Experience Inc. Jobs

Description

Location: On site, 345 South Jefferson Ave, Cookeville, TN

Summary

Provides full-service banking to high-net-worth individuals. Manages the basic to moderately complex accounts.

Key Responsibilities Include

• Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.

• Cross-sells retail and trust services such as credit cards, personal trusts, and investment, financial, and estate planning services.

• Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.

• Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value.

• Builds and maintains a portfolio mix of targeted high value and high potential clients.

• Performs all other duties as assigned

Qualifications Include

• Bachelor (4-year college) degree

• 6-8 years of experience or an equivalent combination of education and experience

• Experience with Microsoft Outlook, Word, and Excel

• As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

About Us

First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately 7,300 associates and 418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. 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.

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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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.

Follow Us

Facebook (https://www.facebook.com/FirstHorizonBank)

X formerly Twitter

LinkedIn (http://www.linkedin.com/company/first-horizon-bank)

Instagram

YouTube (https://www.youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q)

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)