Southwestern Family of Companies jobs - 2,427 jobs
Warehouse Associate II (Forklift Certified)
Great American Opportunities 3.9
Great American Opportunities job in La Vergne, TN
The Warehouse Associate II is responsible for pick and pack order fulfillment and inventory handling in an efficient and accurate manner. This position works with a variety of products, customer orders, and systems to provide exceptional service to Southwestern Distribution Center (SWDC) customers. The Warehouse Associate II works with multiple software platforms, supervises the output of a picking line, and operates machinery/equipment necessary for order fulfillment. This position reports to the Warehouse Manager and provides excellent customer service to internal and external customers while demonstrating the company values and supporting the mission.
JOB DUTIES AND RESPONSIBILITIES:
* Responsible for pick and pack of outbound orders for a variety of customers
* Demonstrate knowledge of product attributes and customer order preferences in order to provide excellent customer service and identify inventory issues
* Verify and audit inventory receiving, stocking, fulfillment, and order returns process
* Monitor and maintain minimum stocking quantities on the picking lines
* Process returned orders back into inventory
* Perform quarterly inventory cycle counts
* Process orders and create shipping documentation on a variety of software platforms
* Operate machinery and equipment necessary for order fulfillment
* Oversee a production line or project to meet required demand as directed by supervisor
* Participate in special projects such as kitting, inventory labeling, creating finished goods, etc.
* Perform other duties as assigned
REQUIRED QUALIFICATIONS:
* High School Diploma or equivalent
* 3 years of experience in warehouse operations
* Forklift Certified
* Must be willing to work occasional Saturdays and overtime hours as required to support warehouse operations and meet shipping deadlines
* Ability to work with multiple software platforms
* Ability to operate machinery/equipment as required
* Ability to handle repetitive work
* Ability to adapt to change
* Ability to work on multiple projects simultaneously while accomplishing daily tasks
* Effective oral and written communication skills and excellent interpersonal skills
* Attention to detail, critical thinker and problem-solving skills
* High standards for integrity, honesty, professionalism, and work ethic
* Commitment to service excellence
* Ability to work independently while demonstrating excellent organization and follow through
* Demonstrates flexible and efficient time management and ability to prioritize workload
* Ability and willingness to move with purpose and a strong sense of urgency
* Self-motivated, positive, and enthusiastic
* Self- starter with a strong desire to exceed expectations and capable of supporting a team
* Maintains confidentiality discretion
* Ability to effectively work in collaboration with others to achieve business objectives
* Willing to grow and be challenged
* Attends training as requested/deemed necessary
$23k-34k yearly est. 54d ago
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Email Marketing Specialist
Great American Opportunities 3.9
Great American Opportunities job in Nashville, TN
ABOUT US: At Southwestern Consulting, actions speak louder than words. Our values, strengths, and core beliefs shine through the actions of our people - our employees and contractors. We create a culture that elevates employees through professional development, transparency, and fun, so that we are empowered to treat our clients (past, present, and potential) with the same high level of care and thoughtfulness.
Southwestern Consulting consists of three unique divisions, each with a focused mission that helps professionals take their business and life to the next level.
Southwestern Coaching - Elevate Sales
Southwestern Training - Elevate Performance
Southwestern Speakers - Elevate Events
JOB SUMMARY:
The Email Marketing Specialist is responsible for owning and executing Southwestern Consulting's email marketing strategy across the full customer lifecycle. This position plays a critical role in lead nurturing, client retention, product launches, and revenue enablement by delivering timely, relevant, and data-driven email communications. The Email Marketing Specialist will collaborate closely with Marketing, Sales, Product, and Customer Experience teams to verify email campaigns align with business objectives and deliver measurable results. This position reports to the Senior Director of Marketing and provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.
JOB DUTIES AND RESPONSIBILITIES:
* Own the strategy, execution, and optimization of all email marketing campaigns across multiple business lines
* Build, manage, and maintain advanced segmentation lists based on behavior, lifecycle stage, engagement, products, and CRM data
* Develop and execute automated email workflows, nurture campaigns, and drip sequences within HubSpot or similar platforms
* Write, edit, and optimize high-converting email copy aligned with brand voice, audience intent, and campaign goals
* Collaborate with Salesforce administrators to ensure accurate data syncing, list integrity, and lifecycle tracking
* Partner with Product, Sales, and Customer Success teams to support launches, promotions, renewals, and retention efforts
* Monitor email performance metrics including open rates, click-through rates, conversions, and engagement scores
* Analyze performance metrics and campaign results to provide actionable insights and recommendations for continuous improvement
* Conduct A/B testing on subject lines, content, CTAs, and send timing to continuously improve performance
* Maintain email compliance best practices (CAN-SPAM, GDPR, opt-in management, and deliverability standards)
* Document processes, workflows, and best practices to support scalability and consistency
* Coordinate with internal stakeholders, including sales, product development, and operations teams, to integrate marketing strategies and deliver cohesive campaigns
* Establish and maintain strong relationships with external partners, vendors, and industry influencers to support marketing initiatives and leverage new opportunities
* Ensure that all marketing materials and communications are on-brand, consistent, and effectively support the company's strategic goals
* Perform other duties as assigned
REQUIRED QUALIFICATIONS:
* Bachelor's degree in marketing related field or equivalent work experience
* 3 years of experience in hands-on email marketing in a professional services environment
* Advanced experience with HubSpot (or similar platforms such as Marketo, Pardot, or ActiveCampaign)
* Strong working knowledge of Salesforce and CRM-driven segmentation
* Proven expertise in building segmentation lists, workflows, and automation logic
* Exceptional email copywriting skills with the ability to adapt tone for different audiences and objectives
* Strong analytical skills with experience interpreting campaign performance and making data-driven decisions
* High attention to detail with strong organizational and project management skills
* Ability to manage multiple campaigns simultaneously while meeting deadlines
* Collaborative mindset with the confidence to work cross-functionally and make strategic recommendations
* Bachelor's degree in marketing, business administration, or a related field
* Advanced proficiency with Microsoft Office Suite, including Word, PowerPoint, Excel, and Outlook
* Demonstrate expertise in digital marketing strategies, content development, and multi-channel campaign management
* Strong strategic thinking and problem-solving skills with the ability to manage multiple projects and priorities in a fast-paced environment
* Ability to work on multiple projects simultaneously while accomplishing daily tasks
* Effective oral and written communication skills and excellent interpersonal skills
* Attention to detail, critical thinker, and problem-solving skills
* High standards for integrity, honesty, professionalism, and work ethic
* Commitment to service excellence
* Ability to work independently while demonstrating excellent organization and follow through
* Demonstrate flexible and efficient time management and ability to prioritize workload
* Self-directed with an ability and willingness to move with purpose and a strong sense of urgency
* Self-motivated, positive, and enthusiastic
* Self-starter with a strong desire to exceed expectations and capable of supporting a team
* Willing to grow and be challenged
* Attend training as requested
PREFFERED QUALIFICATIONS:
* Experience supporting multiple brands, products, or business units within one organization
* Familiarity with subscription models, memberships, or long-cycle nurture funnels
* Experience working in a consulting, coaching, or professional development environment
* Knowledge of email deliverability best practices and engagement scoring models
#Hybrid
$47k-59k yearly est. 3d ago
Market Growth Director - Talent & Advisor Development
Thrivent 4.4
Nashville, TN job
A financial services firm is seeking a Market Director in Nashville, Tennessee. This role involves driving growth through advisor teams, recruiting and developing talent, and strengthening local market relationships. The ideal candidate will have over 5 years of experience in the financial industry, a strong track record in business development, and proficiency with Salesforce and financial planning tools. Competitive compensation includes a base salary along with bonuses and comprehensive benefits.
#J-18808-Ljbffr
$92k-114k yearly est. 6d ago
Treasury Solutions Support Specialist
Renasant Bank 4.3
Memphis, TN job
Job ID 2026-14997
The Treasury Solutions Support Specialist fulfills a key role for Renasant Bank's Treasury clients. This person must be motivated and passionate in creating legendary client support experiences through inbound and outbound service interactions with Treasury Solutions clients. This position serves as the front line for Treasury Solutions to respond to questions and issues, from clients and our banking partners, in a timely and efficient manner.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Must be a passionate advocate for providing exceptional client experiences for all Treasury Solutions products thereby attaining client retention and referenceability
Capture customer information in the core system or CRM database that promotes Know Your Customer as related to their Profile, Relationship, Preferences, and Interactions
Document the problem solving process such as decisions made, actions involved and final resolution in the core system or CRM database
Ensure that all relevant parties are updated frequently through the core system or CRM
Resolve client requests through proficient use of system tools, research and navigation within/outside the organization, or escalation to appropriate resource
Ensure any follow-up needed is provide timely
Escalate all complex and technical questions and issues to the appropriate resource as quickly and efficiently as possible ensuring that all known data regarding the incident is provided
Display patience and empathy in handling tough cases and/or difficult clients
Gather and document client feedback for sharing with the Product and Sales teams
Engage in continuous self-performance evaluation and self-training projects
Stay current and knowledgeable on all Treasury Solutions products and services
Stay current on industry trends (market conditions, regulatory changes, and competitor offers) to be effective in responding to client inquiries and needs
Adhere to Renasant Bank's Service Standards Policy and Core Values - RNSTX
Flexibility with work schedule, including possible nights and weekends
Adhere to regulatory guidelines for customer authentication and product disclosures
Maintain confidentiality and security of customer information according to regulatory guidelines and company policies
Seek opportunities to differentiate the customer experience through identifying solutions suitable for client's current or future needs based on life events and risk tolerances
Perform other related duties as assigned
Qualifications
A high school diploma or equivalent; Bachelor's degree is preferred
At least three years' banking experience with at least 1 year in a client facing role
A proven track record of understanding the client needs and delivering exceptional client service consistently
Excellent written and verbal communication skills is required. The Specialist must be able to manage internal and external relationships efficiently and effectively with the ability to articulate solutions to both internal and external stakeholders.
Excellent customer service skills
Strong analytical and problem solving skills
Demonstrated initiative and innovation to resolve issues effectively and efficiently - ability to "think outside the box"
PC Proficiency with various systems and software, including but not limited to Microsoft Office products
Must be able to:
Work and collaborate with others as a team at all levels
Multitask effectively
Organize and prioritize tasks to achieve goals
Perform role with minimal supervision
Be committed to seeking opportunities for continuous improvement and possess the ability to achieve results despite challenges
Ability to understand and apply policies and procedures of federal/state regulations
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$27k-33k yearly est. 4d ago
SBA Banker III
Seacoast National Bank 4.9
Memphis, TN job
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$42k-70k yearly est. 4d ago
Enterprise Fraud Manager
Renasant Bank 4.3
Nashville, TN job
Job ID 2025-14905
The Enterprise Fraud Manager is responsible for the day-to-day operations of the Enterprise Fraud Team as well as the implementation of innovation and technology into the process of detecting and preventing fraud. The Enterprise Fraud Manager is responsible for working with all lines of business to build partnerships necessary for the detection and prevention of fraud.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Manage the day-to-day operational duties of the Enterprise Fraud Team including, but not limited to:
Coordinate preventative and detective processes designed to limit losses to the company and to customers using a risk-based approach
Protect the Company's financial position by making intelligent decisions, often with limited information, regarding various situations involving suspicious or fraudulent activity
Coordinate the monitoring and reporting of fraud losses across all channels
Ensure proactive and reactive adjustments to department activities and review parameters to ensure that resources are deployed in an effective and efficient manner
Maintain the policies and procedures of the Enterprise Fraud Department
Identify, design and implement controls needed to prevent fraud while maintaining awareness of the impact to client and employee experience
Identify, recommend, implement and maintain internally and externally developed fraud detection and prevention solutions/software
Remain informed regarding emerging payment channels, fraud trends, and actions needed to protect the bank and customers from related losses
Leverage data analytics to identify patterns of fraud and implement timely prevention strategies, develop strategies for collecting, reporting and monitoring fraud-related data
Collaborate with core processor to understand and implement fraud prevention strategies
Collaborate with other lines of business and assist with the design and implementation of controls needed to prevent and detect fraud
Participate in and contribute to projects related to the adoption of new products, services, processes, fraud prevention tools, etc.
Perform risk assessments, both formally and informally to identify risks
Evaluate control effectiveness and align resource allocations
Create and maintain organized case files, interact professionally with internal counsel, law enforcement and regulatory agencies regarding fraud cases
Assist with the development of educational materials for employees and customers
Perform other related duties as assigned
Qualifications
Bachelor's degree in Accounting, Finance, or Business preferred (or equivalent years of directly related experience will be considered)
AAP (Accredited ACH Professional) or APRP (Accredited Payments Risk Professional) Certification preferred
Minimum of 3 years of fraud-related job experience
Ability to manage and lead employees
Strong knowledge of banking processes including check clearing, wire transfer, ACH, debit cards, and other payment channels.
Ability to communicate effectively and professionally in all situations, including high-stress situations
Ability to work independently and as part of a team
Ability to multi-task and manage quickly developing situations
Ability to interact professionally with internal auditors, external auditors, regulators, and/or business units
Ability to manage problems involving several variables in situations where only limited standardization exists
Ability to be an effective contributor in a group setting where multiple points of view are present and decisions need to be made quickly
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
Back Treasury Management Sales Specialist - Treasury Management #44-7875 Apply X Facebook LinkedIn Email Copy Location
This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be in Nashville LPO.
Market Nashville Work Hours per Week 37.5 Requirements
4-year degree in business or other related field preferred; or 2-4 years of equivalent banking experience.
Experience in the sale and/or support of Treasury Management products and services preferred.
Job Description
SUMMARY
The Treasury Management Sales Associate is responsible for assisting the Treasury Management Regional Sales Manager and the Treasury Management Sales Officers (TMO) in the sale and support of Treasury Management products and services. The primary responsibility of this position will be to provide sales, risk and operational support for the TMO's, allowing them to focus their attention on developing new sales opportunities for WesBanco.
ESSENTIAL FUNCTION
Banking is a highly regulated industry, and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned and compliance training in a timely manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Practices the standards of the Mission, Vision and Pledge.
Understands the various types of Treasury Management products and services offered by the Bank.
Assists in completing and documenting Periodic Risk Reviews.
Assists in opening new accounts:
Contacts customers to obtain documents required during the account opening process.
Follows up with the operations team to ensure new accounts are opened in a timely fashion.
Assists in the onboarding and collaboration hub workflows.
Assists in developing request for proposal (RFP) responses.
Assists in the design and proper installation of Treasury Management products.
Meets periodically with existing customers to ensure proper servicing of accounts and to expand existing business relationships.
Assists in the extended account analysis (XAA) set up process.
In conjunction with Treasury Management Support and Onboarding: Assists in training and developing all commercial officers and banking center managers on Treasury Management products and pricing, as needed.
Resolves complex customer issues and communicates with clients and/or the appropriate banking professionals.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
OTHER QUALIFICATIONS
Knowledge of Banking payment systems, depository products, and operational delivery within a financial institution required.
Travel may also be required to attend various training sessions. Occasional driving may be required to attend in person meetings with the Regional Manager and/or Treasury Management Officers.
OTHER SKILLS AND ABILITIES
CLIENT FOCUS
Is dedicated to meeting the expectations and requirements of internal and external customers. Communicates with the client to establish and maintain effective relationships.
PROBLEM SOLVING
Uses rigorous logic and methods to solve difficult problems and probes all sources for answers. Can see hidden problems and is excellent at honest analysis. Looks beyond the obvious and doesn't stop at the first answers.
INTERPERSONAL SKILLS
Relates well to all kinds of people and builds constructive and effective relationships using diplomacy and tact. Can diffuse high-tension situations comfortably.
TIME MANAGEMENT
Uses time effectively and efficiently. Values time and concentrates efforts on critical areas and high priority tasks. Puts trivial issues aside.
TECHNICAL SKILLS
Must display demonstrated knowledge of Microsoft Word, Excel, Outlook and PowerPoint.
Working knowledge of Microsoft SharePoint.
Must be comfortable working with a variety of workflow management systems.
Must be comfortable working with online systems and connecting remotely with customers via Webex or similar software.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Ability to perform normal office and computer functions.
WORKS ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Full-Time/Part-Time Full-time Area of Interest Treasury Management All Locations
$30k-37k yearly est. 4d ago
Member Service Representative (Full-Time) - Millington
Navy Federal Credit Union 4.7
Millington, TN job
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 5600 Navy Road, Millington, Tennessee 38053
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at
.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$28k-35k yearly est. 5d ago
Mortgage Banker
Renasant Bank 4.3
Franklin, TN job
Job ID 2025-12944
The Mortgage Banker will be responsible for establishing and maintaining relationships with Renasant Bank Branch Managers, Realtors, and Builders throughout a designated service area for the purpose of generating production of all one to four family residential products (conforming, conventional, FHA, and VA, as well as other products as they become available). This individual will serve as the facilitator of the mortgage loan process and also must maintain productive relationship with mortgage operations staff.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Originate all types of 1-4 family residential loans
Maintain written goals that are created in conjunction with the Mortgage Banking Department
Coordinate loan production throughout assigned service area
Maintain prescribed system status report of all loan cases in process
Report monthly on the calls made to banks, realtors, and builders
Communicate with the Mortgage Banking department in order to clarify program changes or updates to branch personnel throughout assigned service area
Counsel and communicate with the prospective borrower for the purpose of determining what loan products would be applicable
Schedule appointments to take applications at a location (home, branch office, or work location) convenient to the customer, and work with the customer in the completion of an accurate application and acquisition of supporting documentation
Gather additional information required for the closing of the mortgage which is requested by the Mortgage Banking Department in a timely manner and maintain a status report of all loans in process
Assist customer with closing contingencies
Prepare Good Faith Estimate and Truth-In-Lending within 72 hours from date of application on all applications taken
Provide the Realtor (if applicable) with a weekly written review on the progress of the loan
Educate and update branch personnel throughout immediate service area on identification of conforming loan requirements and how to answer customer inquiries
Establish rapport with the local real estate community and update regularly on programs available by calling on realtors, builders, and attorneys that have an existing relationship with Renasant Bank for the solicitation of the origination of mortgage loans and to determine product needs and coordinate these needs with supervisor
Survey local market areas regularly
Establish priority accounts (realtors, builders, title companies, etc.) and visit respective offices at least once a week
Conduct seminars for local realtors and new associates on different aspects of lending; i.e., conventional, FHA/VA, ARM's, CRA)
Become active in local affiliations relative to mortgage loan production; i.e., Board of Realtors, Home Builders Association
Perform all duties in compliance with state and federal regulations and internal policies and procedures as is applicable to the responsibilities of the position
Attend production meetings as designated by management
Maintain licenses and certifications, if applicable
Work independently in an outside sales setting which requires reliable transportation
Perform other related duties as assigned
The aforementioned duties are all essential job functions of this position.
Qualifications
High School diploma or equivalent required
Ability to originate 1-4 family residential mortgage products
Thorough knowledge of FHLMC/FNMA, FHA, VA, and other general mortgage banking lending procedures and requirements
Ability to communicate verbally and in writing and to deal cordially with the public
Ability to organize time effectively
Ability to learn and comprehend regulatory directives and procedures in a short period of time
Ability to represent Renasant Bank in a professional manner projecting the image of "Customer Focused Banking"
Ability to work independently and make decisions following state and federal regulatory guidelines
Must have a reliable means of transportation to facilitate responsibilities
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$19k-29k yearly est. 4d ago
Market Director
Thrivent Financial 4.4
Nashville, TN job
Conduct joint field work with financial advisors to observe, offer feedback and help with case consultation, and delivery as needed.Engage all matrix partners to leverage their expertise and skills for business processes and systems. Work with the Community Engagement team and others to develop and implement advisor growth plans. **QUALIFICATIONS & SKILLS:** Experience hiring financial advisor on teams.Experience in leading groups, specifically in presenting and facilitating to drive understanding of concepts and practices that lead to new financial advisor success.Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc.) and alignment to providing clients wholistic, purpose-based advice.Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to model, promote, and demonstrate usage of tools as needed.At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving.
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$77k-97k yearly est. 6d ago
Evening Maintenance Technician (Murfreesboro)
Us Merchant Services LLC 3.8
Murfreesboro, TN job
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Paid time off
About the Role We are looking for dependable, skilled individuals who take pride in their work. As an Evening Maintenance Technician, you will help maintain and improve the property by performing carpentry, finishing, punch work, painting, and general upkeep.
This role offers stable hours, a supportive team environment, and clear opportunities for advancement for those who want to grow into lead or supervisor roles.
What Youll Do
Perform carpentry and finishing repairs (trim, doors, drywall, touch-ups)
Complete make-ready / punch list work
Paint interior and exterior surfaces
Assist with general building maintenance and repair tasks
Maintain clean and safe work areas, including trash pickup when needed
Communicate efficiently with supervisors and team members
What Were Looking For
Experience in carpentry, finishing, punch work, or painting
General maintenance experience preferred
Reliable, self-directed, and detail-oriented
Takes pride in doing quality work
Can lift up to 50 lbs and perform physical tasks
Must be able to pass a background check
Why Join Us?
Stable, consistent schedule
Weekly pay
Paid Holidays
Paid Time Off (PTO)
Growth & Advancement Opportunities (Lead Tech, Supervisor, etc.)
Supportive management that values your work and respects your time
We dont just fill positions!we build long-term teams!
How to Apply
Submit your resume or brief work history *were interviewing and hiring now*
$43k-54k yearly est. 12d ago
Fitness Consultant
Pugh 4.2
Cookeville, TN job
Our mission is simple, to provide the first class fitness experience, with the best equipment, superior service and cleanliness in a neighborhood atmosphere where everyone knows your name.
The sales position is focused on obtaining new club memberships. This is accomplished primarily through calling leads generated through marketing activities, cold calling prospects, club tours and contests. Sales reps are expected to meet challenging monthly quotas and must be productive within 30 days of starting. Great sales reps must be able to quickly identify potential member's needs and use solution-selling techniques to close the sale. They must be able to present the customer a solution to their specific needs using the products and services offered by the club. This is a competitive sales position, with the clear objective of always meeting quota and constant improvement. Cooperation in a team environment is also essential.
Responsibilities:
The following are the specific performance objectives for the position. In assessing competency and fit, all candidates will be benchmarked against these standards.
Achieve Quota: Consistently meet or exceed a quota of 40 new club memberships per month within 60-days. While this goal will vary month to month, on average a good sales rep will generate 40 new memberships each month. Monthly quotas should be adjusted seasonally January, February and March might be 40-50 sales while other months may be 30-40. (Competencies: competitiveness, work-ethic, motivation)
Call all Leads Within Two Days and Convert 30% into Appointments: Reps must call back each assigned lead within 48 hours, quickly engage the potential customer by understanding their reasons for wanting to join a club, and use a variety of persuasive and selling techniques to convert 30% of these calls into a scheduled tour of the facilities. (cold calling, verbal communications, adaptability, listening, selling, rapport building, persuasiveness)
Effectively Plan Each Sales Day: Great reps will spend 45-minutes to an hour each day preparing and planning for their next day. They will identify who they will meet, calls they will make, goals and the expected outcomes of their efforts. Great reps will also quickly review their approach for each scheduled club tour and customize their approach based on the information they collected from the person on the phone. (organizing, planning, diligence, ability to summarize quickly, doesn't over-prep)
Conduct Effective Club Tours: Within two weeks, know the core products offered by the club and be in a position to quickly (10-15 minutes) understand a typical potential member's needs. Present the club's product line as a solution to the customer's needs appealing to their emotions and preferred buying methodology. Within 30-days, great reps will consistently conduct five club tours each day and maintain an overall close ratio greater than 50%. (customer needs analysis, analytical skills, solution selling, insight, intelligence, develop connections, ability to learn and apply skills)
Become Product Expert: Proactively learn all aspects of the club's programs and services during the first seven days. Develop examples of all key benefits by product offering. Personally participate in all aspects of the club's offerings and develop a series of techniques to present these products as solutions to specific customer needs. (desire and ability to learn/apply, initiative, self-improvement, goal oriented, creativity
Requirements:
A team player, with the ability to work within the organization to achieve company objectives
Highly motivated sales representative with a passion for sales, health and fitness
The candidate must be engaging and willing to work with existing members to obtain referrals
Must be willing help grow our brand
Must be goal oriented and believe in monthly goals
Must be willing to use our proven systems of generating, driving and growing our sales
Qualifications:
Demonstrated ability to sell
Must be able to work in a fast-paced environment with demonstrated ability to handle and prioritize multiple tasks and demands.
Flexibility in response to unexpected changes in work assignments.
Must be able to effectively interact and communicate with individuals at all levels of the organization and members.
Physical Demands:
This position does require general cleaning (vacuuming, mopping, taking out trash, cleaning bathroom, wiping down equipment)
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Compensation: $20,000-$30,000
ABOUT WORKOUT ANYTIME: Workout Anytime 24/7 has earned a well-deserved spot on Entrepreneur's prestigious list of top 500 Franchises for 2024!
Atlanta-based Workout Anytime is a 24-hour, seven-day-a-week fitness concept with 180+ units across the U.S. Founded by fitness veterans John Quattrocchi and Steve Strickland, the company was formed to provide members with first-class fitness facilities at the lowest cost possible, deliver a profitable and affordable business model to franchisees and offer exciting career opportunities for its employees.
Mission
To provide a friendly, convenient, life-changing journey with passion.
Vision
To reshape the fitness community where everybody aspires to be the best they can be.
Values
Attitude - We drive a positive culture of confidence and enthusiasm by doing the right thing for all our members, partners, and staff.
Care - We provide our members, partners, and staff with an environment that is welcoming and respectful of each individual.
Excellence - We are committed to the success of our members and partners through the expertise and dedication of our team.
Strategic Drivers
Think Big
Keep It Simple
Do It With Integrity
$20k-30k yearly Auto-Apply 5d ago
Private Banking Program Mgr
Old National Bank 4.4
Nashville, TN job
Category/Function Trust/Wealth Management Type Regular Full-Time Requisition ID 2026-19042 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Private Banking Product & Program Director is a highly strategic and execution-focused role responsible for overseeing product development, operational processes, reporting, compliance, and strategic initiatives within the Private Banking division. This role ensures seamless delivery of deposit and lending products, manages procedural integrity, and drives process enhancements to support growth while delivering an exceptional client experience.
Salary Range
The annual salary range for this position is $98,400 - $199,000. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position,
Key Accountabilities
Product Ownership
* Collaborate with internal partners to develop and implement deposit and lending products tailored to Private Banking clients.
* Use competitive and market analysis, business goals, and technology capabilities to define and develop new product features and enhancement to existing products.
* Lead the development of operational playbooks to deploy various product promotions to ensure proper monitoring and fulfillment.
* Work with Finance and Treasury to establish appropriate pricing for deposit and loan products
* Partner with Marketing to create and maintain product materials and client communications.
* Act as subject matter expert for internal and external stakeholders
Operational Process Enhancements
* Build strong relationships with deposit, loan and payments operations teams.
* Lead operational process enhancements by identifying inefficiencies or risks in workflows and collaborate with team members and business partners to create solutions and implement improvements.
* Assist with account transition needs for departing and new Private Bankers including managing monthly lists of unassigned accounts.
* Track trends in account openings, closures and balance fluctuations to identify trends and sales opportunities
* Own sales reporting and measurement in partnership with Finance and Salesforce teams
Procedures & Documentation
* Own and maintain all operational policies and procedures, creating new processes where needed.
* Manage and update the Private Banking SharePoint/Intranet site to ensure accuracy and relevance.
Audit, Risk & Compliance
* Act as the liaison for internal and external audits and compliance findings, addressing and remediating identified issues.
Training & Onboarding
* Partner with Human Resources & Technology teams to establish onboarding and training protocols tailored to Private Banking
* Manage system entitlements and user access for Private Banking specific platforms
Special Projects: Lead and support strategic initiatives and ad hoc projects as assigned.
Key Competencies for Position
* Strategic Thinking
* Data-driven Analysis and Decision-Making Skills
* Strong Writing and Communication Skills
* Relationship Management
* Risk Awareness
* Process Improvement
* Attention to Detail
Key Measures of Success/Key Deliverables:
1. Product Development & Adoption
* Successful rollout of new deposit and lending products and pricing within agreed timelines.
2. Operational Efficiency
* Reduction in process bottlenecks (e.g., wire resolution time, onboarding duration).
* Timely updates and accuracy of procedures and SharePoint/Intranet content.
* Streamlined onboarding and training for Private Bankers and Associates.
3. Compliance & Risk Management
* Zero major audit findings; timely remediation of any identified issues.
* Consistent adherence to regulatory and internal compliance standards.
4. Portfolio Health
* Growth in Private Banking accounts and balances.
* Effective monitoring of balance trends and driving factors.
* Accurate and timely reporting of account segmentation movements.
5. Stakeholder Engagement
* Strong collaboration with Marketing, Finance, Operations, CRM and Compliance teams.
* Positive internal survey scores or feedback on communication and support.
6. Special Projects & Strategic Initiatives
* Completion of assigned projects within scope, budget, and timeline.
* Demonstrated impact of initiatives on client experience or operational improvement.
Qualifications and Education Requirements
* Bachelor's degree in Finance, Business Administration, or related field (preferred).
* 7+ years of experience in Private Banking, Wealth Management, or related financial services.
* Strong understanding of deposit and lending products, compliance, and operational processes.
* Excellent communication, organizational, and project management skills.
* Proficiency in Microsoft Office and SharePoint.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
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$45k-66k yearly est. 3d ago
Fraud Investigator II
Firstbank 4.6
Knoxville, TN job
GENERAL FUNCTION:
Position incumbent provides vital security support and guidance to personnel. General responsibilities include the investigation of crimes perpetrated against the Bank and appropriate case documentation. Incumbent continually maintains and applies a sound knowledge of banking practices, banking laws and regulations, and various types of financial institution fraud investigations including but not limited to depository, loan, and other fraud risk channels. Incumbent provides guidance/consultation to associates on workplace safety and security incidents and procedures, asset protection, and loss mitigation strategies; performs data entry and analysis to identify and report fraud trends; delivers training; performs support duties for senior department personnel and special projects; and performs certain physical security and business continuity duties. MAJOR DUTIES AND RESPONSIBILITIES:
Initiate investigations of robbery, burglary, larceny, fraud, and other financial crimes committed against the Bank and our customers to include both internal and external incidents under the supervision of the Regional Investigations Manager.
Prepare written communications and case summaries in a thorough, clear, organized, and timely manner. Properly document all case-related activities using the case management system and physical files as required.
Utilize the case management system for data entry and fraud analysis to ensure the effective identification and reporting of emerging fraud trends. Support the Assistant Director of Security in the analysis of fraud data and the preparation of analytical reports as needed.
Apply working knowledge of the Electronic Fund Transfer Act (Reg E), the Uniform Commercial Code (UCC), as well as Bank account disclosures and customer agreements as applicable in crediting decisions and identifying liability and appropriate defenses to fraud-related matters under the supervision of the Regional Investigations Manager.
Work with law-enforcement and civil counsel to accomplish recovery, prosecution, and restitution in security and fraud-related cases; and represent the organization in legal proceedings.
Conduct root cause analysis to identify opportunities to predict, prevent and mitigate risk within processes and performance. Recommend and assist in implementing process or system enhancements based on assessment of fraud controls, systems, and processes.
Assist the Assistant Director of Security and Head of Risk Management as needed in accomplishing departmental objectives, educating associates to appropriate levels on security risk and fraud awareness, and identifying risk mitigation opportunities within the organization.
Assist Director of Operational Risk Management and other Risk Management personnel in identifying risk and monitoring compliance with risk-related programs.
Assist the Fraud Identification Manager with aspects of the fraud detection system as directed. Identify opportunities to enhance and streamline fraud detection efforts and workflow processes. Interact with Risk Management personnel in identifying fraud detection/trending issues.
Provide consultation and day-to-day support to Bank associates related to workplace safety and security issues, fraud investigations, and loss mitigation opportunities. Maintain positive and productive working relationships with Bank associates and business partners. Provide caring and professional fraud protection and awareness guidance when interacting with external customers.
Assist the Assistant Director of Security and Information Security leadership in conducting investigations of known or suspected security breaches, serious policy violations, and other pressing matters.
Assist in development of physical security, fraud-control, emergency-management, and other training modules; and deliver training sessions to associates within the organization as directed.
Conduct initial and ongoing training on all aspects of the FirstBank Security Manual and other pertinent materials.
Perform periodic security assessments and site visits for Bank facilities as directed. Assist with physical security recommendations and event responses.
Function as a first responder and support the company during business continuity events as directed.
Augment or provide backup for Executive Protection objectives as directed.
Coordinate and complete a variety of security or fraud related special projects as assigned and provide project status updates as needed.
Provide ongoing feedback for improvement of all security or fraud-related programs, policies, and processes; and assist with implementation of improvements, as necessary.
Provide initial training and periodic support to site Safety and Security Coordinators.
Participate in user groups, security and law-enforcement industry associations and cooperatives, and subscription and review of security publications, etc. to maintain a current knowledge of bank technology, systems, applicable financial crimes, and mitigation processes.
Identify and attend cost-effective internal and external training opportunities to ensure continuous professional development and to identify and counteract emerging fraud issues within the industry. Complete all internal training as required.
Perform other duties as assigned.
Minimum Requirements:
Five years of experience in financial institution fraud investigations, corporate investigations or relevant field required. Other banking experience may be accepted as a substitute for this requirement.
Bachelor's Degree in the field of criminal justice, business management, finance, economics, accounting, social sciences, legal studies, etc., preferred.
Professional certification (Certified Fraud Examiner or similar) preferred. Professional designations may be substituted for a portion of the experience or educational requirement where applicable.
Experience in evaluating fraud claims; making fraud-related crediting decisions; identifying liability issues; and appropriate defenses based on understanding of Uniform Commercial Code Check Guidelines, Reg E, bank depository agreements, etc., preferred.
Experience in interviewing victims, claimants, bank associates, witnesses, and suspects.
Excellent written and verbal communication skills.
Sound working knowledge of Microsoft Office products.
Ability to properly prioritize multiple work responsibilities, projects, and demands.
Must have reliable transportation and ability to travel on short notice as needed.
FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.
$26k-39k yearly est. Auto-Apply 60d+ ago
Fhnf Asset/Liability Specialist
First Horizon 3.9
Memphis, TN job
This position supports FHN Financial's depository clients by analyzing asset/liability positions and assisting in the measurement and management of depository institutions' interest rate risk. The role combines hands-on A/L modeling, data validation, and clear communication of balance sheet risk insights to internal senior management and clients.
Key Responsibilities:
Gather client-specific data; prepare, load, and validate inputs in FHN Financial's internal A/L modeling software.
Verify the accuracy of model outputs; reconcile discrepancies and document assumptions and findings.
Develop a strong understanding of client balance sheet risk and translate model results into clear, actionable insights.
Communicate results and recommendations to internal senior management and clients in a concise and professional manner.
Produce and maintain reporting and workpapers that support interest rate risk analysis and periodic reviews.
Collaborate effectively with internal teams and external clients to support ongoing model cycles, updates, and special analyses.
Contribute to process improvements that enhance data quality, efficiency, and client experience.
Minimum Requirements:
Bachelor's degree in business, finance, economics, or a related field preferred.
High proficiency with Microsoft Excel; proficiency with other Microsoft Office applications (Word, PowerPoint) required.
Strong analytical, quantitative, and problem-solving skills with high attention to detail.
Effective written and verbal communication skills; ability to work directly with various clients (both internal and external).
Ability to manage multiple priorities and deliver accurate work within deadlines in an onsite work environment (Memphis, TN office).
Preferred Qualifications:
3 to 5 years of experience in bank asset/liability management, interest rate risk, treasury, or financial modeling.
Familiarity with A/L or ALM modeling platforms and data reconciliation.
Exposure to interest rate risk concepts and metrics (e.g., earnings and economic value sensitivities, shock/stress scenarios).
Experience with data analysis tools (e.g., advanced Excel functions; SQL or BI tools a plus).
Location:
Memphis, TN (Onsite)
About the Team:
ALM Advisors operates within FHN Financial, a division of First Horizon Bank. The team provides consulting and analytics that support our clients' balance sheet management, interest rate risk assessment, and strategic planning.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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$90k-108k yearly est. 44d ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Nashville, TN job
JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment.
How we're organized:
As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks:
* A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology.
* A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication.
Syndicated Finance Group Locations: Chicago, Houston
Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas
As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience.
Financial Sponsors Group Locations: New York, Chicago, Los Angeles
FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.
In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job Responsibilities:
Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
You'll make an impact by:
* Working on financial models to support financing transactions
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Developing an understanding of the full breadth of J.P. Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Locations we hire for C&SI - Diversified Track:
* Atlanta
* Austin
* Birmingham (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* Phoenix
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for C&SI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
Who We Are Seeking:
We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience.
Required qualifications, capabilities and skills:
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028
* Candidates must be authorized to work permanently in the U.S.
Preferred Qualifications:
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
Our Mission:
At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference.
* Your city preference should align with your current internship location.
About Us:
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team:
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
$63k-87k yearly est. Auto-Apply 13d ago
FHNF ASSET/LIABILITY SPECIALIST
First Horizon Bank 3.9
Memphis, TN job
This position supports FHN Financial's depository clients by analyzing asset/liability positions and assisting in the measurement and management of depository institutions' interest rate risk. The role combines hands-on A/L modeling, data validation, and clear communication of balance sheet risk insights to internal senior management and clients.
Key Responsibilities:
+ Gather client-specific data; prepare, load, and validate inputs in FHN Financial's internal A/L modeling software.
+ Verify the accuracy of model outputs; reconcile discrepancies and document assumptions and findings.
+ Develop a strong understanding of client balance sheet risk and translate model results into clear, actionable insights.
+ Communicate results and recommendations to internal senior management and clients in a concise and professional manner.
+ Produce and maintain reporting and workpapers that support interest rate risk analysis and periodic reviews.
+ Collaborate effectively with internal teams and external clients to support ongoing model cycles, updates, and special analyses.
+ Contribute to process improvements that enhance data quality, efficiency, and client experience.
Minimum Requirements:
+ Bachelor's degree in business, finance, economics, or a related field preferred.
+ High proficiency with Microsoft Excel; proficiency with other Microsoft Office applications (Word, PowerPoint) required.
+ Strong analytical, quantitative, and problem-solving skills with high attention to detail.
+ Effective written and verbal communication skills; ability to work directly with various clients (both internal and external).
+ Ability to manage multiple priorities and deliver accurate work within deadlines in an onsite work environment (Memphis, TN office).
Preferred Qualifications:
+ 3 to 5 years of experience in bank asset/liability management, interest rate risk, treasury, or financial modeling.
+ Familiarity with A/L or ALM modeling platforms and data reconciliation.
+ Exposure to interest rate risk concepts and metrics (e.g., earnings and economic value sensitivities, shock/stress scenarios).
+ Experience with data analysis tools (e.g., advanced Excel functions; SQL or BI tools a plus).
Location:
Memphis, TN (Onsite)
About the Team:
ALM Advisors operates within FHN Financial, a division of First Horizon Bank. The team provides consulting and analytics that support our clients' balance sheet management, interest rate risk assessment, and strategic planning.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
$80k-96k yearly est. 45d ago
Market Area Manager - Jackson, TN
Credit Acceptance 4.5
Nashville, TN job
Credit Acceptance is proud to be an award-winning company with local and national workplace recognition in multiple categories! Our world-class culture is shaped by dedicated Team Members who share a drive to succeed as professionals and together as a company. A great product, amazing people and our stable financial history have made us one of the largest used car finance companies nationally.
Our outside sales professionals are on the front line pushing the boundaries of our company growth and revenue generation. We continuously strive to meet our company goals by increasing quality dealer enrollments, building relationships, and consulting with our dealers on how to improve their business. Our sales force is nationwide, and they receive strong support from our many resources at the corporate offices. As an employee-centric organization, we have an intense focus on professional development and continuous improvement that contributes to making this a Great Place to Work!
Outside Sales- Market Area Manager | Dealer Relationships
About this Position:
Market Area Managers work within their assigned geographic territory in the field. Residence within or near this assigned territory is required.
Credit Acceptance offers our team members in the sales department:
Uncapped earning potential with a base salary and uncapped monthly performance-based commission, total compensation depends on the impact you make in your market
Quarterly profit sharing, company phone and computer, plus automobile and mileage allowance
Excellent benefits package beginning day 1 that includes 401(K) match, adoption assistance, tuition reimbursement, comprehensive medical/dental/vision and much more
Progressive career opportunities as demonstrated by our record of promoting internally
Flexibility to set your own schedule and manage your own territory, ideal for self-starters
A dedicated support system including structured and continued training
Work-life balance with generous PTO beginning on day 1
Who We Are Looking For:
We are looking for driven, consultative, and influential sales professionals to continue to lead our market growth. Our ideal candidate exhibits:
Motivation to succeed and achieve goals
Drive to continuously improve oneself and their customers
Demonstrated sales successes with an established track record of achievement and progression
Consultative sales experience through a detailed needs analysis, direct communication and a solutions-based mindset
From B2B to finance, our Market Area Managers come from a variety of backgrounds and industries. While not limited to these titles, some of our most successful Market Area Managers come from the following backgrounds:
Account Managers
Account Executives
District Sales & Sales Managers
Field Sales & Territory Managers
Area Managers
Business Development
Business Managers
Finance & Insurance (F&I) Managers
Responsibilities:
As a sales representative for Credit Acceptance, you will be provided with continuous training to help you achieve success within your assigned territory. Responsibilities in your area will include:
Prospecting automotive dealerships to enhance business development outcomes
Account management & client services to build a strategic and consultative relationship with customers
Running a territory with entrepreneurial drive and dedication similar to a small business owner
Qualifications:
Minimum travel of 80% in the market
Proven track record of success in a competitive sales environment
Bachelor's degree or equivalent work experience
A valid driver's license, insurance and registration
Occasional overnight travel, less than 10%
Preferred:
Knowledge or experience in auto finance or retail operations of automobile dealerships
Existing relationships with dealers in the defined territory
Targeted Compensation: $111,450 + Monthly Uncapped Commission
INDSAHP
#Zip
#LI-Remote
Benefits
Excellent benefits package that includes 401(K) match, adoption assistance, parental leave, tuition reimbursement, comprehensive medical/ dental/vision and many nonstandard benefits that make us a Great Place to Work
Our Company Values:
To be successful in this role, Team Members need to be:
Positive by maintaining resiliency and focusing on solutions
Respectful by collaborating and actively listening
Insightful by cultivating innovation, accumulating business and role specific knowledge, demonstrating self-awareness and making quality decisions
Direct by effectively communicating and conveying courage
Earnest by taking accountability, applying feedback and effectively planning and priority setting
Expectations:
Remain compliant with our policies processes and legal guidelines
All other duties as assigned
Attendance as required by department
Advice!
We understand that your career search may look different than others. Our hiring team wants to make sure that this would be a fit not just for us, but for you long term. If you are actively looking or starting to explore new opportunities, send us your application!
P.S.
We have great details around our stats, success, history and more. We're proud of our culture and are happy to share why - let's talk!
Required degrees must have been earned at institutions of Higher Education which are accredited by the Council for Higher Education Accreditation or equivalent.
Credit Acceptance is dedicated to providing a safe and inclusive working environment for all. As part of our Culture of Compliance, we are proud to be an Equal Opportunity Employer and value our culturally diverse workforce. All qualified applicants will receive consideration for employment regardless of the person's age, race, color, religion, sex, gender, sexual orientation, gender identity, national origin, veteran or disability status, criminal history, or any other legally protected characteristic.
California Residents: Please click here for the California Consumer Privacy Act (CCPA) notice regarding the personal information Credit Acceptance may collect from you.
Play the video below to learn more about our Company culture.
$24k-32k yearly est. 4d ago
Inside Sales Representative
Great American Opportunities 3.9
Great American Opportunities job in Nashville, TN
The Inside Sales Representative is responsible for outbound prospecting, qualifying leads, and closing sales with the goal of generating a sales pipeline. This position is responsible for customer acquisition, establishing long-term customer relationships, and marketing the Company's brand in a way that is positive, honest, and professional. The Inside Sales Representative will encourage customers to buy products, services, and upgrade as well as contact customers when necessary to follow up on customer satisfaction issues or solicit further sales and referrals. This position documents all contacts, actions, and responses in the customer database. The Inside Sales Representative reports to the Operations Manager and provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.
JOB DUTIES AND RESPONSIBILITIES:
* Responsible as a member of the sales team for customer acquisition, establishing long-term customer relationships, and marketing the Company's brand in a way that is positive, honest, and professional
* Responsible as a member of the sales team for the entire sales funnel including cold calling, qualifying leads, closing sales and obtaining referrals. This includes maintaining relationships to generate customer renewals.
* Research new business accounts to identify key decision makers, understand business challenges, and build persona-based value propositions
* Develop prospecting plans to prioritize and actively engage prospective clients; utilize consultative selling techniques to make and build connections with prospective clients
* Conduct initial discovery calls and pass qualified leads to others in the sales team when appropriate
* Encourage customers to buy products, services, and upgrade. Receive, record, and route customer orders in an appropriate manner.
* Respond to all inquiries and requests in a timely and professional manner
* Research and understand the product line and be familiar with each product's function and purpose, to confidently upsell customers to compatible products
* Maintain and organize file documents, updates, and product information so it is readily accessible for reference and to answer questions
* Enter, update, and maintain CRM information on leads, prospects, and opportunities. Track and record sales activity in the CRM. Share customer feedback, questions, and objections with the sales team.
* Listen attentively to consumer questions and provide answers that are knowledgeable and insightful to encourage sales
* Showcase the Company's strengths and highlight the brand by talking exclusively about the characteristics that make the organization unique
* Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails
* Conduct prospect call preparation including company background research and other pertinent lead information
* Responsible for handling customer inquiries, acquiring pricing, and issuing quotes
* Develop meaningful relationships with customers to encourage trust and loyalty
* Follow up on cold and warm leads to further the sales process
* Understand and demonstrate the product or service to the customer
* Follow industry trends to identify new opportunities for potential sales
* Participate in weekly team meetings to discuss benchmarks as well as personal and team goals for the upcoming week
* Assist in training and recruitment of additional sales team members
* Participate in all internal trainings and certifications
* Attend and participate in business/trade events as needed
* Attend and participate in team strategic sales meetings
* Perform other duties as assigned
REQUIRED QUALIFICATIONS:
* Bachelor's degree in business administration, marketing, communications, or related field
* 10 years of professional sales experience preferred
* Knowledge of the financial services industry strongly preferred with industry, job related or accreditation preferably in financial planning
* Personal experience with life transitions as addressed by LifeMap content is a plus
* Capable of thinking strategically, while able to manage multiple hands-on tasks and changing priorities in a fast-paced environment
* Ability to effectively connect with potential customers, quickly build rapport, and uncover opportunities with a value-based approach
* Ability to self-motivate and comfortability with cold calling prospective clients
* Ability to learn independently through industry research and review/study of proprietary LBS offerings
* Proven ability to build personal networks validated by networking through chamber of commerce, BNI, professional groups, linked-in, etc.
* Consistently meet and exceed sales goals and objectives set by leadership
* Ability to work well in a structured sales process driven environment
* Ability to meet and exceed company goals while working alongside a team
* Knowledge of sales methodologies, processes, and techniques
* Strong project and time management skills with an ability to set and maintain priorities to meet deadlines
* Effective team player with the ability to work well with product designers, developers, other marketers, etc.
* Effective oral and written communication skills and excellent interpersonal skills
* Attention to detail, critical thinker and problem-solving skills
* High standards for integrity, honesty, professionalism, and work ethic
* Ability to work independently while demonstrating excellent organization and follow through
* Demonstrate flexible and efficient time management and ability to prioritize workload
* Self-directed with an ability and willingness to move with purpose and a strong sense of urgency
* Self-motivated, positive, and enthusiastic
* Self-starter with a strong desire to exceed expectations and capable of supporting a team
* Maintain confidentiality discretion
* Ability to effectively work in collaboration with others to achieve business objectives.
* Willing to grow and be challenged
* Attend training as requested
#Remote
$30k-52k yearly est. 5d ago
Trust Client Specialist
First Horizon Bank 3.9
Brentwood, TN job
The primary function of the Trust Client Specialist is to provide general and clerical administrative support to an individual, or small group of individuals, relieving them of clerical, administrative, and business detail. This particular job is in the Trust Division where the individual will assist Trust Officers in the administration and management of trust and estate accounts, prepares and reviews management reports; maintains records; coordinates information with various departments; interfaces with clients, staff and management; meets standards for Trust Division quality goals.
**Specific Duties included:**
+ Daily and weekly cash movement between Trust and DDA's for clients
+ Research and Notify appropriate parties of Class Actions
+ Coordinating directed trades (purchase and sells) with Trust Portfolio Manager.
+ Special Situation Assets, maintain working list, obtain statements, balance, and provide updated information to TSS for posting and maintenance
+ Coordinate Bank Services for Trust clients as their need may dictate. This may involve working with other areas of the bank in an effort to maintain an operational consistency between the clients trust services and his/her other banking needs.
+ Serve as a liaison between the Administrator and the Client and also as the liaison between these two parties with other areas of the bank.
+ Distribution of funds by check, wire, or by direct deposit into checking and investment accounts at other institution upon direction of the client and/or administrative officer's request
+ Initiate entries to pay bills for Trust clients
+ Communicating with Trust Administrator regarding liquidity needs for living expenses, gifting purposes, and tax purpose
+ Setting up quarterly, annual, and monthly distributions for clients and assuring that these transactions are accurate and completed in a timely manner. This will involve setting up regular payments on the trust system. These payments are usually done via check or direct deposit into the clients checking or investment account at another institution
+ Follow procedures for opening and closing Trust Accounts
+ Gathering and distribution of tangible and intangible assets (stocks, bonds, cash, limited partnerships, and other assets)
+ Setting up statements on the trust system, which will enable clients to receive account information on monthly, quarterly, bi annual or annual basis
+ Preparing court accountings and other documents in a timely manner
+ Make sure that client records are correct on the system and that new information is added to and maintained correctly in the vault on file
+ Assist the Administrator in performing daily operational tasks, such as client contact, faxing, copying, delivering of documents, answering phones, loading documents in Compliance Services and serving in a backup role in the absence of the Trust Officer
**Education and/or Work Experience Requirements:**
+ Ability to operate a PC
+ Proficiency in Microsoft Office applications (Word and Excel) a must
+ Preferred Trust/Securities and processing experience
+ Must be highly detailed oriented
+ Must be able to prioritize, manage time, finish projects timely, and complete daily tasks with little or limited supervision
+ Must have good oral & written skills and ability to communicate well with clients & co-workers
+ The ability to work as a team member
+ Must be highly service oriented
+ Hours: MONDAY - FRIDAY 8AM - 5PM
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**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.
$28k-33k yearly est. 9d ago
Learn more about Southwestern Family of Companies jobs
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Southwestern Family of Companies may also be known as or be related to GREAT AMERICAN OPPORTUNITIES, Great American Opportunities, Great American Opportunities, Inc., Southwestern Family of Companies and Great American Opportunities Inc.