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First Horizon Bank jobs in Winston-Salem, NC

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  • Client Specialist Senior

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Winston-Salem, NC

    Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. **Responsibilities** + Provide Commercial Lending Support to Commercial Relationship Managers + Review and Fund Loans + Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records. + Obtains credit information and ensures sufficient loan collateral. + Calculates loan items and charges such as interest and payments. + Assists lending officers in activities such as disbursement of funds and extension of new loans. + Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies. + Prepares loan documents, notices, and periodic loan reports. + Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues + Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. + Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client's withdrawals on lines of credit + Communicate with clients, attorney's, insurance companies, title companies, and various other professionals + Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC + Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision + Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents + Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision + Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients + Process wire requests for clients. + Assist other AAs and other departments with administrative support when needed + Performs all other duties as assigned **Requirements** + To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. High school diploma or GED and 5+ years of experience or equivalent combination of education and experience **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $29k-34k yearly est. 7d ago
  • Banking Center Manager II

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Winston-Salem, NC

    **Schedule:** Monday through Friday, 9:00AM to 5:00PM If you're a natural leader and want to lead a team at a strong company with exceptional support, then you'll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's success. **Key Responsibilities Include** + Business development of market area through proactive sales calls and networking to meet or exceed all consumer and business loans, deposits and fee income goals. + Involvement in the local market/community through civic organizations or community groups. + Ensure that personnel are trained and motivated to attain high quality customer service standards and profit goals through proactive sales. + In conjunction with support groups such as retail administration for retail branch managers, develop, identify and implement activities within the branch market area. + Ensure that appropriate staffing is maintained at all times to provide high quality customer service levels. + Regularly monitor the efficiencies of production standards. + Ensure that regulatory compliance standards are met. + Responsible for controlling operational and administrative expenses. + Responsible for resolving all customer service problems. + Responsible for representing the company in a professional manner at all civic and community affairs. **Qualifications Include** + Bachelor's degree + 5+ years of retail banking experience + 1-2 years related experience or an equivalent combination of education and experience + Experience with Microsoft Word, Excel, and Outlook + 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. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **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.
    $125k-151k yearly est. 22d ago
  • Private Bank Wealth Advisor III - Winston - Salem

    Huntington 4.4company rating

    Winston-Salem, NC job

    The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. NOTE: This position may be considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required. Preferred Qualifications: Securities and life insurance licenses. Demonstrated success working with high net worth clients. Proven ability to build strong relationships with clients. Excellent written and verbal communication skills. Ability to multi-task. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $73k-94k yearly est. Auto-Apply 42d ago
  • Preferred Banker

    Huntington National Bank 4.4company rating

    Winston-Salem, NC job

    As a Preferred Banker , you are responsible for managing an assigned portfolio of high value consumer and business customers across multiple bank branches. Your success is driven by your high degree of proficiency in consumer and business deposit products, consumer/home lending, business lending, investments and credit management so that you may build consumer and business relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: + Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners + Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) + Maintaining knowledge of all products, services, technology and policies to provide the best service to customers. + Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation. + Adhering to all operational, security, risk and regulatory policies and procedures. + Other duties as assigned. Basic Qualifications: + High School Diploma or GED and minimum of 2 years customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience. + FINRA Licenses (required): Candidate must have 3 of the following 5 licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE - Securities Industry Essentials. If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date. Failure to acquire required licensure within the designated time period, will result in the colleague being ineligible to continue in the position. Preferred Qualifications: + Bachelor's Degree and 2 years or more in customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience. + Ability to drive sales and manage a book of business. + Ability to build, deepen and retain relationships. + Demonstrates acumen in banking, investments, consumer lending, business banking, business lending, sales, customer service, and presentation skills. + Excellent verbal and written communication skills. + Comfort with technology such as mobile services and online banking services. + Knowledge of consumer and business deposit products. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $39k-49k yearly est. 60d+ ago
  • Commercial P&C Insurance Sales Exec Sr - Charlotte, NC

    Huntington National Bank 4.4company rating

    Winston-Salem, NC job

    The Insurance Sales Executive Senior - Commercial P&C is a high-impact, commission-based sales role offering significant income potential. This position requires strong consultative selling skills, effective communication, and a deep understanding of the insurance industry. We provide a comprehensive three-year income transition plan to support your success from day one. The ideal candidate will be skilled in pursuing and closing sales in the Commercial Property and Casualty space, particularly with clients in the $50M-$500M+ revenue range. Expertise across all lines of commercial P&C insurance-including loss sensitive and group captive insurance programs-is essential. A strong focus on business development and strategic growth is critical to success in this role. Key Responsibilities: + Drive business development by identifying and cultivating new client opportunities through internal and external networks, industry events, and strategic partnerships. + Develop and maintain profitable relationships with new prospects and existing clients. + Execute a personal business plan to ensure the assigned annual new business goal is met or exceeded. + Collaborate with internal teams to develop strategies for new and renewal business. + Build strong partnerships with bank colleagues within assigned market or industry vertical(s). + Conduct pre-call research in advance of client/prospect meetings to ensure presentation of impactful advice and guidance. + Provide leadership and guidance to service and operations teams, supporting their ongoing development. + Actively participate in sales meetings, client strategy sessions, and company events. + Maintain all required licenses and complete continuing education requirements. + Perform additional duties as assigned. Basic Qualifications: + Bachelor's degree. + Active Property & Casualty (P&C) insurance license. + 7+ years experience in complex commercial Property & Casualty insurance sales. Preferred Qualifications: + Bachelor's degree in Business, Finance, Insurance, or a related field. + Additional state insurance licenses. + Proven track record of success across multiple additional insurance lines - employee benefits, life and personal lines. + Engagement with C-suite decision-makers and influencers. + Professional designations (CPCU - Chartered Property Casualty Underwriter, CIC - Certified Insurance Counselor, or ARM - Associate in Risk Management). + Experience working with middle-market clients ($50M-$500M revenue) and expertise in loss sensitive and group captive insurance programs. + External board or committee involvement. + Demonstrated success in business development, including market expansion, lead generation, and strategic sales planning. #LI-KB1 #INS Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $78k-119k yearly est. 60d+ ago
  • Customer Experience Banker - Stanleyville NC- Bilingual Spanish Preferred

    Huntington 4.4company rating

    Winston-Salem, NC job

    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in understanding and educating customers on consumer deposit products. Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. Adhering to all operational, security, risk and regulatory policies and procedures. Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation. Other duties as assigned. Basic Qualifications: High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: 1 year or more in customer service in banking, financial services or goal driven retail sales. Cash handling skills. Comfort with technology such as mobile services and online banking services. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $30k-37k yearly est. Auto-Apply 21d ago
  • Banking Center Operations Coordinator

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Winston-Salem, NC

    Provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the transactional processing staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all policies and procedures affecting the day-to-day operations. Perform related duties as required to assist in achieving banking center goals. Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment, which include the duties and responsibilities described herein. **Weekly Scheduled Hours:** Monday through Friday, 8:30AM to 5:15PM **ESSENTIAL DUTIES AND RESPONSIBILITIES** **Operational efficiency** · Oversee center cash operations including cashboxes, vault, ATM, and TCRs to ensure center cash is managed, balanced, and secured within the established limits following bank policy. · Process client transactions accurately and efficiently and using sound judgment when providing approvals and overrides to safeguard against fraud and errors. · Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team. · Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures. · Mitigate the bank's risk as outlined in the Compliance and risk management section below including assisting with cash audits and ensuring accurate record retention. **Compliance and risk management** · Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. · Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers' difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions. · Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing. · Control the inventory of cash, Official Checks and Personal Money Orders through dual control. **Client experience** · Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively. · Ensure an excellent overall client experience by assisting clients with select service needs. · Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support in order to keep client wait times to a minimum. · Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. **Sales and service** · Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. · Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and associates. **Team management** · Maintain workflow and handle scheduling the associates supporting financial transactions. · Observe, coach, and lead the transactional processing team to ensure all strategic initiatives are executed effectively. · Assist in evaluating employee performance and counseling when needed. · Assist in determining and satisfying training needs and establish performance plans. · Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff. · Assist in conducting meetings to promote sales, product knowledge and client service Perform all other job related duties as assigned **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience **COMPUTER AND OFFICE EQUIPMENT SKILLS** 1. Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** None required **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $30k-37k yearly est. 39d ago
  • Portfolio Management Team Leader

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Winston-Salem, NC

    Portfolio Management Team Lead candidates are experienced commercial lending portfolio managers who have the ability to lead a team of Portfolio Managers and Credit Analysts and directly contribute to the commercial lending portfolio through their assigned partnership with local Relationship Managers. The incumbent will provide direct management to the local team of Portfolio Managers and Credit Analysts, leading talent acquisition, onboarding, and performance management. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for their assigned loan portfolio. Borrowers under the incumbent's management will typically have revenue over $30 million and can exceed $100 million. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of First Horizon's credit policy, processes and risk appetite are preferred. The incumbent must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. **Key Responsibilities Include** + Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts + Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. + Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. + Completes regular monitoring of Market/LOB portfolio management reports, keeping Market/LOB leader apprised of portfolio management metrics and performance. + Leads commercial portfolio management meetings, including Market Asset Quality Meetings. + Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. + Ensures Portfolio Managers on the team are effectively engaging and working with their Credit Analyst partners, delegating increasingly complex assignments to promote Credit Analyst development. **Portfolio Management Responsibilities Include:** + Leads the analysis, underwriting, origination, and portfolio management of loans in a commercial loan portfolio. + Utilizes loan structuring, risk identification, and risk mitigation skills + Understands and applies the Bank's risk grading methodology and credit appetite + Manages complex relationships with ability to understand both C&I and income-producing real estate (CRE) borrowers. + Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. + Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. + Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. **Qualifications Include** + Minimum 6 to 8 years of commercial underwriting and portfolio management experience + Bachelor's degree (or equivalent in work experience) required. + 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 + 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, significant business partners, commercial lending prospects and clients. + Strong written and oral communication skills. + Strong organizational and customer service skills. + Accurate typing, spelling and grammar skills. + Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel. **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $32k-40k yearly est. 12d ago
  • Mortgage Loan Originator - Greensboro

    Fifth Third Bank, N.A 4.6company rating

    Greensboro, NC job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Develop referral contacts (realtors, builders, professional and personal contacts). + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Follow defined protocol for escalation exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipeline for all originated loans through closing and complete required management reports. + Communicate with branches and/or applicants of providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant's and support staff's expectations. + Attend and participate in all Consumer Lending meetings as required by management. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Must have two years of mortgage sales lending experience. + Must have an established, local book of business. + Must have existing mortgage sales of $1 million per month. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. LI - MC1 Mortgage Loan Originator - Greensboro At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Greensboro, North Carolina 27408 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.
    $37k-44k yearly est. 60d+ ago
  • Contact Center Coach and Performance Manager

    First Horizon Corp 3.9company rating

    First Horizon Corp job in Winston-Salem, NC

    At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone's ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time. SUMMARY The Performance Manager's primary focus is coaching, development and performance of a designated team of virtual customer service agents located in a contact center setting. This position would have approximately 15 direct reports and is responsible for the team's adherence to corporate attendance and employment policies. A high degree of autonomy and business acumen is required. Responsible for the overall coordination and management of a segment of the company's bank activities or one or more of the bank's product lines. WEEKLY SCHEDULED HOURS: During work week hours are 11:00 AM - 8:00 PM with Saturday closing shift of 11:00 AM - 8:00 PM Day off is Sunday and another day off during the middle of the week. ESSENTIAL DUTIES AND RESPONSIBILITIES * Coaches and supports team with a goal of continuous growth and skill improvement * Inspires exceptional performance by managing at an individual level and leading by example * Provides continuous feedback to team members for their progress and progression plan for their role SUPERVISORY RESPONSIBILITIES * Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: * Bachelor's (4-year college) degree and 2-4 years of experience or equivalent combination of education and experience * 5-10 years of experience or an equivalent combination of education and experience About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $33k-43k yearly est. 10d ago
  • Customer Experience Banker- Stratford, Winston Salem

    Huntington Bancshares Inc. 4.4company rating

    Winston-Salem, NC job

    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: * Providing excellent customer service and effectively resolving customer issues. * Being proficient in understanding and educating customers on consumer deposit products. * Proactively identifying opportunities to grow customer relationships through a disciplined sales process, new customer follow-up program, outbound calling, and sourcing referrals from customers and partners. * Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. * Adhering to all operational, security, risk and regulatory policies and procedures. * Demonstrating acumen in sales, customer service, relationship management, banking, communication and presentation. * Other duties as assigned. Basic Qualifications: * High School Diploma or GED and minimum of 1 year customer service or military service in an administration, contracting, civil affairs, or similar role or a Bachelor's Degree. Preferred Qualifications: * 1 year or more in customer service in banking, financial services or goal driven retail sales. * Cash handling skills. * Comfort with technology such as mobile services and online banking services. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $29k-34k yearly est. Auto-Apply 59d ago
  • Retail Market Manager - Central Carolinas

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Greensboro, NC

    **Schedule:** Monday through Friday, 8:00AM to 5:00PM The Retail Market Manager will be responsible for building a high performing Banking Center team and deliver well balanced results in all aspects of Retail Banking. Responsibilities include growing profitability, advice driven sales, associate coaching, operational excellence, customer experience, and workforce management. An effective Retail Market Manager demonstrates a high level of emotional intelligence, effective change management, and strong communication skills. Ideal candidate must be available to effectively support a broad number of banking centers within the market. **Specific responsibilities to include:** **Strategic leadership** + Coaches, leads and manages Banking Center Managers and teams to ensure all strategic initiatives are executed effectively. + Implement the vision for driving growth and profitability by executing on Retail Banking strategy within the Market. + Provide visionary leadership to the Retail Banking team, fostering a culture of customer focus. + Collaborate with peers and Retail Banking Executive to align goals with the overall organizational strategy. + Models and demonstrates First Horizon Bank (Firstpower) culture. Promotes a positive work culture by increasing and supporting associate engagement and develops plans to improve associate experience scores. Creates a winning culture through consistent recognition. + Involved in the community and actively serves in a leadership capacity in support of bank programs. **Sales and business development** + Implement and coach advice driven sales process. + Drive business growth by establishing and achieving goals and priorities. + Use sales management tools and data to proactively identify performance gaps and puts action plans in place for improvement. + Consistently visits banking centers to provide one-on-one coaching, inspect, and recognize sales activities and behaviors. + Establish and nurture relationships with key clients and partners to expand the client base. + Identify cross-selling opportunities and collaborate with partner lines of business to maximize revenue generation. + Deliver expected balance sheet and income statement results for the Market. **Client experience** + Ensure exceptional client experiences across all banking centers. + Implement strategies to enhance client engagement, satisfaction, and loyalty. + Resolve escalated client issues and ensure prompt resolution to maintain a positive reputation. **Team management** + Recruit, train, develop, and retain a high-performing Retail Banking team. + Provide regular coaching, feedback, and performance evaluations to team members. + Foster a collaborative and inclusive work environment that promotes teamwork and professional growth. + Create and support a healthy climate and culture, including inspiring trust, motivating associates, influencing behaviors, and fostering associate engagement. + Communicate and explain critical changes in the business environment and assist banking center associates in understanding and embracing change. + Create and support a healthy climate and culture, including inspiring trust, motivating associates, influencing behaviors, and fostering associate engagement **Compliance and risk management** + Ensures the operational integrity of the banking centers and ensures team compliance with bank regulations, policies, and procedures. Partners with Retail Operations team to address operational concerns. + Manage loan pricing exceptions and credit exception requests. + Implement effective risk management practices to minimize potential financial and operational risks. + Lead internal audits and assessments to ensure adherence to policies and procedures. **Operational efficiency** + Manage processes and workflows within Retail Banking for efficiency and cost-effectiveness. + Monitor operational metrics and implement improvements as needed. 1. **Supervisory Responsibilities -** Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. **Qualifications:** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: + Bachelor (4-year college) degree and 4-6 of experience or equivalent combination of education and experience and 3+ years of high sales performance. **About Us** First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **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 (********************************************************** **Qualifications** **Behaviors** **Required** + **Enthusiastic:** Shows intense and eager enjoyment and interest + **Team Player:** Works well as a member of a group + **Leader:** Inspires teammates to follow them + **Dedicated:** Devoted to a task or purpose with loyalty or integrity **Motivations** **Required** + **Self-Starter:** Inspired to perform without outside help + **Goal Completion:** Inspired to perform well by the completion of tasks + **Ability to Make an Impact:** Inspired to perform well by the ability to contribute to the success of a project or the organization 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-110k yearly est. 10d ago
  • Universal Banker

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Asheboro, NC

    **Schedule:** Monday - Friday 9am - 5pm 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. **COMPUTER AND OFFICES EQUIPMENT SKILLS** Microsoft Office Suite In addition, 10-key calculator; coin counter As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** **Qualifications** **Behaviors** **Preferred** + **Enthusiastic:** Shows intense and eager enjoyment and interest **Motivations** **Preferred** + **Growth Opportunities:** Inspired to perform well by the chance to take on more responsibility Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $32k-38k yearly est. 15d ago
  • Portfolio Management Team Leader

    First Horizon Corp 3.9company rating

    First Horizon Corp job in Winston-Salem, NC

    Portfolio Management Team Lead candidates are experienced commercial lending portfolio managers who have the ability to lead a team of Portfolio Managers and Credit Analysts and directly contribute to the commercial lending portfolio through their assigned partnership with local Relationship Managers. The incumbent will provide direct management to the local team of Portfolio Managers and Credit Analysts, leading talent acquisition, onboarding, and performance management. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for their assigned loan portfolio. Borrowers under the incumbent's management will typically have revenue over $30 million and can exceed $100 million. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of First Horizon's credit policy, processes and risk appetite are preferred. The incumbent must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. Key Responsibilities Include * Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts * Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. * Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. * Completes regular monitoring of Market/LOB portfolio management reports, keeping Market/LOB leader apprised of portfolio management metrics and performance. * Leads commercial portfolio management meetings, including Market Asset Quality Meetings. * Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. * Ensures Portfolio Managers on the team are effectively engaging and working with their Credit Analyst partners, delegating increasingly complex assignments to promote Credit Analyst development. Portfolio Management Responsibilities Include: * Leads the analysis, underwriting, origination, and portfolio management of loans in a commercial loan portfolio. * Utilizes loan structuring, risk identification, and risk mitigation skills * Understands and applies the Bank's risk grading methodology and credit appetite * Manages complex relationships with ability to understand both C&I and income-producing real estate (CRE) borrowers. * Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. * Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. * Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. Qualifications Include * Minimum 6 to 8 years of commercial underwriting and portfolio management experience * Bachelor's degree (or equivalent in work experience) required. * 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 * 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, significant business partners, commercial lending prospects and clients. * Strong written and oral communication skills. * Strong organizational and customer service skills. * Accurate typing, spelling and grammar skills. * Strong computer skills required with the following programs: Word, Outlook, PowerPoint, and highly proficient skills with Excel. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $32k-40k yearly est. 12d ago
  • Banking Center Operations Coordinator

    First Horizon Corp 3.9company rating

    First Horizon Corp job in Winston-Salem, NC

    Provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the transactional processing staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all policies and procedures affecting the day-to-day operations. Perform related duties as required to assist in achieving banking center goals. Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment, which include the duties and responsibilities described herein. Weekly Scheduled Hours: Monday through Friday, 8:30AM to 5:15PM ESSENTIAL DUTIES AND RESPONSIBILITIES Operational efficiency * Oversee center cash operations including cashboxes, vault, ATM, and TCRs to ensure center cash is managed, balanced, and secured within the established limits following bank policy. * Process client transactions accurately and efficiently and using sound judgment when providing approvals and overrides to safeguard against fraud and errors. * Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team. * Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures. * Mitigate the bank's risk as outlined in the Compliance and risk management section below including assisting with cash audits and ensuring accurate record retention. Compliance and risk management * Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. * Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers' difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions. * Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing. * Control the inventory of cash, Official Checks and Personal Money Orders through dual control. Client experience * Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively. * Ensure an excellent overall client experience by assisting clients with select service needs. * Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support in order to keep client wait times to a minimum. * Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Sales and service * Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. * Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and associates. Team management * Maintain workflow and handle scheduling the associates supporting financial transactions. * Observe, coach, and lead the transactional processing team to ensure all strategic initiatives are executed effectively. * Assist in evaluating employee performance and counseling when needed. * Assist in determining and satisfying training needs and establish performance plans. * Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff. * Assist in conducting meetings to promote sales, product knowledge and client service Perform all other job related duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience COMPUTER AND OFFICE EQUIPMENT SKILLS 1. Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required DeGarmo Behavioral Assessment Requirement * All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position * The assessment takes approximately 12-15 minutes to complete * Assessment results must be submitted prior to having your application evaluated by Talent Acquisition About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $30k-37k yearly est. 38d ago
  • Banking Center Manager

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Asheboro, NC

    If you're a natural leader and want to lead a team at a strong company with exceptional support, then you'll want to be one of our banking center managers! You will immerse yourself in the community, build and maintain client relationships, and oversee all banking center functions to lead your team's success. **Weekly Scheduled Hours:** Monday - Friday, 8:30AM -5:15PM, Some Saturdays 8:30AM to 1:00PM **Key Responsibilities Include** + Business development of market area through proactive sales calls and networking to meet or exceed all consumer and business loans, deposits and fee income goals. + Involvement in the local market/community through civic organizations or community groups. + Ensure that personnel are trained and motivated to attain high quality customer service standards and profit goals through proactive sales. + In conjunction with support groups such as retail administration for retail branch managers, develop, identify and implement activities within the branch market area. + Ensure that appropriate staffing is maintained at all times to provide high quality customer service levels. + Regularly monitor the efficiencies of production standards. + Ensure that regulatory compliance standards are met. + Responsible for controlling operational and administrative expenses. + Responsible for resolving all customer service problems. + Responsible for representing the company in a professional manner at all civic and community affairs. **Qualifications Include** + Bachelor's degree + 1-2 years related experience or an equivalent combination of education and experience + Experience with Microsoft Word, Excel, and Outlook + 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. **NMLS Language** As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **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.
    $125k-151k yearly est. 28d ago
  • Mortgage Loan Originator - Greensboro

    Fifth Third Bank 4.6company rating

    Greensboro, NC job

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by completing Fannie Mae form 1003 on the laptop. Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses and transmitting the loan to LOMAS. Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. Manage pipeline for all originated loans through closing and complete required management reports. Communicate with branches and/or applicants of providing timely updates and progress reports. Maintain high levels of customer service while managing each applicant's and support staff's expectations. Attend and participate in all Consumer Lending meetings as required by management. MINIMUM KNOWLEDGE AND SKILLS REQUIRED: High school diploma or equivalent mandatory. Four-year college degree preferred. Knowledge of conventional and/or government lending guidelines. Knowledge of residential mortgage processing, underwriting, and closing procedures. Knowledge of federal lending regulations governing real estate lending. Must have two years of mortgage sales lending experience. Must have an established, local book of business. Must have existing mortgage sales of $1 million per month. Demonstrated organizational skills. Strong written and verbal communications skills. Demonstrated teamwork and customer service skills. Proven computer skills. Basic sales technique skills. Strong desire to excel in a competitive environment. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. LI - MC1 Mortgage Loan Originator - Greensboro At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Greensboro, North Carolina 27408 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.
    $37k-44k yearly est. Auto-Apply 60d+ ago
  • Senior Relationship Banker

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Asheboro, NC

    **Weekly Scheduled Hours** : Monday through Friday 8:30AM to 5:15PM; Saturday 8:30AM to 1:00PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs the most complex assignments. **ESSENTIAL DUTIES AND RESPONSIBILITIES** **Sales and Business Development** - Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. - Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. - Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. - Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. - Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. - Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. **Client experience** - Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). - Deliver excellent client experiences consistently and promptly resolve client issues effectively. - Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. **Compliance and risk management** - Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. **Operational efficiency** - Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. - Assist banking center management with "on the job training" of new associates. - Assist with dual control vault responsibilities and audit controls. - Stay informed of all operational updates and changes to ensure compliance with all current guidelines. - Perform all other job related duties as assigned. **SUPERVISORY RESPONSIBILITIES** No supervisory responsibilities **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. - High school diploma or general education degree (GED) - 5+ years of experience **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft Office Suite, Salesforce **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** None required. **NMLS Language** As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **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.
    $37k-43k yearly est. 31d ago
  • Contact Center Coach and Performance Manager

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Winston-Salem, NC

    At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone's ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time. **SUMMARY** The Performance Manager's primary focus is coaching, development and performance of a designated team of virtual customer service agents located in a contact center setting. This position would have approximately 15 direct reports and is responsible for the team's adherence to corporate attendance and employment policies. A high degree of autonomy and business acumen is required. Responsible for the overall coordination and management of a segment of the company's bank activities or one or more of the bank's product lines. **WEEKLY SCHEDULED HOURS:** During work week hours are 11:00 AM - 8:00 PM with Saturday closing shift of 11:00 AM - 8:00 PM **Day off is Sunday and another day off during the middle of the week. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Coaches and supports team with a goal of continuous growth and skill improvement + Inspires exceptional performance by managing at an individual level and leading by example + Provides continuous feedback to team members for their progress and progression plan for their role **SUPERVISORY RESPONSIBILITIES** + Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: + Bachelor's (4-year college) degree and 2-4 years of experience or equivalent combination of education and experience + 5-10 years of experience or an equivalent combination of education and experience **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.
    $33k-43k yearly est. 14d ago
  • Wealth Management Client Specialist

    First Horizon Bank 3.9company rating

    First Horizon Bank job in Winston-Salem, NC

    The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems. **Essential Duties and Responsibilities** : - Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned. - Extensive client contact , involved in all activities that align with prospective and existing clients - Performs account maintenance including money transfer requests, address changes, etc. - Serves as liaison and between sales team, compliance, and other business lines throughout the firm - Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures - Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation - May attend client meetings, prospect meeting, and client/marketing events - Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment. - Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support - Fulfill financial advisor requests and resolve service-related issues and inquiries - Process tasks and resolve issues in a timely and accurate manner - Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times - Maintain a focus on continuous improvement and provides feedback on system enhancements - Master technology to ensure it is being used to its full benefit **Qualifications** : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. 0-2 years' experience required; 2-4 years' experience preferred 2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred 4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful 5. FINRA Licenses : Series 7, 66/63 preferred 6. Appropriate State Life & Health Insurance licenses preferred **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook X formerly Twitter LinkedIn Instagram YouTube Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $29k-34k yearly est. 47d ago

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