients' experience. As a highly collaborative associate, this position will manage operational relationships with internal and external partners, advocate for client and associate needs, and enable data-driven decision-making to meet business and client goals. **Responsibilities:** + Provide daily and operational support to Credit Card Product Managers through coordinating implementations, tracking project milestones, delivering status updates, and resolving client-impacting issues. + Drive operational relationships with internal associates and external partners, ensuring commitments are met and projects are delivered within scope, on time, and with a focus on client experience. + Identify process friction points for associates and clients, build compelling business cases, define requirements, and advocate for enhancements that elevate credit card product performance and client satisfaction. + Serve as a hands-on analyst, utilizing data to ground recommendations, measuring KPIs, develop financial justifications, and support the prioritization of cross-functional improvement projects. + Articulate client feedback and voice of the client insights to business teams, influencing project alignment and prioritization. + Lead and support the rollout, testing, and ongoing management of new credit card products, features, and compliance-driven changes. + Resolve escalations in partnership with technology, operations, and product teams, employing root cause analysis and driving to sustainable solutions. + Develop and refine metrics and control systems to assess product operations, trends, and quality, ensuring risks are proactively identified and mitigated + Maintain documentation, contribute to training for associates, and facilitate knowledge sharing across relevant teams. **Requirements:** + Bachelor's degree in Business, Finance, Project Management, or a related field. Equivalent work experience considered. + 3-5 years of relevant experience in card product operations, implementations, project management, or product support within financial services. + Strong understanding of card banking products, payment channels, and regulatory/compliance frameworks. + Demonstrated ability to use data to substantiate arguments, prioritize issues, report KPIs, and measure outcomes. + Exceptional analytical, problem-solving, and organizational skills with an ability to manage multiple concurrent projects and initiatives. + High levels of initiative, sound judgment, and demonstrated tact in communication and conflict resolution. + Ability to work independently and credibly across cross-functional teams, effectively engaging with associates at all levels and external partners. + Proficiency with project management tools, data analysis applications, and Microsoft Office **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (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 (********************************************************** 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.
    $58k-73k yearly est. 30d ago
  • Underwriter Specialist Sr

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Miami Lakes, FL

    At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone's ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time. Underwriter Specialist provides cursory analytical support for Consumer/Portfolio Mortgage underwriting groups including spreading and preliminary analysis of existing customers and prospects. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Ensures the consumer loan application information provided is accurate and complete + Performs credit analysis and makes credit decisions within authority limits + Ensures accuracy of any preliminary analysis presented + Reviews and analyzes applicable ratios (i.e., DTI, PTI, & LTV) + Reviews proof of income and financial statement documentation when required by policy + Provides financial statement spreading on loan request when necessary + Contacts bankers to gather information to make appropriate decisions and explains loan decision + Performs other duties as assigned **Requirements** + Bachelor (4-year college) degree and 5+ years of experience or equivalent combination of education and experience + Microsoft Office suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (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.
    $35k-45k yearly est. 60d+ ago
  • Tactical Sourcing Manager

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Coral Gables, FL

    **Location** **:** On site | Birmingham, AL, Charlotte, NC, Coral Gables, FL, Knoxville, TN, or Memphis, TN, The Tactical Sourcing Manager position reports to the Head of Strategic Sourcing and is a part of the CFO division at First Horizon Bank. The Tactical Sourcing Manager position works closely with Strategic Sourcing Managers on vendor agreements that need to be processed and renewed. The Tactical Sourcing Manager is responsible for effectively and efficiently managing and executing the renewal process for vendor contracts for First Horizon Bank. This role will serve as a key liaison between vendors, internal stakeholders, and the strategic sourcing team to support timely and compliant contract renewals. **Specific Responsibilities:** + Proactively track and manage all upcoming vendor contract renewals, ensuring no lapse in service to associates and our clients. + Review renewal terms and conditions, verify pricing, and confirm service requirements with vendors and relevant stakeholders. + Coordinate with departmental associates to gather renewal requirements and assess ongoing business needs. + Prepare, process, and secure approvals for renewal documentation in accordance with internal policies and compliance standards. + Communicate regularly with vendors to negotiate renewal terms, address questions, and resolve any discrepancies. + Collaborate with legal, risk, and compliance teams to ensure all contract renewals are aligned with regulatory and policy guidelines. + Maintain accurate records of all vendor renewal activities, including timelines, documentation, and communications. **Qualifications:** + Bachelor's degree in Business Administration, Supply Chain Management, or related field preferred. + 2+ years of experience in procurement, contract administration, or vendor management. + Strong attention to detail and organizational skills. + Excellent communication and negotiation abilities. + Familiarity with contract management systems and procurement software a plus. + Ability to collaborate effectively with associates across departments. + Experience working in a banking or financial institution environment preferred. **Hours:** Monday - Friday, 9am - 5pm **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (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.
    $76k-89k yearly est. 13d ago
  • Universal Banker

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Miami, FL

    Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals) and provide support to banking center management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and service + Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services. + Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs. + Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts. + Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. + Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns. + Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate. Client experience + Research and resolve problems and respond to client inquiries on account status. + Deliver excellent client experiences consistently and promptly resolve client issues effectively. + Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management + Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency + Assist banking center associates with all aspects of daily operations as needed, including audit controls. + Assist banking center management with "on the job training" of new associates. + Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job-related duties as assigned **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience. + High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. **Hours** : + Monday - Thursday / 8:30 AM to 4:30 PM + Friday / 8:30 AM - 5:15 PM + Sat / 8:30 AM - 1:15 PM **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $31k-37k yearly est. 51d ago
  • Financial Advisor Senior

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Coral Gables, FL

    We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a 'Best in Class' culture, then you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you. **Additional Responsibilities** : - Drive growth in your market and achieve revenue and profitability goals. - Actively communicate the firm's value proposition and advice-based service offering to all stakeholders. - Develop client relationships through internal banker referral partners and external COIs. - Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate. - Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships. - Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions. - Engage your connectivity in the community to foster business development. **Qualifications** : - 4+ years experience in the Financial Services industry. - Bachelor's Degree required from accredited college or university. - Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged. - Excellent consultative sales skills, with demonstrated business development track record. - Strong written and oral communication skills. **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 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.
    $42k-57k yearly est. 5d ago
  • Treasury Management Product Manager, Sweep and Escrow

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Miami Lakes, FL

    **Location:** Onsite in Birmingham, AL; Memphis TN, Lafayette, LA; New Orleans, LA; Dallas Texas; Miami, FL; or Dallas, TX. We're seeking an experienced Product Manager to join Treasury Management division, focusing on our Commercial Liquidity and Escrow solutions. This role will organize and manage the TM Commercial Liquidity / Escrow products and services. The ideal candidate will drive product strategy, enhance client experience, and accelerate product adoption while working within a dynamic team of product managers and developers. The product manager will be responsible for: + Aligning solutions to meet client needs + Assessing Marketplace competitiveness + Pricing and profitability + Growth and trend metrics + Legalities, compliance and risk mitigation + Product information and collateral for client facing and internal usage + Training on product capabilities, features/benefits and lead identification + Lead product development lifecycles to enhance or implement new solutions **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Develop a strategic vision for products and create a roadmap that speaks to a long-term vision, whilst identifying and delivering quick wins for short-term gains. + Be an evangelist and advocate products across the business and build tight relationships with LOB teams to enable engagement and adoption + Demonstrated sense of prioritization and execution against critical deliverables, coupled with a sense of personal ownership for key projects / issue resolution + Manage each launch through the entire product development lifecycle including discovery, prioritization, design, development, user acceptance testing, pilot testing, and product ramp up. + Document managed Products' key client value proposition and competitive position in marketplace. + Document Bank implementation, maintenance and revenue tracking mechanism of product and update implementation forms and pricing proforma + Create optimum revenue and profitability of managed products. + Develop and manage product marketing collateral and materials, TM web site updates and client product demos (as appropriate). + Document and report on managed products' trends in growth and revenue. + Create annual product statement and rating of product in product life cycle. Relate to available industry information and compare to industry growth trends. + Inform and train relationship teams regarding products capabilities, features/benefits, client usage and industry specialization, lead identification and fitment into revenue cycle. + Serve as a technical Treasury Management sales resource and participate in key sales and training situations for products + Prepare product development objectives and schedules for all phases of product development and introduction to market + Monitor how clients utilize the managed product in various real-world installations. Share insights with TM Sales and TM Operations. Capture and illustrate the client experience to highlight its applications across different industries and for internal teams. **SUPERVISORY RESPONSIBILITIES** While the Treasury Management Product Manager does not have direct supervisory responsibilities, this role requires strong partnership and collaboration skills. The successful candidate will: + Engage and collaborate with cross-functional teams, including Sales, Marketing, Operations, and IT, to drive product initiatives and align strategies. + Act as a liaison between stakeholders to ensure seamless communication and execution of product plans. + Influence and inspire internal teams by sharing insights and advocating for product vision and goals. + Coordinate with external vendors and partners to enhance product offerings and customer experience **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: + 5+ years of product management experience, preferably in financial services commercial deposit products / services + Bachelor's degree in Business, Finance, Technology, or related field. Master's/MBA a plus. + Proven experience in developing and managing commercial deposit products and services, with a strong understanding of escrow, lawyer trust, and sweep services + Experience and extensive knowledge of Hogan mainframe core applications is a plus + Experience managing complex products with multiple stakeholders + Demonstrated ability to translate business requirements into technical specifications + Strong analytical and financial modeling skills + Excellence in stakeholder management and cross-functional leadership + Ability to work autonomously with a balanced team approach, you don't need to wait for directions, but know when buy-in is critical + Ability to work in a fast-paced environment, managing multiple products and projects simultaneously, passionate about building meaningful, intuitive products + The ability to write clear, concise internal product specifications, external communications and training materials + Must be analytically oriented and be able to break down complex processes and explain it in simple terms to stakeholders + This candidate must have excellent oral and written communication skills + The candidate must possess excellent knowledge of the Microsoft Office products to review/read/send email, create memos/letters, spreadsheets, client presentations, flow charts, etc. + Must be a self-starter and be able to motivate her/his peers and influence partners in other areas to achieve common goals **COMPUTER AND OFFICE EQUIPMENT SKILLS** + Advanced skills in Word, Excel, PowerPoint, and Outlook for creating reports, presentations, and communications. + Experience with tools such as JIRA for tracking project progress and Visio (or like solution) for creating process flows or diagrams + Proficiency in software like Tableau, Power BI, SQL, Oracle, or similar for analyzing data trends and generating insights. + Familiarity with treasury management systems and payment platforms is preferred. **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** + Certified Treasury Professional (CTP) or similar certification is a plus **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $86k-105k yearly est. 60d+ ago
  • Data Integration Sr Analyst - Consumer Banking Strategic Initiatives

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Miami, FL

    **Location:** On site in Memphis, TN, Charlotte, NC, Raleigh, NC, Orlando, FL, Miami, FL, Lafayette, LA, New Orleans, LA, Dallas, TX. **Reports To:** Head of Strategic Initiatives, Consumer Banking **About the Role** As a **Data Integration Senior Analyst** at First Horizon, you will serve as a strategic partner to Consumer and Small Business Banking leadership, driving data-informed decision-making through robust integration and analysis. You will lead efforts to collect, validate, and synthesize performance data across the bank into scalable, centralized systems that power scorecards, dashboards, and key metrics. Your expertise in geographic information systems (GIS) will be instrumental in advancing geospatial analytics and supporting the rollout of new GIS tools. This role requires a strong command of data architecture, visualization, and cross-functional collaboration to deliver actionable insights that shape strategic initiatives. **Responsibilities** + Lead the design and maintenance of scalable data integration workflows to support performance reporting across Consumer Banking. + Partner with cross-functional teams to identify and resolve data gaps, inconsistencies, and quality issues. + Oversee the collection and analysis of external market data, including branch footprint and competitive intelligence across First Horizon's 12-state network. + Collaborate with retail, business banking, analytics, and strategy teams to ensure timely and accurate data delivery. + Develop and maintain documentation of data sources, methodologies, and update schedules to ensure transparency and repeatability. + Produce high-impact reports and dashboards for senior leadership, including ad-hoc analysis to support strategic decisions. + Champion data governance and integrity standards across all integration efforts. + Contribute to the development and implementation of advanced GIS tools and spatial analytics capabilities. **Qualifications:** + Bachelor's degree in Business, Finance, Economics, Data Science, Environmental Sciences, or related field; equivalent experience considered. + 4+ years of experience in data integration, analytics, or operations, with increasing responsibility. + Proven ability to architect and manage centralized databases and data pipelines for performance reporting. + Advanced experience with GIS tools and spatial data analysis, including mapping and geospatial insights. + Proficiency in Excel and data visualization platforms (Power BI, Tableau, GIS Insights). + Strong scripting skills (SQL, Python) for data transformation, automation, and analysis. + Excellent communication and stakeholder engagement skills, with a track record of cross-functional collaboration. + Deep interest in banking strategy, branch networks, and market dynamics. **Why Join First Horizon?** You'll have an opportunity to make a visible impact alongside high-performing associates, help drive strategic change, and develop your skills in a collaborative environment. If you're proactive, curious, and thrive on turning information into action, we would love for you to apply. **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.
    $78k-95k yearly est. 4d ago
  • Event Marketing Project Manager, Assistant Vice President

    Citigroup 4.6company rating

    Miami, FL job

    The Event Mkt Project Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Excellent communication and diplomacy skills are required. Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities. **Responsibilities:** + Manages day-to-day project logistics and event execution with internal clients, creating event marketing efficiencies for Citi across all business units. + Collaborates with business unit managers on event strategies and special projects, solution oriented. + Generates ideas to expand client perceptions to help drive results and capture cost savings. + Manages all logistical details p pertaining to event attendees and presenters. + Ensures program branding (marketing materials, signage, and displays) at all events meet Citi requirements and marketing/branding goals. + Develops and implements methods to evaluate overall event value to the business. + Maintains accurate budgets for meetings that will generate ROI and manage metrics reporting details. + Supports all CEMP (Citi Expense Management) initiatives, event risk evaluation's; reconcile program invoices and event final cost reporting. + Partners with colleagues and vendors on details regarding venue logistics and execution, transportation details, audio visual equipment, etc. + Reviews and negotiates contracts to receive the best possible rates. + Partners with Citi technology and audio visual services to ensure appropriate equipment is included for all programs. Work directly with dedicated technicians; secure video conferencing, video recording and all pertinent meeting related equipment. Partner with outside vendors for onsite audiovisual and technology support at non Citi venues. Excellent negotiating skills a must. + Initiates development of web registration sites with web developer; reviews content to ensure accuracy; responds to attendee inquiries noted on registration forms; provide reports to client on a consistent basis indicating changes or updates. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. **Qualifications:** + 5-8 years of experience in Event Marketing or Hospitality Industry + Ability to effectively manage multiple priorities simultaneously in a fast-paced environment + Excellent time management skills to handle projects that have long and short lead times + Excellent relationship management skills with proven success in being people-focused + Excellent negotiation and communication skills **Education:** + Bachelors/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Miami based position. ------------------------------------------------------ **Job Family Group:** Marketing ------------------------------------------------------ **Job Family:** Sponsorship, Promotion and Special Events ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Miami Florida United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $81,600.00 - $122,400.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 11, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $81.6k-122.4k yearly 10d ago
  • Float Universal Banker

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Coral Gables, FL

    **Location:** On site at location listed in job posting as well as coverage for other banking centers in the immediate area. Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals) and provide support to banking center management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and service + Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services. + Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs. + Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts. + Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. + Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns. + Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate. Client experience + Research and resolve problems and respond to client inquiries on account status. + Deliver excellent client experiences consistently and promptly resolve client issues effectively. + Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management + Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency + Assist banking center associates with all aspects of daily operations as needed, including audit controls. + Assist banking center management with "on the job training" of new associates. + Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job-related duties as assigned **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience. + High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **Hours** : + Monday - Friday + 7:45 AM - 5:15 PM **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $31k-37k yearly est. 10d ago

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