Location: Mount Pleasant, SC
Company: First Horizon National
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, mortgage, and title insurance 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. SUMMARY Manages a complex private banking portfolio of individuals with high-net worth using banking strategies, solutions. Provides advice that is customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and
personalized service. Achieves deposit and loan volume goals, approves loans, and sells additional fee based services. KEY RESPONSIBILITES INCLUDE Builds and maintains a product portfolio mix of targeted high value and high value clients; retains current clients and ensures customer satisfaction while growing portfolio with additional product and service offerings to current and potential clients.
Develops new relationships through: Calling on targeted potential clients to uncover prospect needs for products and services. Makes client focused recommends and product solutions. Develops sales plans and strategies to ensure achievement of deposit, loan and fee goals. Finalizes, helps
structure and close deals with a high rate of successful closure. Acts as a financial advisor by: Fully understanding the customers profile, financial status and financial goals to ensure the product and service offerings are in the customer's best interest.
Educating the customer about financial strategies, 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.
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 QUALIFICATIONS INCLUDE 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 5+ years of experience or equivalent combination of education and experience COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite 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 -- /First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook -- /First Horizon Bank Twitter -- /First Horizon Bnk Linked In -- /company/first-horizon-bank Instagram -- /first_horizon You Tube -- /channel/UCEVs5OMj-b0H9Dr5Q209_-Q 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. #JP1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The 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)PDN-99e4649f-d691-4d87-a84e-265888c1f3da
Banking jobs refer to positions within the financial services sector where individuals manage money, credit, and other financial transactions for clients. These roles include investment banking, retail banking, and wealth management among others. Some characteristics of banking jobs are their focus on financial analysis, risk management, customer service, and compliance with regulatory standards. These roles often require strong analytical skills, attention to detail, and a solid understanding of financial markets. Additionally, banking professionals must continuously adapt to evolving financial technologies and regulatory changes.
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
together. We are your perfect company if you value community, integrity, and fun. Our employees enjoy working here because we foster a sense of belonging, our words and actions are rooted in kindness, and our leadership teams interact at every level of the organization.
We know our employees have a choice where they can work, and we are grateful that they choose Southern First. What's in for you: Opportunities for development and advancement Tools and training to help you succeed Supportive environment with a successful, stable organization Recognition for ideas, creativity, and dedication Competitive salary and benefits packageBenefits include: Medical, Dental & Vision insurance, 401K,
Health Savings Account, Flexible Care Spending Account, Dependent Care Spending Account, Critical Illness Benefits, Life & Accident Insurance & Disability Insurance Primary Responsibilities: Job Description Perform standard retail banking responsibilities, such as: safe deposit box services, cash checks, process credit card advances, redeem U.
S. Savings Bonds, issue and sign cashier checks and loan proceeds checks, and accept loan payments and deposits, verifying cash and endorsements, and issue receipts. May include answering and directing incoming client phone calls by discerning the levels of priority as well as escalation of calls to the appropriate team member, as necessary. Research
and verify account information and resolve problems for clients as necessary.
Educate clients on bank services, products, and digital capabilities by developing and maintaining a strong working knowledge of all relevant Bank products and services. Balance transactions at end of day and verify cash totals Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws. Assure full compliance with BSA and Reg CC and all other regulations, policies and procedures. Complete other duties as assigned. Lead Teller Position: Performs all of the above responsibilities, and: May be granted override permissions for teller team transactions and teller systems.
May assist management in developing strategies and processes to exceed client service via the teller line. May be responsible to coach and teach team to deliver exceptional service to clients. May assist management with teller team appraisals and individual teller development plans and career training. May be responsible for Vault Maintenance. ADDITIONAL RESPONSIBILITIES OR DETAILS Perform backup functions such as processing check orders. May assist Client Experience Officer in opening and closing. ESSENTIAL SKILLS, EDUCATION AND EXPERIENCERequired: Cash handling accuracy.
Proficiency in Microsoft Outlook. Ability to effectively communicate while displaying the professional demeanor which is identified with Southern First Bank. Ability to maintain regular consistent and professional attendance, punctuality and professional appearance. Ability to operate computer and other standard office equipment such as a typewriter, 10 key calculator/adding machine, copier, and fax machine. Ability to multi-task while maintaining a rapid response rate for acknowledging clients in person as well as incoming calls. Knowledge of retail banking rules, regulations, policies and procedures.
Successful completion of all training deemed necessary by the Bank. Preferred: High school diploma or equivalent. Banking Experience, ideally on both the teller and platform roles. Experience using bank systems: Horizon XE
Banking jobs refer to employment opportunities within the banking sector, which plays a pivotal role in the financial services industry. These positions range from tellers and customer service representatives to investment bankers and risk analysts. Key characteristics of banking jobs include handling monetary transactions, providing financial advice, managing clients' portfolios, and ensuring regulatory compliance. They often demand strong analytical skills, attention to detail, and a commitment to maintaining customer trust and confidentiality. With the rise of fintech, many banking roles also require adaptability to technological advancements and innovative financial solutions.
