RM Associate

Location: On site at location listed in job posting.

About the role

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 Relationship Managers (RMs) in providing financial services to qualified Private Clients as well as relationship management duties.
• Works under close supervision with a focus on developing sales skills and knowledge.
• Manages smaller client accounts as the 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 toward 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 plans, and market trends to identify new customer needs and opportunities to deliver further customer value.
• Helps 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 the future.
• Will have the opportunity in the future to help finalize, structure, and close deals with input from the supervising relationship manager.
• Assists the 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 communication skills.
• Accurate grammar, typing, and spelling.
• Winning attitude and desire to excel in this highly desirable work environment.
• Able to adjust to a 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.

Benefits

• 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 benefits information at FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits.