What are the responsibilities and job description for the Private Client Specialist - Senior position at First Horizon National Corporation?
LOCATION : As listed in Job Posting in Orlando, Florida.
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. This position supports two Private Client Relationship Managers.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Develops new relationships through :
- Calling on targeted potential clients to uncover prospect needs for products and services.
- Makes client focused recommends and product solutions.
- Assists clients with identifying the appropriate products and strategies to meet their individual needs.
- Finalizes, helps structure and close deals with a high rate of successful closure.
- Assists the client by providing financial status and financial goals to ensure the product and service offerings are in the customer’s best interest.
- Provides product informational and educational materials to the customer about financial products and services that will meet or exceed their needs (e.g. financial planning, investments, insurance, credit, market trends).
- Monitors customer information, product selections, financial plans and market trends to identify new customer needs and opportunities to retain and grow portfolio.
- Cross-sells retail and trust services such as credit cards, personal trusts, and investment, financial, and estate planning services.
- Ensures information requests are handled in accordance with departmental and company policies and procedures.
- Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
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 and 6 years of experience or equivalent combination of education and experience
About Us
First Horizon Corp. (NYSE : FHN) , with $82.6 billion in assets as of September 30, 2024, 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
Corporate Diversity Commitment :
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
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Equal Opportunity Employer / Protected Veterans / Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) Behavior
Team Player : Works well as a member of a group
Enthusiastic : Shows intense and eager enjoyment and interest
Motivation
Ability to Make an Impact : Inspired to perform well by the ability to contribute to the success of a project or the organization
Self-Starter : Inspired to perform without outside help
Skills
Business Development Novice
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