What are the responsibilities and job description for the Private Client Specialist - Senior position at First Horizon?
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
• 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
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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