Trust Relationship Manager
First Horizon Bank · Miami, FL · 1 mo ago
Business DevelopmentFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content.
From posting:
- Summary: "Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of assigned duties within the geographical region. Develop new business by marketing new products and services to existing clients and by securing new clients." That's about the role.
- Job Description: more details: "Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients. Contacts prospects to generate appointment activity within assigned geographic area to: Meet with and advises customers or prospects to define customers’ needs concerning trust and estate accounts. Makes appropriate product strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types. Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships. Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship. Facilitates internal and external service coordination to resolve issues and respond to client requests. Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues and provides consultation on financial and wealth management matters. Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s). Performs all other duties as assigned Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements."
That's responsibilities.
- Job Requirements: "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: Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience"
Thus we have Requirements (maybe also Qualifications). The posting mentions "qualifications" but not separate skills. Could combine.
- About Us: description of company. Could be "About the role"? Actually "About Us" is company description, not role. The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we should map content accordingly.
We have:
- About the role: could be the Summary (first paragraph). Or maybe combine Summary and Job Description? But we need sections only when there is real specific content. We'll create:
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content.
From posting:
- Summary: "Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of assigned duties within the geographical region. Develop new business by marketing new products and services to existing clients and by securing new clients." That's about the role.
- Job Description: more details: "Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients. Contacts prospects to generate appointment activity within assigned geographic area to: Meet with and advises customers or prospects to define customers’ needs concerning trust and estate accounts. Makes appropriate product strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types. Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships. Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship. Facilitates internal and external service coordination to resolve issues and respond to client requests. Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues and provides consultation on financial and wealth management matters. Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s). Performs all other duties as assigned Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements."
That's responsibilities.
- Job Requirements: "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: Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience"
Thus we have Requirements (maybe also Qualifications). The posting mentions "qualifications" but not separate skills. Could combine.
- About Us: description of company. Could be "About the role"? Actually "About Us" is company description, not role. The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we should map content accordingly.
We have:
- About the role: could be the Summary (first paragraph). Or maybe combine Summary and Job Description? But we need sections only when there is real specific content. We'll create:
About the role
with the summary paragraph.
Responsibilities
with the Job Description bullet list (we can turn sentences into - items). Need to preserve all substantive info; we can break into list items for each duty.
We need to avoid repeating job title as heading; fine.
Requirements
with the qualification: Bachelor degree and 6-8 years experience.
We could also have Qualifications
maybe same as Requirements; but we should not duplicate. The instruction: prefer few substantive sections over many thin ones. So we can combine Requirements and Qualifications into one section maybe "Requirements". Or we could have both if distinct content. The posting only gives education/experience; no separate skills list. So we can have one section.
Benefits: we have Benefit Highlights list: 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 -- link. So we have specific benefits. So we should include Benefits
with a - list.
Pay: not mentioned. Schedule: not mentioned. So we omit those sections.
Also we have location: "Location: On site at location listed in job posting." That's minor metadata; we can fold into a short
maybe after headings? The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Location is minor metadata; we can include a
at top maybe.
We must remove boilerplate: navigation, legal, EEO, equal-opportunity, scam-warning, duplicated lines, application instructions, Follow Us social media, etc. Also remove "More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits" maybe part of benefits but it's a link; we can keep as part of benefits? It's a link to more info; but it's not a benefit itself. Could include as a
after benefits? Might be considered boilerplate? It's a link to benefits page; maybe keep as part of benefits? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. The link is substantive? It's a reference to more info; could keep as a
after benefits. But it's not a benefit; it's a reference. Might be okay to include as a
after benefits.
Also "About Us" paragraph: we could include as a separate section? Not in allowed headings; but we could fold into About the role? Actually About the role is about the role, not company. The About Us is company description; not requested heading. Could we include as a
after benefits? It's substantive info about employer; maybe we should keep it as a
after benefits, not as a heading. The instruction: use headings only for those sections; other info can be in
. So we can include a
for About Us.
Thus final HTML:
Location: On site at location listed in job posting.
About the role
Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of assigned duties within the geographical region. Develop new business by marketing new products and services to existing clients and by securing new clients.
Responsibilities
- Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients.
- Contacts prospects to generate appointment activity within assigned geographic area to:
- Meet with and advises customers or prospects to define customers’ needs concerning trust and estate accounts.
- Makes appropriate product strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types.
- Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships.
- Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship.
- Facilitates internal and external service coordination to resolve issues and respond to client requests.
- Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues and provides consultation on financial and wealth management matters.
- Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
- Performs all other duties as assigned.
- Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
But note we have nested ul inside li; maybe better to keep top-level li for each responsibility, and the subpoints as separate li under a sub-ul. However the original had "Contacts prospects to generate appointment activity within assigned geographic area to:" then a colon and list. We can treat that as a responsibility with sub-items. We'll keep structure.
Simplify: maybe just list each bullet as a top-level li, ignoring the colon. But we need to preserve all info; we can keep the colon as part of text.
Let's produce:
Responsibilities
- Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients.
- Contacts prospects to generate appointment activity within assigned geographic area to: meet with and advise customers or prospects to define customers’ needs concerning trust and estate accounts; make appropriate product strategy recommendations to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types; work in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships; conduct annual reviews, evaluate changes in financial objectives, and recommend actions which result in retention, strengthening, and growth of the client's relationship; facilitate internal and external service coordination to resolve issues and respond to client requests; monitor client profitability, cross sell marketing plans, risk management, legal and compliance issues and provide consultation on financial and wealth management matters; complete, pass and maintain an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s); perform all other duties as assigned; travel to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
That preserves all info in one li with semicolons. Might be okay.
But we could break into multiple li for readability. The instruction didn't forbid multiple li; we just need to preserve all info. We'll break each duty into separate li.
Thus:
Responsibilities
- Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients.
- Contacts prospects to generate appointment activity within assigned geographic area to meet with and advise customers or prospects to define customers’ needs concerning trust and estate accounts.
- Makes appropriate product strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types.
- Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships.
- Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship.
- Facilitates internal and external service coordination to resolve issues and respond to client requests.
- Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues and provides consultation on financial and wealth management matters.
- Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
- Performs all other duties as assigned.
- Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
That seems fine.
Now Requirements:
Requirements
Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience.
Benefits:
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 information: FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
About Us paragraph:
First Horizon Corporation is a leading regional financial services company, dedicated to helping
Requirements
with the qualification: Bachelor degree and 6-8 years experience. We could also haveQualifications
maybe same as Requirements; but we should not duplicate. The instruction: prefer few substantive sections over many thin ones. So we can combine Requirements and Qualifications into one section maybe "Requirements". Or we could have both if distinct content. The posting only gives education/experience; no separate skills list. So we can have one section. Benefits: we have Benefit Highlights list: 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 -- link. So we have specific benefits. So we should includeBenefits
with a- list.
Pay: not mentioned. Schedule: not mentioned. So we omit those sections.
Also we have location: "Location: On site at location listed in job posting." That's minor metadata; we can fold into a short
maybe after headings? The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Location is minor metadata; we can include a
at top maybe. We must remove boilerplate: navigation, legal, EEO, equal-opportunity, scam-warning, duplicated lines, application instructions, Follow Us social media, etc. Also remove "More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits" maybe part of benefits but it's a link; we can keep as part of benefits? It's a link to more info; but it's not a benefit itself. Could include as a
after benefits? Might be considered boilerplate? It's a link to benefits page; maybe keep as part of benefits? The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. The link is substantive? It's a reference to more info; could keep as a
after benefits. But it's not a benefit; it's a reference. Might be okay to include as a
after benefits. Also "About Us" paragraph: we could include as a separate section? Not in allowed headings; but we could fold into About the role? Actually About the role is about the role, not company. The About Us is company description; not requested heading. Could we include as a
after benefits? It's substantive info about employer; maybe we should keep it as a
after benefits, not as a heading. The instruction: use headings only for those sections; other info can be in
. So we can include a
for About Us. Thus final HTML:
Location: On site at location listed in job posting.
About the role
Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of assigned duties within the geographical region. Develop new business by marketing new products and services to existing clients and by securing new clients.
Responsibilities
- Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients.
- Contacts prospects to generate appointment activity within assigned geographic area to:
- Meet with and advises customers or prospects to define customers’ needs concerning trust and estate accounts.
- Makes appropriate product strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types.
- Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships.
- Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship.
- Facilitates internal and external service coordination to resolve issues and respond to client requests.
- Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues and provides consultation on financial and wealth management matters.
- Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
- Performs all other duties as assigned.
- Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
Responsibilities
- Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients.
- Contacts prospects to generate appointment activity within assigned geographic area to: meet with and advise customers or prospects to define customers’ needs concerning trust and estate accounts; make appropriate product strategy recommendations to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types; work in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships; conduct annual reviews, evaluate changes in financial objectives, and recommend actions which result in retention, strengthening, and growth of the client's relationship; facilitate internal and external service coordination to resolve issues and respond to client requests; monitor client profitability, cross sell marketing plans, risk management, legal and compliance issues and provide consultation on financial and wealth management matters; complete, pass and maintain an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s); perform all other duties as assigned; travel to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
Responsibilities
- Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients.
- Contacts prospects to generate appointment activity within assigned geographic area to meet with and advise customers or prospects to define customers’ needs concerning trust and estate accounts.
- Makes appropriate product strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types.
- Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships.
- Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship.
- Facilitates internal and external service coordination to resolve issues and respond to client requests.
- Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues and provides consultation on financial and wealth management matters.
- Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
- Performs all other duties as assigned.
- Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
Requirements
Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience.
Benefits: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 information: FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
About Us paragraph:First Horizon Corporation is a leading regional financial services company, dedicated to helping