Intern - Mid-South Commercial Banking
Investment banker job in Memphis, TN
**Internship Program Duration** : 10 Weeks - June 1, 2025 - August 7, 2025 **Pay** : $20 Our 10-week internship offers a comprehensive and immersive experience for students or graduated professionals interested in gaining practical knowledge and skills in the banking industry. Each week, you will be exposed to different leaders and aspects of the line of business. You will have the opportunity to complete projects that will help you understand the day-to-day operations of a bank and develop a well-rounded skillset. Additionally, you will have the chance to receive guidance from experienced professionals in the field, participate in meetings, and network with other interns and associates. By the end of the program, you will have gained valuable insights, built a solid foundation in banking practices, and potentially set the stage for future career opportunities at First Horizon.
Work schedule and number of hours worked per week (minimum: 15 - 40 hours) are flexible, within normal business hours.
The Intern will learn and assist with the day-to-day duties of the Mid-South Commercial Banking members, including but not limited to:
+ Financial statement spreading and analysis, assisting with the credit approval process, loan portfolio monitoring and management - primarily aligning with the duties of a credit analyst on the team
**Qualifications**
+ Full-time undergraduate student with anticipated graduation date between December 2025 and June 2027 - or - graduated working professional
+ GPA of 2.75 or above
+ Strong interest in business and finance, though no specific major or field is required
+ Resourcefulness, team-oriented, enthusiastic
+ Entrepreneurial spirit
+ Demonstrated leadership and self-development (work or campus)
+ Ability to interface and network with people at all levels of an organization
+ Strong communication and collaboration skills
+ Strategic and critical thinking skills
**Computer and Office Equipment Skills**
+ Microsoft Office Suite
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Investment Banking Intern (Spring 2026)
Investment banker job in Nashville, TN
About ComCap Holdings
ComCap is a premier boutique investment bank focused on the intersection of commerce and capital, with a key focus on the internet, software, and disruptive consumer companies.
During the Internship Program, Interns will develop skills, build a network, and gain direct experience with investment banking. Interns will be working directly with execution and support teams in carrying out mergers, acquisitions, divestitures, and financing assignments.
Role Qualifications
Junior, or Senior standing at the US or Canadian University with a 3.5 GPA or above.
Demonstrated ability to write marketing documentation, model transactions, conduct research, make insightful competitive analyses, and perform valuation analyses.
Financial modeling experience in Excel, basic or better PowerPoint skills.
Self-driven, detail-oriented, and able to produce large amounts of high-quality work products in a short period.
Strong written and verbal communication skills.
A strong academic record from a leading undergraduate program is required.
Entrepreneurial streak.
Work authorization in the US.
Interns are expected to work full-time (estimated 40 hours a week), in a fast-paced, demanding work environment that offers the chance to learn and grow professionally.
Role & Responsibilities
Interns can expect a fast-paced, demanding work environment that offers the chance to learn and grow professionally. The day-to-day activities of Interns vary but include financial analysis and modeling, company and industry research, participating in the development of client presentations, and interactions with senior bankers and clients.
Check with your school's Internship Coordinator BEFORE accepting the hiring offer to determine if this position satisfies the criteria for receiving academic credit.
How to Apply:
Please submit the following to ************************
Subject: First Name Last Name - CV / Position Applied for
Given Name
Last Name
Email
University
Expected Graduation Date
Major Field of Study
Resume/CV
Academic Transcript
Why do you want to intern at ComCap?
How many hours can you commit to the internship?
Visit our career page at ***************************** for more information.
Easy ApplyPrivate Client Banker - Northshore - Chattanooga, TN
Investment banker job in Chattanooga, TN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Premier Banker - Nashville, TN
Investment banker job in Nashville, TN
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Branch Premier Banker (SAFE) in Consumer, Small & Business Banking, as part of our National Branch Network. The Associate Premier Banker is a foundational role designed to prepare you for your career with Wells Fargo. The role starts with you obtaining your securities licenses. Wells Fargo's Investment Licensing Team provides you with the coaching and guidance that you will need to successfully obtain your FINRA securities (Series 6 and Series 63) and State Insurance license(s). For certain states where hired, FINRA Series 65 (or equivalent) will also be required. Upon required licensing and SAFE registration, the Associate Branch Premier Banker LP (SAFE) employee will transition to the Associate Branch Premier Banker (SAFE) role.
Throughout the Premier Banker Associate Program, you will receive hands-on practice and personalized coaching and guidance to develop the knowledge, skills, and behaviors to be successful and achieve goals. Upon successful completion of the Premier Banker Associate Program, employees will transition to the Senior Branch Premier Banker (SAFE) role. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in the Branch Banking Licensed Banker licensing program. This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Associate Branch Premier Banker (SAFE) role and perform the following duties:
Actively engage in all training, classes, and interactive learning activities to build skill, knowledge, and a deeper understanding of role expectations and ability to deliver and successfully transition into senior branch premier role
Develop the skills necessary to execute on relationship management commitments to customers through proactive outreach and planned appointments, aligned with business strategy
Routinely manage client relationships through regular meetings to review financial condition and goals; provide advice regarding banking options and services to meet changing circumstances
Engage clients in conversations; ask questions to understand and document customer financial needs, life events and goals; provide a consistent experience to customers when tailoring options for products and services, including convenient mobile, self-service digital, and ATM options
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships; understand Wells Fargo's banking, credit and investment financial solutions and services offered, to ensure customers are referred as complex needs are identified
Partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified need, consistent with clients overall financial circumstances and goals
Serve as a risk management leader for understanding and managing risks in the business, adhering to policies, procedures, and controls, and ensuring compliance with applicable laws, rules, and regulations
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
1+ years of experience recommending products and services
1+ years of experience building and maintaining effective relationships with customers and partners
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Customer service focus with experience handling moderately complex transactions across multiple systems
Strong verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Ability to educate and connect customers to technology and share the value of self-service digital banking options
Ability to follow policies, procedures, and regulations
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) to qualify for immediate registration
State Insurance license(s)
Job Expectations:
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or equivalent) are required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required.
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment.
State Insurance license(s) are required for this role and must be completed within a specified period.
Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance.
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position.
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
This position is not eligible for Visa sponsorship.
Job Location Address:
Nashville Main - 230 4th Ave N - Nashville, TN - 37219
Thompson Lane - 618 Thompson Lane - Nashville, TN - 37204
Hermitage - 4740 Lebanon Pike - Hermitage, TN - 37076
West End - 1712 West End Ave - Nashville, TN - 37203
Franklin Royal Oaks - 210 Royal Oaks Blvd - Franklin, TN - 37064
Bellevue - 7514 Hwy 70 S - Nashville, TN - 37221
Green Hills - 2122 Green Hills Village Drive - Nashville, TN - 37215
Brentwood - 5415 Maryland Way - Brentwood, TN - 37027
Moores Lane - 1660 Westgate Circle - Brentwood, TN - 37027
Cool Springs - 2030 Mallory Lane - Franklin, TN - 37067
Posting End Date:
18 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
2026 Summer Intern- Core Banking
Investment banker job in Sevierville, TN
What we offer you: As a Core Banking intern, you will have the opportunity to join the SmartBank team by completing meaningful project work that is designed to drive the company forward. This project work will challenge you to work independently and collaboratively across various teams in the company. Our multifunctional teams will provide you with ample resources and opportunities to interact with multiple leaders and talented professionals throughout the organization.
Your role as a Core Banking Intern
* Upholds SmartBank Core Values and Core Purpose of Act with Integrity, Be Enthusiastic, Create Positivity, Demonstrate Accountability and Embrace Change.
* Follow and embrace the SmartBank Way
* System support with Data Validation, System Testing, and User Access Audits
* Data Analysis: Building data reports/dashboard to assist in monitoring exceptions and errors.
* Process Improvement: Document pain points and identify automation opportunities
* Complies with all applicable federal, state, and local banking and industry related laws and regulations.
Qualifications for the Ideal Candidate
To excel in this role, you should possess the following qualifications:
* Strong written/oral communication skills
* Microsoft Office experience, strong excel skills required
* Strong analytical skills with attention to detail
* Automation skills preferred but not required
Our 2026 Summer Internship will take place from May 18th, 2026, through August 2026. This is a paid internship at $15/hour, with interns working an average of 30 hours per week.
About Us:
SmartBank is rooted in our core values: Acting with Integrity, Being Enthusiastic, Creating Positivity, Demonstrating Accountability, and Embracing Change. Our team lives and breathes these values to fulfill our core purpose: creating "WOW" experiences for our clients. For over 15 years, we've been delivering on this purpose in Tennessee, Alabama, and Florida, and we're continuously expanding our reach. Our team is empowered to care for our clients and actively participate in the communities we serve. At SmartBank, we prioritize individual needs, set high expectations, and celebrate achievements - that's the SmartBank way.
Are you ready to be part of the SmartBank Team? Create your WOW experience this summer!
Private Client Banker - Berry Farms - Franklin, TN
Investment banker job in Franklin, TN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyWealth Management Private Banker
Investment banker job in Brentwood, TN
Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financial services and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations.
What You'll Do
* Drive Results: Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice.
* Client Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs.
* Relationship Management: Conduct regular reviews and deepen client engagement to achieve growth targets.
* Team Coordination: Lead a team of wealth management experts to deliver tailored financial solutions.
* Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners.
* Community Engagement: Actively participate in community events to enhance visibility and attract new prospects.
* Compliance: Ensure adherence to all compliance training and regulatory requirements.
Requirements For Success
* 5+ years in private banking and/or wealth management.
* Strong understanding of wealth management and planning concepts.
* Expertise in consumer and commercial credit structuring and lending practices.
* Proven track record in business development and client acquisition.
* Bachelor's Degree.
Preferred Professional Designations:
* CFP, CFA, CPA, and/or JD.
* Life and Health Insurance.
Conditions of Employment
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
FLSA Status
* Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $0.00 - USD $0.00 /Yr.
Premier Private Banker II - Nashville, TN
Investment banker job in Nashville, TN
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
It is the responsibility of the Premier Private Banker III to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Has responsibility for developing new Private Banking business through sales efforts. Manages a complex loan and deposit portfolio providing superior client service. Analyzes financial information to evaluate the credit worthiness of loan requests. Compiles loan packages ensuring completeness and accuracy of information provided. Sells and cross-sells additional products and services of the Bank. Assures that all loans are following State and Federal regulations and Bank policies and procedures.
ESSENTIAL FUNCTIONS
* Actively participates in a business development plan to increase the Bank's loan and deposit portfolio
* Manages full-service banking relationships with businesses, professional practices and high net worth individuals and oversees a portfolio of highly complex accounts
* Consults with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, Mortgage and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services.
* Analyze financial, tax and credit needs of customers, monitor customers changing needs and recommends strategies that utilize company products/services.
* Resolves customer problems and assists with general inquiries. Provides superior service to customers.
* Ensures that all required documentation is in file for all loans. Clears documentation or compliance exceptions noted by Loan Operations or other review channels
* Develops and utilizes COI network to generate new business
* Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well and all State and Federal regulations.
* Builds and maintains a positive working relationship with COI's to enhance the Bank's image and reputation in the marketplace
* Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications, Education, and Certification Requirements
* Education: Bachelor's degree in a related field (Finance, Management, Business Administration) or equivalent experience
* Experience: Minimum 3-5 years Business Banking or Private Banking experience; 3 or more years of lending or sales experience is preferred. FINRA Series 7, 63 or 66 licenses not required unless participating in securities and brokerage activities.
* Skills: Excellent written and verbal communication skills are necessary. Demonstrated understanding of financial accounting and analysis. Excellent organization, interpersonal, sales, execution, and delivery skills. Must be able to multi-task with frequent interruptions, be comfortable in a fast-paced, changing environment, and manage multiple projects to conclusion on time. Proven success in problem analysis and resolution. Strong attention to detail and accuracy. High level of expertise with MS Office suite. Ability to develop rapport easily with clients, peers, and partners. Ability to exercise independent judgment and decision making, initiative and tact in dealing with bank staff and customers. Ability to work independently and in a team setting. Knowledge of state, federal, and regulatory guidelines.
* Knowledge: Basic knowledge of bank operating systems. Extensive knowledge of Bank products, services, procedures, and practices. Previous experience with analysis of Retail, Private Banking and/or Commercial relationships, strategic sales planning and client issue resolution is required. Must have in-depth knowledge of federal and State lending regulations and Bank policies related to lending procedures. Familiarity with the local business community is strongly preferred.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, reports and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
WORK ENVIRONMENT
This position is in a private office.
Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered.
TRAVEL
Travel may be required to come to meetings as needed.
Equal Opportunity Employer, including disabled/veterans.
Community Banker - Mt. Juliet (Providence office)
Investment banker job in Mount Juliet, TN
Community Banker The Community Banker I performs teller and new accounts duties based on customer demand within a bank office. This position processes the opening of new accounts and the servicing of existing accounts while maintaining relationships for consumer and business deposit account customers. The Community Banker I assists customers, receives deposits, processes checks, disburses funds, verifies the accuracy of transactions and identifies fraudulent activity. This position utilizes sales and service strategies to retain existing relationships and enable growth of new relationships as well as participates in follow-up strategies. The Community Banker I reports to the Office Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission.
JOB DUTIES AND RESPONSIBILITIES:
Perform duties of both Customer Service Representative and Personal Banker based on customer demand within a bank office
Perform bank office activities to include providing service and support to customers, receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions
Guard against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Identify fraudulent activity.
Enter transactions in bank's recordkeeping system, recording all transactions and producing customer receipts
Perform teller capture duties
Balance cash drawer at end of shift
Maintain a work area that protects all negotiables and confidential records
Maintain knowledge of new and existing products and services
Process the opening of new accounts and the servicing of existing accounts while maintaining relationships for consumer and business deposit account customers
Responsible for exception resolution
Assist customers in use of online banking and mobile applications utilizing various electronic delivery channels
Stay abreast of changes and updates to bank products and policies and ensure the accuracy of information provided to customers
Identify and capitalize on opportunities to refer new banking products and services to the appropriate business partner
Attend training as requested
Participate in outside community activities as required
Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
Perform other duties as assigned
REQUIRED QUALIFICATIONS:
High School diploma or GED
1 year of retail banking experience preferred
Ability to serve customers in a courteous and professional manner
Ability to build relationships with customers and internal teammates
Basic organization and time management skills
Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems
Effective verbal and written communication skills
Excellent interpersonal, critical thinking 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
Ability and willingness to work with purpose and a strong sense of urgency
Self-starter, positive and enthusiastic with a desire to exceed expectations
Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion
Ability to effectively work in collaboration with others
Ability to work Saturdays on a rotating basis
Ability travel to other offices within region as scheduled
Participation in community events as required
Willing to grow and be challenged
Financial Representative State Farm Agent Team Member
Investment banker job in Memphis, TN
Job DescriptionBenefits:
401(k)
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Representative State Farm Agent Team Member with Zach Jaworski - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
Video Banker
Investment banker job in Nashville, TN
Job Description
TEN Credit Union exists to care for the lives of our employees, members, families, and communities. We care by putting people before profit, relationships before fees, families before timecards, and community trust before growth.
While we are serious about our mission, we do not take ourselves too seriously. We are a team that values creativity, collaboration, and above all fun!
We are looking for a Video Banker to join our Main branch located in Nashville, TN. Hours are Monday - Thursday, 8:00am-5:00pm and Friday 8:00am-6:00pm.
Compensation: $24/hour
Day-to-Day Job Duties
The Video Banker position will engage with TENCU members and handle all member interactions in a blended work environment, including telephone, interactive video, web chat, and secure mail. This role will be a part of a team under the direction of the Video Banking Manager in a call center environment.
Duties/Responsibilities
The following duties are normal for this position but should not be interpreted as all-inclusive. Other duties may be required and assigned.
Provide exceptional member service through quality conversations with members in a friendly, professional, and courteous manner.
Performs work in a video banking environment, with the aid of various computer programs.
Provide front-line member support through multiple service requests or inquiries submitted through email, secure mail, or other digital credit union channels.
Perform all required tasks to establish new accounts, including maintenance of all deposit products and ancillary services.
Process member support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc.
Interview members and process consumer loan applications, including but not limited to gathering all applicable documentation within limits of loan authority, making decisions on consumer loans (close, fund, or disperse consumer loans). Meet with members with declined loans.
Must have the ability to effectively cross-sell credit union products and services.
BENEFITS
We are proud to offer competitive wages and an extensive benefits package including employer paid medical, dental, vision, basic life and AD&D, long-term and short-term disability for all employees (additional coverage for family members may be selected at the expense of the employee). We also offer a 401K Defined Contribution Plan with a generous employer match up of 7%, and eleven (11) paid holidays!
QUALIFICATIONS
Thorough knowledge of credit union products and services.
Accuracy in cash handling and transactions.
Ability to learn and follow federal regulations as well as company policies and procedures.
REQUIREMENTS
High school diploma or equivalent required.
One year experience in a credit union, bank, or financial institution required.
Experience with consumer loans and new accounts preferred.
Minimum typing speed of 40 wpm and must maintain at least 95% accuracy while typing required.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with email communication tools (e.g., Outlook) required.
PHYSICAL REQUIREMENTS
Ability to sit and/or stand for long periods of time.
Ability to use a computer for long periods of time.
Ability to work in non-smoking environment
To be hired for this position the candidate must pass a drug screen and background check
TENCU is an Equal Opportunity Employer.
*This job opportunity is only open to local candidates in Tennessee*
No recruiters please
Job Posted by ApplicantPro
Video Banker
Investment banker job in Nashville, TN
TEN Credit Union exists to care for the lives of our employees, members, families, and communities. We care by putting people before profit, relationships before fees, families before timecards, and community trust before growth. While we are serious about our mission, we do not take ourselves too seriously. We are a team that values creativity, collaboration, and above all fun!
We are looking for a Video Banker to join our Main branch located in Nashville, TN. Hours are Monday - Thursday, 8:00am-5:00pm and Friday 8:00am-6:00pm.
Compensation: $24/hour
Day-to-Day Job Duties
The Video Banker position will engage with TENCU members and handle all member interactions in a blended work environment, including telephone, interactive video, web chat, and secure mail. This role will be a part of a team under the direction of the Video Banking Manager in a call center environment.
Duties/Responsibilities
The following duties are normal for this position but should not be interpreted as all-inclusive. Other duties may be required and assigned.
* Provide exceptional member service through quality conversations with members in a friendly, professional, and courteous manner.
* Performs work in a video banking environment, with the aid of various computer programs.
* Provide front-line member support through multiple service requests or inquiries submitted through email, secure mail, or other digital credit union channels.
* Perform all required tasks to establish new accounts, including maintenance of all deposit products and ancillary services.
* Process member support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc.
* Interview members and process consumer loan applications, including but not limited to gathering all applicable documentation within limits of loan authority, making decisions on consumer loans (close, fund, or disperse consumer loans). Meet with members with declined loans.
* Must have the ability to effectively cross-sell credit union products and services.
BENEFITS
We are proud to offer competitive wages and an extensive benefits package including employer paid medical, dental, vision, basic life and AD&D, long-term and short-term disability for all employees (additional coverage for family members may be selected at the expense of the employee). We also offer a 401K Defined Contribution Plan with a generous employer match up of 7%, and eleven (11) paid holidays!
QUALIFICATIONS
* Thorough knowledge of credit union products and services.
* Accuracy in cash handling and transactions.
* Ability to learn and follow federal regulations as well as company policies and procedures.
REQUIREMENTS
* High school diploma or equivalent required.
* One year experience in a credit union, bank, or financial institution required.
* Experience with consumer loans and new accounts preferred.
* Minimum typing speed of 40 wpm and must maintain at least 95% accuracy while typing required.
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with email communication tools (e.g., Outlook) required.
PHYSICAL REQUIREMENTS
* Ability to sit and/or stand for long periods of time.
* Ability to use a computer for long periods of time.
* Ability to work in non-smoking environment
To be hired for this position the candidate must pass a drug screen and background check
TENCU is an Equal Opportunity Employer.
* This job opportunity is only open to local candidates in Tennessee*
No recruiters please
Stage pre-laurea | Banking, Milano
Investment banker job in Milan, TN
Keen to become part of a truly global, collaborative team of professionals? Your journey begins here. Siamo alla ricerca un/a studente/essa interessato/a a svolgere un'esperienza formativa di stage pre-laurea nel nostro team Banking, sede di Milano. Cerchiamo:
* brillante curriculum accademico
* spiccato interesse per la materia Banking and Finance
* ottima conoscenza della lingua inglese (scritta e parlata)
* disponibilità full-time per almeno 2/3 mesi
Equal opportunities employment statement
It is the policy of Hogan Lovells to provide equal opportunities for all lawyers, trainees and employees in relation to recruitment, training and promotion. Decisions in these areas will be made only by reference to the requirements of the job and shall not be influenced by any consideration of ethnic origin, sex, sexual orientation, age, disability or religion and belief.
Auto-ApplyPatient Financial Services Representative
Investment banker job in Memphis, TN
The Patient Financial Services Rep is responsible for performing all aspects of insurance duties, to include verifying insurance coverage, filing insurance claims, collection duties, filing Workers' Compensation claims, entering payments with corresponding explanation of benefits (EOB's), filing appeals, general Accounts Receivable support and answering the phone. In addition, the Patient Financial Services Rep must be able to provide efficient and proficient services to our physicians as well as provide quality, courteous and compassionate services to our patients in adherence to the guidelines, policies and procedures set forth by The Conrad Pearson Clinic.
ESSENTIAL JOB FUNCTIONS
Verify and file insurance and Workers' Compensation claims.
Follow-up on all pending insurance claims.
Assist with setting up payment agreements and process patient payments over the phone or by mail.
Perform the daily billing process and work with the front-end rejections.
Perform collection duties for outstanding patient balances which include collection of payment for nonsufficient fund checks.
Post payments received with corresponding EOB's.
Answer telephone calls regarding patient balances and insurance questions.
Sort, read, answer and file correspondence.
Perform all necessary corrections and adjustments to patient accounts.
Complete the monthly work log in NextGen by assigned due date.
Perform general clerical duties such as typing, faxing, distribution of faxes, shredding and photocopying.
Act as liaison between physician office and insurance companies, providing additional information as requested.
Communicate regularly with supervisor, keeping him/her apprised of all pertinent information and providing feedback.
Ensure compliance for all regulatory requirements including OSHA, CLIA and HIPAA; immediately and accurately document and report occurrences to supervisor; and ensure compliance with all legal and regulatory requirements as outlined in the corporate compliance plan.
Support and adhere to all company policies, procedures and management decisions; maintain confidentiality of patients' medical information; and all confidential administrative related issues.
Demonstrate dependability in attendance, punctuality in reporting for work and initiative in completing a full work schedule; meeting or exceeding all established deadlines and utilizing all resources and supplies efficiently and appropriately.
Demonstrate the ability to concentrate during the course of the day.
Display a positive outlook with a helpful, constructive manner when working with other employees.
Demonstrate superior patient relations and interpersonal skills; demonstrate an appropriate level of mental and emotional tolerance and even temperament when dealing with staff, patients and general public using tact, sensitivity and sound judgment; promote a positive work environment and contribute to the overall efforts of the department and the company.
POSITION REQUIREMENTS
High School Diploma or GED equivalent is required.
Two years of insurance, billing and collection experience is required, preferably in a physician office.
Strong knowledge of ICD-10 and CPT coding is required.
Computer experience is required.
Excellent oral and written communication, interpersonal, problem-solving and organizational skills are required.
Occasional overtime, evening and weekend work is required
A valid driver's license, dependable automobile and current auto insurance are required for occasional travel for business purposes and to work at satellite locations.
ESSENTIAL PHYSICAL REQUIREMENTS
Requires prolonged sitting, some bending, stooping and stretching, or performing other work requiring moderate physical exertion.
Capacity to maintain physical activity over prolonged periods of time (stamina).
Able to see for the purpose of reading information received in different formats including but not limited to paper, computer, reports, bulletins and manuals.
Able to hear for work-related purposes.
Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator and other office equipment.
Able to lift up to a minimum of 25 pounds.
ESSENTIAL ENVIRONMENTAL CONDITIONS
Work is generally performed under normal office working conditions.
Normal level of visual strain.
Ability to cope with stress caused by public interaction, multiple demands and extraneous noises.
Possible exposure to contagious diseases.
Auto-Apply2026 Summer Intern- Core Banking
Investment banker job in Chattanooga, TN
What we offer you: As a Core Banking intern, you will have the opportunity to join the SmartBank team by completing meaningful project work that is designed to drive the company forward. This project work will challenge you to work independently and collaboratively across various teams in the company. Our multifunctional teams will provide you with ample resources and opportunities to interact with multiple leaders and talented professionals throughout the organization.
Your role as a Core Banking Intern
* Upholds SmartBank Core Values and Core Purpose of Act with Integrity, Be Enthusiastic, Create Positivity, Demonstrate Accountability and Embrace Change.
* Follow and embrace the SmartBank Way
* System support with Data Validation, System Testing, and User Access Audits
* Data Analysis: Building data reports/dashboard to assist in monitoring exceptions and errors.
* Process Improvement: Document pain points and identify automation opportunities
* Complies with all applicable federal, state, and local banking and industry related laws and regulations.
Qualifications for the Ideal Candidate
To excel in this role, you should possess the following qualifications:
* Strong written/oral communication skills
* Microsoft Office experience, strong excel skills required
* Strong analytical skills with attention to detail
* Automation skills preferred but not required
Our 2026 Summer Internship will take place from May 18th, 2026, through August 2026. This is a paid internship at $15/hour, with interns working an average of 30 hours per week.
About Us:
SmartBank is rooted in our core values: Acting with Integrity, Being Enthusiastic, Creating Positivity, Demonstrating Accountability, and Embracing Change. Our team lives and breathes these values to fulfill our core purpose: creating "WOW" experiences for our clients. For over 15 years, we've been delivering on this purpose in Tennessee, Alabama, and Florida, and we're continuously expanding our reach. Our team is empowered to care for our clients and actively participate in the communities we serve. At SmartBank, we prioritize individual needs, set high expectations, and celebrate achievements - that's the SmartBank way.
Are you ready to be part of the SmartBank Team? Create your WOW experience this summer!
Intern - Mid-South Commercial Banking
Investment banker job in Memphis, TN
Internship Program Duration: 10 Weeks - June 1, 2025 - August 7, 2025 Pay: $20 Our 10-week internship offers a comprehensive and immersive experience for students or graduated professionals interested in gaining practical knowledge and skills in the banking industry. Each week, you will be exposed to different leaders and aspects of the line of business. You will have the opportunity to complete projects that will help you understand the day-to-day operations of a bank and develop a well-rounded skillset. Additionally, you will have the chance to receive guidance from experienced professionals in the field, participate in meetings, and network with other interns and associates. By the end of the program, you will have gained valuable insights, built a solid foundation in banking practices, and potentially set the stage for future career opportunities at First Horizon.
Work schedule and number of hours worked per week (minimum: 15 - 40 hours) are flexible, within normal business hours.
The Intern will learn and assist with the day-to-day duties of the Mid-South Commercial Banking members, including but not limited to:
* Financial statement spreading and analysis, assisting with the credit approval process, loan portfolio monitoring and management - primarily aligning with the duties of a credit analyst on the team
Qualifications
* Full-time undergraduate student with anticipated graduation date between December 2025 and June 2027 - or - graduated working professional
* GPA of 2.75 or above
* Strong interest in business and finance, though no specific major or field is required
* Resourcefulness, team-oriented, enthusiastic
* Entrepreneurial spirit
* Demonstrated leadership and self-development (work or campus)
* Ability to interface and network with people at all levels of an organization
* Strong communication and collaboration skills
* Strategic and critical thinking skills
Computer and Office Equipment Skills
* Microsoft Office Suite
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
Wealth Management Private Banker - Middle TN Area
Investment banker job in Brentwood, TN
About the Role:
Are you passionate about building and nurturing high-value client relationships? As a Wealth Management Private Banker, you'll be at the forefront of providing exceptional financial services and wealth management solutions. You'll work closely with a team of professionals to deliver personalized banking experiences that exceed client expectations.
What You'll Do:
Drive Results: Acquire new assets and expand relationships with existing clients by offering comprehensive financial advice.
Client Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs.
Relationship Management: Conduct regular reviews and deepen client engagement to achieve growth targets.
Team Coordination: Lead a team of wealth management experts to deliver tailored financial solutions.
Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners.
Community Engagement: Actively participate in community events to enhance visibility and attract new prospects.
Compliance: Ensure adherence to all compliance training and regulatory requirements.
What We're Looking For:
Experience:
5+ years in private banking and/or wealth management.
Strong understanding of wealth management and planning concepts.
Expertise in consumer and commercial credit structuring and lending practices.
Proven track record in business development and client acquisition.
Education:
Bachelor's Degree.
Preferred: CFP, CFA, CPA, and/or JD.
Preferred licenses: Life and Health Insurance.
Required Skills:
Excellent interpersonal skills to represent the bank positively.
Strong analytical, verbal, and written communication skills.
Effective sales and negotiation abilities.
Commitment to ongoing compliance training and professional development.
Preferred Skills:
Professional designations and licenses as mentioned above.
Position Type:
This is a full-time role with the flexibility to work evenings and weekends as needed.
Travel:
Up to 10% travel required.
Conditions of Employment:
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
FLSA Status:
Non-Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Auto-ApplyPrivate Client Banker - Berry and 8th - Nashville, TN
Investment banker job in Nashville, TN
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyVideo Banker
Investment banker job in Cookeville, TN
TEN Credit Union exists to care for the lives of our employees, members, families, and communities. We care by putting people before profit, relationships before fees, families before timecards, and community trust before growth. While we are serious about our mission, we do not take ourselves too seriously. We are a team that values creativity, collaboration, and above all fun!
We are looking for a Video Banker to join our Cookeville branch. Hours are Monday - Thursday, 8:00am-5:00pm and Friday 8:00am-6:00pm.
Compensation: $22/hour
Day-to-Day Job Duties
The Video Banker position will engage with TENCU members and handle all member interactions in a blended work environment, including telephone, interactive video, web chat, and secure mail. This role will be a part of a team under the direction of the Video Banking Manager in a call center environment.
Duties/Responsibilities
The following duties are normal for this position but should not be interpreted as all-inclusive. Other duties may be required and assigned.
* Provide exceptional member service through quality conversations with members in a friendly, professional, and courteous manner.
* Performs work in a video banking environment, with the aid of various computer programs.
* Provide front-line member support through multiple service requests or inquiries submitted through email, secure mail, or other digital credit union channels.
* Perform all required tasks to establish new accounts, including maintenance of all deposit products and ancillary services.
* Process member support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc.
* Interview members and process consumer loan applications, including but not limited to gathering all applicable documentation within limits of loan authority, making decisions on consumer loans (close, fund, or disperse consumer loans). Meet with members with declined loans.
* Must have the ability to effectively cross-sell credit union products and services.
BENEFITS
We are proud to offer competitive wages and an extensive benefits package including employer paid medical, dental, vision, basic life and AD&D, long-term and short-term disability for all employees (additional coverage for family members may be selected at the expense of the employee). We also offer a 401K Defined Contribution Plan with a generous employer match up of 7%, and eleven (11) paid holidays!
QUALIFICATIONS
* Thorough knowledge of credit union products and services.
* Accuracy in cash handling and transactions.
* Ability to learn and follow federal regulations as well as company policies and procedures.
REQUIREMENTS
* High school diploma or equivalent required.
* One year experience in a credit union, bank, or financial institution required.
* Experience with consumer loans and new accounts preferred.
* Minimum typing speed of 40 wpm and must maintain at least 95% accuracy while typing required.
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with email communication tools (e.g., Outlook) required.
PHYSICAL REQUIREMENTS
* Ability to sit and/or stand for long periods of time.
* Ability to use a computer for long periods of time.
* Ability to work in non-smoking environment
To be hired for this position the candidate must pass a drug screen and background check
TENCU is an Equal Opportunity Employer.
* This job opportunity is only open to local candidates in Tennessee*
No recruiters please
Video Banker
Investment banker job in Cookeville, TN
Job Description
TEN Credit Union exists to care for the lives of our employees, members, families, and communities. We care by putting people before profit, relationships before fees, families before timecards, and community trust before growth.
While we are serious about our mission, we do not take ourselves too seriously. We are a team that values creativity, collaboration, and above all fun!
We are looking for a Video Banker to join our Cookeville branch. Hours are Monday - Thursday, 8:00am-5:00pm and Friday 8:00am-6:00pm.
Compensation: $22/hour
Day-to-Day Job Duties
The Video Banker position will engage with TENCU members and handle all member interactions in a blended work environment, including telephone, interactive video, web chat, and secure mail. This role will be a part of a team under the direction of the Video Banking Manager in a call center environment.
Duties/Responsibilities
The following duties are normal for this position but should not be interpreted as all-inclusive. Other duties may be required and assigned.
Provide exceptional member service through quality conversations with members in a friendly, professional, and courteous manner.
Performs work in a video banking environment, with the aid of various computer programs.
Provide front-line member support through multiple service requests or inquiries submitted through email, secure mail, or other digital credit union channels.
Perform all required tasks to establish new accounts, including maintenance of all deposit products and ancillary services.
Process member support requests and inquiries including, but not limited to: Reg E Inquires, Stop Payments, ACH inquires, Account Information. Close accounts, Password Resets etc.
Interview members and process consumer loan applications, including but not limited to gathering all applicable documentation within limits of loan authority, making decisions on consumer loans (close, fund, or disperse consumer loans). Meet with members with declined loans.
Must have the ability to effectively cross-sell credit union products and services.
BENEFITS
We are proud to offer competitive wages and an extensive benefits package including employer paid medical, dental, vision, basic life and AD&D, long-term and short-term disability for all employees (additional coverage for family members may be selected at the expense of the employee). We also offer a 401K Defined Contribution Plan with a generous employer match up of 7%, and eleven (11) paid holidays!
QUALIFICATIONS
Thorough knowledge of credit union products and services.
Accuracy in cash handling and transactions.
Ability to learn and follow federal regulations as well as company policies and procedures.
REQUIREMENTS
High school diploma or equivalent required.
One year experience in a credit union, bank, or financial institution required.
Experience with consumer loans and new accounts preferred.
Minimum typing speed of 40 wpm and must maintain at least 95% accuracy while typing required.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with email communication tools (e.g., Outlook) required.
PHYSICAL REQUIREMENTS
Ability to sit and/or stand for long periods of time.
Ability to use a computer for long periods of time.
Ability to work in non-smoking environment
To be hired for this position the candidate must pass a drug screen and background check
TENCU is an Equal Opportunity Employer.
*This job opportunity is only open to local candidates in Tennessee*
No recruiters please
Job Posted by ApplicantPro