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 The Wealth Management Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge
and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.
This role can be filled in Raleigh, Miami or Coral Gables location. ESSENTIAL DUTIES AND RESPONSIBILITIES Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.
Extensive client contact , involved in all activities that align with prospective and existing clients Performs account maintenance including money transfer requests, address changes, etc.
Serves as liaison and between sales team, compliance, and other business lines throughout the firm Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation May attend client meetings, prospect meeting, and client/marketing events Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.
Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support Fulfill financial advisor requests and resolve service-related issues and inquiries Process tasks and resolve issues in a timely and accurate manner Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times Maintain a focus on continuous improvement and provides feedback on system enhancements Master technology to ensure it is being used to its full benefit.
QUALIFICATIONSTo 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. 0-2 years' experience required; 2-4 years' experience preferred2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & Power Point required, experience with Docu Sign preferred4.
Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful5. FINRA Licenses : Series 7, 66/63 preferred6. Appropriate State Life & Health Insurance licenses preferred 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_-QCorporate 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. Equal 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-9ae1de60-5ecb-4e65-a8ac-2b0971f007ef
through in-branch interactions as well as phone conversations. Key Responsibilities / Essential Functions Attracts and retains customer relationships by delivering customer service both in person and by phone, identifying customer needs and suggesting appropriate products and services to solidify and enhance relationships.
Serves as primary customer contact for transaction processing, new account opening and account maintenance requests. Handles transactions at the teller line and moves to a lobby workstation for customer conversations and new account opening, creating a central location for the customer’s financial needs. Receives checks and cash for deposits to accounts, verifies amounts,
examines checks for proper endorsement, enters deposits into computer records, and places holds on accounts for uncollected funds. Performs other functions as assigned to the Sales and Service Associate and Sales and Service Associate II positions.
Provides a complete range of customer services including wire transfers, explains bank product and service features and benefits, gathers customer information to set up new consumer and business accounts, and processes updates or to provide maintenance on existing accounts. Serves as an IRA specialist for opening new IRAs, processing contributions and distributions. Participates in retail sales, service and product training meetings, branch
huddles, and other meetings as scheduled, and assists and facilitates branch adherence to operations and audits.
Directly promotes and offers solutions for all retail bank products and services, including checking, savings, money market, certificates of deposit, debit card, online/mobile banking, and consumer loans, including HELOC loans. Promotes and introduces other financial institution products and services to customers and makes appropriate referrals, including mortgage referrals, investment services, and treasury management services. Job Requirements Education: High school diploma or equivalent required. Required: 5+ years of public contact or sales experience.
Experience in SSA position or equivalent at another financial institution. Above average PC and technology skills, and ability to use applicable software and operation branch automation systems. Familiarity with all federal and state banking regulations pertaining to lending and consumer finance, including fair lending laws, the Bank Secrecy Act, and the US Patriot Act. Thorough knowledge of the Teller system and all applicable system applications, basic and complex consumer account opening and maintenance activities, all transaction processing functions performed at teller window, and processing wire transfers.
Sales/Service skills - knowledge of bank products and services, sufficient to identify and fill customer and prospect needs, conduct sales/service dialogue with customers and prospects both in-person and by phone, and/or refer quality business. Stay abreast of all changes in policies and procedures related to retail and consumer lending products. Excellent verbal and written communications skills, ability to resolve customer concerns/issues in a positive manner, and high attention to detail. Successful completion of in-house training programs or other approved or assigned training programs for new accounts function within one year of accepting position.
Actively learns, demonstrates, and fosters the Home Trust corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Team and goal-oriented style – works cooperatively to attain branch and individual sales and service goals within bank standards and guidelines. Ability/desire to gain credibility as a knowledgeable financial problem solver. Ability to understand and use bank policies and procedures to ensure operational efficiency and regulatory compliance.
Ability to work with limited or no direct supervision. Must be organized and possess an aptitude for basic math. Ability to think and act independently within guidelines and limitations of bank policy and assigned personal authority. Proficient in Microsoft Office products. Preferred: Associate degree in relevant field. About Home Trust Bank Home Trust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia.
Learn more at. Apply today to take your first steps towards joining this talented population of employees within a growing organization. Work Environment, Physical Requirement s The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Home Trust Bank promotes an equal employment opportunity workplace which includes reasonable accommodation of qualified applicants and employees. This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.
Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. Physical activity requiring reaching, sifting, lifting up to 25 lbs. finger dexterity, grasping, feeling, repetitive motions, talking and hearing are required. The employee will frequently communicate and must be able to exchange accurate information with others. The employee may need to move around their office to attend meetings and to access files, machinery or other job-related tools.
DISCLAIMER: Home Trust Bank is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. Home Trust Bank values and promotes diversity and inclusion in every aspect of our business and at every level within the company. We recruit, hire, and promote employees based on their individual ability and experience and in accordance with Affirmative Action and Equal Employment Opportunity laws and regulations.
Our policy is that we do not discriminate on the basis of race, color, gender, national origin, religion, age, interactionual orientation, gender identity, gender expression, genetic information, physical or mental disability, pregnancy, marital status, status as a protected veteran, or any other status protected by federal, state, or local law. Equal 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)For more details: jobs-search. org/finance_raleigh-c442069/sales-and-service-associate-iii-raleigh_i1960106745
plus top brands like Nike, New Era, Adidas, and Mitchell & Ness. We currently operate 1,200+ locations domestically and 50+ internationally, including specialty concept stores for the NBA, NHL, Paris Saint-Germain, and numerous MLB teams. In recent years, Lids has built partnerships with iconic global brands including Marvel, Playboy, and the Harlem Globetrotters, and gained ambassadors like Justin Jefferson, Quavo, and Josephine Skriver – creating a community for both sports fans and fashion lovers.
The company is currently expanding with the goal of becoming the largest licensed brick-and-mortar sports retailer across the globe. General Position Summary Oversee all functions of the
LIDS Sports Group stores and associates within a given geographic area to include DRIVING sales, controlling expenses with emphasis on developing store associates through training and accountability.
Principle Duties and Responsibilities DRIVE Sales Consistently ensure maximum sales results through effective store visits. Create a selling culture, through review of training on selling techniques with all associates, and consistent feedback and documentation of results. To hold store associates accountable to meet or exceed Company sales standards. Ensure adherence to the guidelines in the Brand Visual guide, including proper merchandising, signage and store cleanliness, in all stores
supervised. Prepare and/or review periodic reports to maximize sales, identify trends, and minimize loss.
Performs work of subordinates, as needed. Must be able to perform essential functions of all store positions. Partner with associates at all levels of the company to achieve goals of district and region. Control Expenses Protect Company assets within guidelines of all policies. Consistently ensure responsibility in expense control through effective store visits. Review and edit store work schedules to provide for proper store coverage at all times, within the guidelines for wage control set by the Company. Take appropriate action to ensure that asset losses are minimized and budgetary requirements are met.
Perform proper documentation and record keeping per the Operations P&P Manual while complying with all state and federal laws, including validation of cash management and completion of Store Visit Reports. Research store discrepancies and analyze reports. Respond to all store level issues in a timely manner. Partner with associates at all levels of the company to achieve goals of district and region. Associate Development Manage store associates through impactful store visits, use of Training Programs, goal setting (for sales and tasks), and regular follow up, in accordance with policies, procedures and applicable laws.
Take an active role in the development of the Store Manager, including administering the Training Program as well as ongoing training to prepare associates for the next level. Provide consistent, documented appraisal of store’s performance and work to give feedback on areas of strength and opportunity while keeping in line with Company objectives. Actively recruit within the market to build a strong bench of candidates and a solid succession plan. Develop Store Managers in the skills of recruiting and training to continually strengthen the talents and results in the market.
Administer the progressive steps of discipline to include verbal and written warnings. In addition, the Store Manager carries out employment terminations following approval from the Regional Director and Human Resources. Communicate consistently to ensure compliance of all store associates established company policies, procedures and guidelines including, but not limited to, safekeeping of company inventory, funds and property. Job Required Knowledge & Skills Four year degree in business or a related field and one year relevant experience or; two year degree in a related field and at least two years of relevant experience or; three years of relevant experience.
Established ability to produce sales results, while minimizing loss. Proven aptitude to perform independently with minimal supervision. Proven supervisory skills, with capacity to deliver training material and backss retention. Strong interpersonal skills and the ability to communicate verbally in a clear, audible, and professional manner. Ability to operate a computer, as well as maneuver relative software programs. Ability to work varying days and hours, based on business needs, and maintain an excellent attendance record.
Possess a valid driver’s license, certificate of auto insurance coverage, and the ability to drive an automobile. Extensive travel (up to 90%) in a given geographic area. Driving required for up to 100% of the daily work schedule. Standing required for up to 90% of the work time. Ability and willingness to travel overnight for training and/or business meetings. Reports To Regional Director #LI-LS1
Sales & Business Development jobs are roles focused on increasing revenue and expanding market presence for a company. Professionals in these positions strategize to attract new clients, negotiate deals, and cultivate partnerships. They require strong communication skills, a customer-oriented approach, and the ability to analyze market trends and sales data. Key characteristics include persistence, persuasive skills, and an in-depth understanding of the product or service being offered. Whether working in B2B or B2C contexts, these jobs are essential for the growth and long-term success of businesses.
Sales & Business Development jobs focus on driving revenue growth, expanding market share, and forging strong relationships with clients and partners. These roles often involve identifying new business opportunities, developing sales strategies, negotiating contracts, and managing customer accounts. Key characteristics include strong communication skills, a results-driven mindset, and the ability to analyze market trends to identify potential leads. These professionals must be adept at both initiating new client engagements and nurturing existing ones to ensure long-term business success.
Sales & Business Development jobs are roles focused on increasing revenue and expanding market presence for a company. Professionals in these positions strategize to attract new clients, negotiate deals, and cultivate partnerships. They require strong communication skills, a customer-oriented approach, and the ability to analyze market trends and sales data. Key characteristics include persistence, persuasive skills, and an in-depth understanding of the product or service being offered. Whether working in B2B or B2C contexts, these jobs are essential for the growth and long-term success of businesses.
Sales & Business Development jobs are roles focused on driving business growth through customer acquisition, building market strategies, and fostering long-term client relationships. Key characteristics of these positions include strong communication skills, strategic thinking, and a proactive approach to identifying and capitalizing on new business opportunities. Individuals in these roles often work closely with marketing, product management, and customer service teams to ensure cohesive efforts towards the company's revenue targets.
Sales & Business Development jobs are roles focused on driving business growth through customer acquisition, building market strategies, and fostering long-term client relationships. Key characteristics of these positions include strong communication skills, strategic thinking, and a proactive approach to identifying and capitalizing on new business opportunities. Individuals in these roles often work closely with marketing, product management, and customer service teams to ensure cohesive efforts towards the company's revenue targets.
Sales & Business Development jobs are roles focused on driving business growth by identifying new sales leads, promoting products or services, and building relationships with potential clients. Sales professionals often engage in direct contact with customers, negotiating deals, and closing sales. Meanwhile, Business Development personnel work on strategic partnerships, market research, and new market entry strategies. Both roles require strong communication skills, a results-driven mindset, and the ability to adapt to fast-paced environments. Their success is typically measured by achieved sales targets and the establishment of long-term business growth opportunities.
Sales & Business Development jobs are roles focused on driving business growth by identifying new sales leads, promoting products or services, and building relationships with potential clients. Sales professionals often engage in direct contact with customers, negotiating deals, and closing sales. Meanwhile, Business Development personnel work on strategic partnerships, market research, and new market entry strategies. Both roles require strong communication skills, a results-driven mindset, and the ability to adapt to fast-paced environments. Their success is typically measured by achieved sales targets and the establishment of long-term business growth opportunities.
Sales & Business Development jobs involve strategies, tasks, and processes aiming at attracting new clients and penetrating existing markets to drive revenue growth. Professionals in this field focus on relationship-building, understanding customer needs, identifying business opportunities, and negotiating deals. They frequently collaborate with marketing, customer service, and management, and require skills such as communication, persuasion, strategic planning, and market analysis. These roles are critical for company expansion and often come with performance-based incentives, making them dynamic and results-oriented careers.
Sales & Business Development jobs involve roles focused on generating revenue, creating business strategies, and fostering relationships with customers and partners. Professionals in this field aim to identify new sales leads, negotiate deals, and drive sustainable financial growth. Characteristics of these positions include strong communication skills, a knack for persuasion, the ability to thrive in a target-driven environment, and a deep understanding of market trends. These roles often serve as the bridge between a company's products or services and its marketplace, requiring a combination of strategic vision and practical execution abilities.
Sales & Business Development jobs are roles focused on driving business growth by identifying new opportunities, creating customer relationships, and closing deals. These positions often involve market research, networking, and strategy implementation. Key characteristics include strong communication skills, a knack for negotiation, a results-driven mindset, and the ability to work under pressure. Sales roles typically focus on direct revenue generation, while business development emphasizes creating long-term value through partnerships, market expansion, and product development.
Sales & Business Development jobs are roles focused on driving business growth by identifying new opportunities, creating customer relationships, and closing deals. These positions often involve market research, networking, and strategy implementation. Key characteristics include strong communication skills, a knack for negotiation, a results-driven mindset, and the ability to work under pressure. Sales roles typically focus on direct revenue generation, while business development emphasizes creating long-term value through partnerships, market expansion, and product development.
Sales & Business Development jobs are roles focused on driving business growth by identifying new opportunities, creating customer relationships, and closing deals. These positions often involve market research, networking, and strategy implementation. Key characteristics include strong communication skills, a knack for negotiation, a results-driven mindset, and the ability to work under pressure. Sales roles typically focus on direct revenue generation, while business development emphasizes creating long-term value through partnerships, market expansion, and product development.
