Logistics

Senior Private Client Relationship Manager

Location: On site in Huntsville, AL Summary The Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Performs all other duties as assigned. QUALIFICATIONS Ten plus years of work experience in Private Banking or Financial Services Bachelor’s Degree required Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client’s behalf PREFERRED QUALIFICATIONS Series 7, 66 and Insurance licenses preferred, but can be obtained after employment Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

  • Huntsville, AL

  • no content

Premier Banker

Location: On site at location listed in job posting. Summary: The Licensed Relationship Banker is a trusted advisor who delivers exceptional client service, deepens relationships, and grows the branch through consultative guidance. In this role, you proactively engage clients to understand their goals, recommend tailored banking and investment solutions, open and service accounts, support digital adoption, and partner with specialists. Working in line with local market dynamics, you apply knowledge of loans, deposits, investments, insurance, and other banking products to deliver an integrated, seamless client experience while maintaining operational excellence and compliance. Essential Duties and Responsibilities: Manage and grow a portfolio of clients by deepening existing relationships and acquiring new ones. Proactively meet with clients in person and by phone to build lasting relationships, discover needs, and tailor product and service recommendations. Thoroughly understand each client’s financial situation, goals, and needs. Recommend and deliver customized solutions — including credit, deposits, investments, insurance, and other products — partnering with internal specialists. Open and service consumer and small business accounts; support clients with digital banking enrollment and self-service tools for 24/7 access. Originate and process consumer credit requests; refer complex or specialized needs (e.g., mortgage, wealth, small business) to the appropriate partner and coordinate warm handoffs. Drive growth through deposits, loans, investments, and fee income. Collaborate with cross-functional partners — including Credit, Treasury Management, Wealth, and specialty banking team partners — to deliver an integrated client experience. Build pipeline through outreach, appointments, and disciplined follow-up. Educate clients on digital tools and financial wellness resources to improve convenience and satisfaction. Answer client inquiries about bank products, services, and policies. Take ownership of client issues; resolve promptly and professionally, escalating when needed. Stay informed on economic, legal, and market trends impacting clients. Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure. Operate within established risk parameters; ensure compliance with regulatory requirements (e.g., KYC/CIP, BSA/AML, Reg E/CC, Privacy, UDAAP, TILA/Reg Z as applicable), credit policies, and other internal policies; complete required training on time. Participate in local community activities sponsored by the market. Collaborate with branch associates to achieve shared sales, service, and operational goals; participate in training, coaching, and community engagement. Model team-based collaboration and First Horizon values. Note: This role does not process teller transactions Licensing Requirements: • Active FINRA Series 6, Series 63 registrations are required at time of hire. • Maintain all registrations in good standing, including completion of required continuing education. • Depending on market and duties, NMLS registration (for dwelling-secured lending activities) and/or a Notary commission may be required or preferred; confirm with hiring leader. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skills, and abilities required for this position. • High school diploma or GED required; college degree or military equivalent preferred. • Minimum 5-10 years of experience in retail banking, financial services, or a consultative relationship sales role with a track record of achieving results. • Client-first mindset with strong communication, listening, and consultative problem-solving skills. • Confidence in presenting product knowledge and tailoring solutions to diverse client needs; ability to influence and educate clients on technology. • Ability to quickly learn bank products, services, and procedures; strong attention to detail and follow-up. • Proficiency with platform systems, CRM tools, and common office software. • Ability to work standard branch hours with potential Saturday hours depending on location; flexibility to support nearby branches as needed. • Bilingual skills are a plus based on market. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

  • Bellevue, TN

  • no content

Relationship Banker Senior

Location: On site at location listed in job posting. Hours : Monday-Thursday 9:00am - 5:15pm, Friday 9:00am - 6:15PM SUMMARY The Sr. Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank’s products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center’s overall sales goals. This role performs the most complex assignments. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients’ short-and-long term goals. Utilize a deep understanding of the bank’s products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). Deliver excellent client experiences consistently and promptly resolve client issues effectively. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. Assist banking center management with “on the job training” of new associates. Assist with dual control vault responsibilities and audit controls. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. High school diploma or general education degree (GED) 5 years of experience COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

  • Hickory Hill, TN

  • no content

Customer Solutions Agent Sr.

Location: On site at location listed in job posting. JOB SUMMARY At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone’s ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time. The Customer Solution representative will be the escalation point to solve complex problems that are reported by customers and regulatory agencies and to communicate the progress of the solution to the reporting employee, regulatory agencies, and/or affected customer. The representative is responsible for ensuring all escalated customers and regulatory inquiries are resolved timely and efficiently to meet the highest service quality standards. The representative will fully track solutions and related communication activities and retain critical information concerning customer inquiries. The representative should be able to foresee, project, and recommend solutions to potential problems as well as identify broad impact issues within the company and work with all departmental management to prevent situations which cause negative customer relations. Job Duties and Responsibilities COMMUNICATION : Effectively communicates (written and verbal) with internal workgroups to resolve problems within established service levels Regularly communicates (written and verbal) with customers to obtain required information, set expectation for next contact and continues follow up with the customer until final resolution is determined Raises awareness of customer issues that may exceed service level Update submitters / regulators agencies of progress towards and completion of customers inquires Communicates recurring issues as appropriate ISSUE MANAGEMENT: Self-directed to solve escalated customer problems and selects appropriate solution path based on issue information Obtains additional information if required to define issue Document all activities and communications in issue management system Identifies root-cause of customer issue and recommends appropriate solution Able to manage multiple issues and ensure resolutions are resolved within service levels ADDITIONAL RESPONSIBILITIES AND PROCESS IMPROVEMENT: Identify opportunities and provide feedback relating to continuous company/ department improvement Works effectively as a team member Demonstrates Firstpower in attitude and relationships Job Requirements (Knowledge, Skills, and Abilities) Excellent written and verbal skills Ability to manage multiple problems effectively Knowledge of bank products and systems Ability to analyze problems, identify trends and recommend solutions Interpersonal skills to work with various levels of management and difficult customers Job Qualifications Two to three years experience in bank product service/operations. BA, BS degree or equivalent in experience Experience with banking products and systems Two years experience written and verbal direct customer communications DISCLAIMER All the above duties and responsibilities are essential job functions subject to reasonable accommodation. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.

  • Seymour, TN

  • no content

Banking Center Operations Coordinator

ESSENTIAL DUTIES AND RESPONSIBILITIES Operational efficiency Handle a cash drawer; ensuring proper control of cash drawer; follow all audit and security policies and procedures. Handle single control vault, ensuring proper control of vault cash, follow all audit and security policies and procedures. Monitor the daily balancing and processing of ATM(s), including the processing of all entries, servicing and required audits. Responsible for the verification of deposits in the night and lobby depository. Alert tellers about any suspected fraud, kiting, theft or other illegal activity. Secure all applicable cash records and all other transaction records, supplies and computer equipment at the end of the work day. Responsible for monitoring, controlling teller cash limits and banking center cash. Accountable for ensuring that the total cash in the banking center is balanced daily. Coordinate and assist with the dual control vault responsibilities. Use good judgment and follow bank policies when overriding transactions for tellers with withdrawals/less cash authority. Assist tellers in balancing as needed, reviews the daily banking office settlement, prepare correcting entries to reconcile teller errors. Performs teller cash audits as required. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Client experience Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively. Ensure an excellent overall client experience by assisting clients with select service needs. Responsible for ensuring proper control and maximum efficiency in the teller line. Provide teller line support in order to keep customer wait times to a minimum. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and tellers. Maintain workflow and handle scheduling the tellers. Observe, coach, and lead the Teller team to ensure all strategic initiatives are executed effectively. Assist in evaluating employee performance and counseling when needed. Assist in determining and satisfying training needs and establish performance plans. Conduct teller meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff. Assist in conducting meetings to promote sales, product knowledge and client service Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers’ difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions. Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing. Control the inventory of cash, Official Checks and Personal Money Orders through dual control. Sales and service Team management Compliance and risk management Perform all other job related duties as assigned SUPERVISORY RESPONSIBILITIES Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. 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 www.FirstHorizon.com . 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

  • Wake Forest, NC

  • no content

RM Associate

Location: On site at location listed in job posting. Summary Under general supervision, this position provides a variety of full service banking operations for high net worth clients that are simple to moderately complex following strict departmental standards and guidelines. Responsibilities Assists Private Client Services RM’s in providing financial services to qualified Private Clients as well as relationship management duties. Works under close supervision with focus on developing sales skills and knowledge. Will manage smaller client accounts as primary point of contact. Acts as a primary point of contact for sales and service to some existing clients, supporting Private Client Services in growing markets, with a particular emphasis on serving consumer clients early in their wealth cycle. Answers client inquiries about bank products, services, bank accounts and policies; opens new accounts; promotes cross-selling. Assists Relationship Manager with processing consumer loans towards closing, and lines up meeting opportunities with Wealth partners. Assists Relationship Manager in maintaining a portfolio mix of targeted high value and high potential clients. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Position includes helping Relationship Manager organize client files, calendar, and email to develop closer client relationships. Coordinates with internal partners to position Bank products and services. Uncovers prospect needs for products and services and recommends solutions; will have opportunities to help develop sales plans and strategies in future; also will have opportunity in future to help finalize, structure, and close deals with input from supervising relationship manager. In addition will assist relationship manager with client/prospect entertainment opportunities which may occur during evening and/or weekend hours. Requirements Bachelor's degree or equivalent; 2 years of experience required; 2 - 4 years preferred. Proficiency with MS Office Suite Good written and oral skills Accurate grammar, typing and spelling Winning attitude and desire to excel in this highly desirable work environment. Able to adjust to changing work environment.

  • Mobile, AL

  • no content

Portfolio Manager

SUMMARY The Commercial Portfolio Manager partners with local Relationship Managers and to provide daily credit analysis, underwriting, and portfolio management support for assigned commercial and corporate borrowers. Tasks are completed in a fast-paced, production-based environment and include leading the loan structuring, underwriting, origination, and servicing responsibilities for their assigned loan portfolio. The incumbent works independently with support from other members of the team, providing mentoring and guidance to junior members of the portfolio management team and working closely with Credit Analysts. The ideal candidate works well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. ESSENTIAL DUTIES AND RESPONSIBILITIES Leading the analysis, underwriting, origination, and portfolio management of loans in a growing commercial and corporate portfolio. Utilizing loan structuring, risk identification, and risk mitigation skills Understanding and application of the Bank’s risk grading methodology and credit appetite Managing complex relationships and ability to understand both C&I and income-producing real estate (CRE) borrowers. Partnering with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. Oversight of post-approval due diligence requirements and commercial loan documentation preparation. Building and maintaining a portfolio mix of targeted high value and high potential clients, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. Partnering with junior members of the commercial team to delegate tasks related to the origination and servicing of the loan portfolio. Providing feedback and guidance in order to develop the skills of these teammates. Performs all other duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Minimum 3 to 5 years of commercial underwriting and portfolio management experience Bachelor's degree (or equivalent in work experience) required. Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials and significant business partners Accurate typing, spelling and grammar skills. Strong written and oral communication skills. Strong organizational and customer service skills.

  • Vinnings, GA

  • no content

Banking Center Operations Coordinator

ESSENTIAL DUTIES AND RESPONSIBILITIES Operational efficiency Handle a cash drawer; ensuring proper control of cash drawer; follow all audit and security policies and procedures. Handle single control vault, ensuring proper control of vault cash, follow all audit and security policies and procedures. Monitor the daily balancing and processing of ATM(s), including the processing of all entries, servicing and required audits. Responsible for the verification of deposits in the night and lobby depository. Alert tellers about any suspected fraud, kiting, theft or other illegal activity. Secure all applicable cash records and all other transaction records, supplies and computer equipment at the end of the work day. Responsible for monitoring, controlling teller cash limits and banking center cash. Accountable for ensuring that the total cash in the banking center is balanced daily. Coordinate and assist with the dual control vault responsibilities. Use good judgment and follow bank policies when overriding transactions for tellers with withdrawals/less cash authority. Assist tellers in balancing as needed, reviews the daily banking office settlement, prepare correcting entries to reconcile teller errors. Performs teller cash audits as required. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Client experience Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively. Ensure an excellent overall client experience by assisting clients with select service needs. Responsible for ensuring proper control and maximum efficiency in the teller line. Provide teller line support in order to keep customer wait times to a minimum. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Sales and service Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and tellers. Team management Maintain workflow and handle scheduling the tellers. Observe, coach, and lead the Teller team to ensure all strategic initiatives are executed effectively. Assist in evaluating employee performance and counseling when needed. Assist in determining and satisfying training needs and establish performance plans. Conduct teller meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff. Assist in conducting meetings to promote sales, product knowledge and client service Compliance and risk management Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers’ difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions. Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing. Control the inventory of cash, Official Checks and Personal Money Orders through dual control. Perform all other job related duties as assigned SUPERVISORY RESPONSIBILITIES Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. 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 www.FirstHorizon.com . 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

  • Clemmons, NC

  • no content

Banking Center Operations Coordinator

Location: Onsite listed in the posting SUMMARY Provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the transactional processing staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all policies and procedures affecting the day-to-day operations. Perform related duties as required to assist in achieving banking center goals. Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment, which include the duties and responsibilities described herein. ESSENTIAL DUTIES AND RESPONSIBILITIES Operational efficiency · Oversee center cash operations including cashboxes, vault, ATM, and TCRs to ensure center cash is managed, balanced, and secured within the established limits following bank policy. · Process client transactions accurately and efficiently and using sound judgment when providing approvals and overrides to safeguard against fraud and errors. · Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team. · Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures. · Mitigate the bank’s risk as outlined in the Compliance and risk management section below including assisting with cash audits and ensuring accurate record retention. Compliance and risk management · Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. · Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers’ difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions. · Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing. · Control the inventory of cash, Official Checks and Personal Money Orders through dual control. Client experience · Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively. · Ensure an excellent overall client experience by assisting clients with select service needs. · Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support in order to keep client wait times to a minimum. · Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Sales and service · Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. · Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and associates. Team management · Maintain workflow and handle scheduling the associates supporting financial transactions. · Observe, coach, and lead the transactional processing team to ensure all strategic initiatives are executed effectively. · Assist in evaluating employee performance and counseling when needed. · Assist in determining and satisfying training needs and establish performance plans. · Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff. · Assist in conducting meetings to promote sales, product knowledge and client service Perform all other job related duties as assigned QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience COMPUTER AND OFFICE EQUIPMENT SKILLS 1. Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required

  • Jere Baxter, TN

  • no content

Relationship Banker

Location : Onsite at the location listed in the job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank’s products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center’s overall sales goals. This role performs the most complex assignments. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. • Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. • Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients’ short-and-long term goals. Utilize a deep understanding of the bank’s products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. • Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. • Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. • Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience • Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). • Deliver excellent client experiences consistently and promptly resolve client issues effectively. • Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management • Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. • Assist banking center management with “on the job training” of new associates. • Assist with dual control vault responsibilities and audit controls. • Stay informed of all operational updates and changes to ensure compliance with all current guidelines. • Perform all other job related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. High school diploma or general education degree (GED) 2–5 years of experience as a Universal Banker or Teller Preferred Qualification: Bilingual in English and Spanish and/or Vietnamese strongly preferred. COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

  • Alcoa, TN

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Portfolio Manager Team Lead

SUMMARY Portfolio Management Team Lead candidates are experienced commercial lending portfolio managers who have the ability to lead a team of Portfolio Managers and Credit Analysts and directly contribute to the commercial lending portfolio through their assigned partnership with local Relationship Managers. The incumbent will provide direct management to the local team of Portfolio Managers and Credit Analysts, leading talent acquisition, onboarding, and performance management. They must have a demonstrated ability to effectively contribute to the loan structuring, underwriting, origination, and portfolio management responsibilities for their assigned loan portfolio. Candidates who have previous managerial experience, the ability to coach and develop talent, and possess a deep understanding of First Horizon’s credit policy, processes and risk appetite are preferred. The incumbent must work well in a team-focused setting and is comfortable balancing competing priorities in a deadline driven environment. ESSENTIAL DUTIES AND RESPONSIBILITIES Leads the analysis, underwriting, origination, and portfolio management of loans in a commercial loan portfolio. Utilizes loan structuring, risk identification, and risk mitigation skills Understands and applies the Bank’s risk grading methodology and credit appetite Manages complex relationships with ability to understand both C&I and income-producing real estate (CRE) borrowers. Partners with Relationship Managers to call on current or potential clients; understands and identifies needs for commercial products and services; develops lending proposals; identifies cross-sell opportunities. Maintains oversight of post-approval due diligence requirements and commercial loan documentation preparation. Maintains satisfactory portfolio management metrics, ensuring credit quality and portfolio servicing are maintained in an acceptable manner. Performs all other duties as assigned Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. Leads talent acquisition, onboarding, and new hire training for Portfolio Managers and Credit Analysts Establishes regular performance management routines for direct reports, setting goals and providing support to achieve progress towards goal. Develops the skills of direct reports by providing training, feedback, and coaching at the group and individual level. Completes regular monitoring of Market/LOB portfolio management reports, keeping Market/LOB leader apprised of portfolio management metrics and performance. Leads commercial portfolio management meetings, including Market Asset Quality Meetings. Monitors workflow and capacity across the team, making adjustments to ensure production deadlines and portfolio management standards are met. Ensures Portfolio Managers on the team are effectively engaging and working with their Credit Analyst partners, delegating increasingly complex assignments to promote Credit Analyst development. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Minimum 6 to 8 years of commercial underwriting and portfolio management experience Bachelor's degree (or equivalent in work experience) required. Ability to read, analyze and interpret financial reports and legal documents; performs simple to complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials, significant business partners, commercial lending prospects and clients. Strong written and oral communication skills. Strong organizational and customer service skills. Accurate typing, spelling and grammar skills.

  • Vinnings, GA

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Relationship Banker

Location : Onsite at the location listed in the job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank’s products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center’s overall sales goals. This role performs the most complex assignments. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. • Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. • Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients’ short-and-long term goals. Utilize a deep understanding of the bank’s products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. • Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. • Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions. • Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience • Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). • Deliver excellent client experiences consistently and promptly resolve client issues effectively. • Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management • Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency • Assist in conducting meetings to promote sales, product knowledge and customer service. Assist Banking Center Manager with training personnel. • Assist banking center management with “on the job training” of new associates. • Assist with dual control vault responsibilities and audit controls. • Stay informed of all operational updates and changes to ensure compliance with all current guidelines. • Perform all other job related duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required. • High school diploma or general education degree (GED) • 5 years of experience Preferred Qualification: Bilingual in English and Spanish and/or Vietnamese strongly preferred. COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required. NMLS Language As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

  • Sulphur, LA

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