RM Associate

First Horizon Bank; Mobile (AL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Job summary

First Horizon Bank in Mobile, AL is seeking a Private Client Services Associate to support high net worth clients with full banking operations under supervision, following departmental standards.

You will back Private Client Services Relationship Managers, open accounts, promote cross-selling, and assist with consumer loans, coordinating with Wealth partners to grow the client base. A Bachelor's degree and 2 years' experience are preferred, with strong MS Office and communication skills.

Qualifications

• 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.

Responsibilities

• Assists Private Client Services RM’s in providing financial services to qualified Private Clients as well as relationship management duties.
• Acts as a primary point of contact for sales and service to some existing clients, supporting Private Client Services in growing markets, with emphasis on serving consumer clients early in their wealth cycle.
• Maintains a portfolio mix of targeted high value and high potential clients; monitors customer information/products, financial plan and market trends to identify new needs and opportunities.
• Uncovers prospect needs for products and services and recommends solutions; assist in developing sales plans and strategies and in finalizing deals with input from supervising relationship manager.

Skills

MS Office

Written communication

Oral communication

Grammar/Typing

Sales skills

Customer service

Education

Bachelor's degree or equivalent

Job description

Job Description

Job Description

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.

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

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.