Trust Relationship Manager

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. Develops new business by marketing new products and services to existing clients and 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 advise customers or prospects, defining their needs concerning trust and estate accounts.
• Makes appropriate product strategy recommendations to maximize client return while considering the client’s risk tolerance and legal ramifications of different trust account types.
• Works in cooperation with other relationship managers or salespeople to identify and refer prospects, resulting in the establishment of personal trust, life insurance, financial planning, or other financial service relationships.
• Conducts annual reviews, evaluates changes in financial objectives, and recommends actions to retain, strengthen, and grow client relationships.
• 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 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’s degree (4-year college) and 6–8 years of experience or equivalent combination of education and experience.
• Able to perform each essential duty satisfactorily.

About Us

First Horizon Corporation is a leading regional financial services company dedicated to helping 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.

Benefits

• Medical with wellness incentives, dental, and vision coverage.
• HSA with company match.
• Maternity and parental leave.
• Tuition reimbursement.
• Mentor program.
• 401(k) with 6% company match.