Healthcare

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, insurance, 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. • Perform all other duties as assigned. 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 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.

  • Brentwood, TN

  • 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.

  • Spring Hill, TN

  • 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

  • Lebanon, TN

  • no content

Banking Center Manager III

Location: On site at location listed in job posting. ESSENTIAL DUTIES AND RESPONSIBILITIES Strategic leadership Coach, lead and manage banking center team to ensure all strategic initiatives are executed effectively. Model and demonstrate First Horizon Bank (Firstpower) culture. Promote a positive work culture by increasing and supporting associate engagement. Represent the company in a professional manner, including being involved in the local market/community through civic organizations or community groups. Sales and business development Implement and coach advice driven sales process. Provide one-on-one coaching, inspect, and recognize sales activities and behaviors. Establish and nurture relationships with key clients and partners to expand the client base. Proactively collaborate with and refer to key line of business partners to lead and promote effective One Team partnerships. Business development of market area through proactive sales calls, networking, and participation in local activities to achieve goals and priorities. Client experience Deliver excellent client experiences consistently and promptly resolve client issues effectively. Team management Recruit, train, develop, and retain a high-performing Retail banking center team. Lead, grow, coach, and motivate associates to execute banking center routines effectively, aligning with our Purpose, Values, and Action to deliver financial guidance and support. Provide regular coaching, feedback, and performance evaluations to banking center team members. Foster a collaborative and inclusive work environment that promotes teamwork and professional growth. Mentor less experienced Banking Center Managers. Compliance and risk management Collaborate with market operations and sales leadership to ensure compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics, while ensuring all associates on the team complete required training. Implement effective risk management practices to minimize potential financial and operational risks. Operational efficiency Lead and manage operational excellence for the banking center. Monitor operational metrics and implement improvements as needed. Partner with Retail Operations team to address operational concerns. Responsible for controlling operational and administrative expenses. Other job-related duties and special 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; assessing performance, providing regular feedback and coaching; 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. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree (B. A.) from four-year college or university; or 5 -10 years related experience and/or training; or equivalent combination of education and 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.

  • Lonsdale, TN

  • no content

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

Senior Client Specialist

Location: On site at location listed in job posting Summary Supports Bank clients and sales staff by performing moderately complex daily clerical functions, to maintain the office and document processing. Provide assistance to Commercial Relationship Managers in the department. Responsibilities Provide Commercial Lending Support to Commercial Relationship Managers, often serving as a primary point of contact for clients’ operational needs Assist with maintaining Relationship Managers’ portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Learn to identify clients’ operational needs and bank products/services to meet these needs Open and maintain commercial depository accounts and related documentation in accordance with policy, including Beneficial Ownership, OFAC and other requirements Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, Treasury Management, and other bank services Research and coordinate responses to client needs, with other departments within the bank, as needed Process payment and fees of commercial client overdrafts Process commercial client draws and paydowns on lines of credit Complete routine servicing of depository accounts Communicate with clients, attorneys, insurance companies, title companies, and various other professionals to assist with loan and deposit account management Assist in ordering appraisals and other loan due diligence as needed Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients (with supervision) Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents Data extraction and reporting: Extract, clean, and transform data from various sources, ensuring data accuracy and integrity. Generate regular reports, presenting data findings to leaders in a clear and concise manner. Experience with data visualization tools and systems (e.g., Power BI, Excel, Salesforce, nCino, and PowerPoint). Requirements High school diploma or GED and 2-4 years of experience or equivalent combination of education and experience Proficiency with MS 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 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

  • Tampa, FL

  • 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

Universal Banker - Float

Location: On site at location listed in job posting. SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals), and provide support to banking center management. Weekly Scheduled Hours: 8-5 Mon-Fri and 8-12 Saturday ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and service Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services. Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs. Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts. Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns. Assist client with loan application for personal/retail consumer needs and “handing off” the processing of these applications to the appropriate associate. Client experience Research and resolve problems and respond to client inquiries on account status. Deliver excellent client experiences consistently and promptly resolve client issues effectively. Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency Assist banking center associates with all aspects of daily operations as needed, including audit controls. Assist banking center management with “on the job training” of new associates. Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience. High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. COMPUTER AND OFFICES EQUIPMENT SKILLS Microsoft Office Suite In addition, 10-key calculator; coin counter As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

  • Broadmoor, LA

  • 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