RM Associate

First Horizon Corp.; Mobile, Northern (AL, KY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

First Horizon Corp. is seeking a on-site Private Client Services Assistant in Mobile, AL. The role supports relationship managers in delivering high net worth banking services to clients and handles client inquiries, account openings, and cross-selling opportunities.

The position focuses on developing sales skills, managing smaller client accounts, and coordinating with internal partners to position bank products and services. Evening/weekend opportunities may arise to enhance client engagement.

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 a high-end banking environment.

Responsibilities

• Assist Private Client Services RM's in providing financial services to Private Clients and support relationship management.
• Serve as primary contact for sales and service to existing clients, supporting growth in markets.
• Help RM maintain a portfolio of high-value clients and position Bank products.
• Assist in developing sales plans and strategies, and help coordinate client entertainment opportunities.

Skills

MS Office

Client service

Relationship management

Sales skills

Education

Bachelor's degree

Tools

CRM software

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.