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Financial Services Representative – Wolf River in Germantown, TN at First Tennessee Bank

Date Posted: 4/16/2019

Job Snapshot

Job Description

This position will support the Wolf River Financial Center (2055 S. Houston Levee).

Financial Center Hours:
Monday – Thursday; 10:00am – 5:00pm
Friday; 10:00am – 6:00pm
Saturday; 9:00am - 1:00pm

The primary focus of the Financial Services Representative (FSR) is to develop and retain long-term and profitable customer relationships to maximize financial center revenue growth and to do so while maintaining high customer service and procedural standards. FSRs deliver trusted financial advice and high levels of customer value by matching FHN products and services to customer needs and goals. Duties of the FSR include: proactively cross-selling existing customers; managing and coordinating all aspects of the customer’s financial relationship with FHN, including but not limited to financial planning, credit, deposits, small business products, investment and insurance products; partnering with the customer and FHN specialists to identify the customer’s specific financial goals, dreams and needs; delivering personalized product/service recommendations and working with the customer to implement financial plans either directly or by leveraging the appropriate FHN specialists or alternate delivery channels; proactively monitoring ongoing customer needs and market trends; and meet individual sales goals and assist with financial center team goals. FSR has the additional responsibilities of supporting the financial center manager with coaching of other teammates and some non-sales responsibilities. Functions as financial center manager in that individual’s absence.

PLEASE NOTE: As part of the employment process ongoing employment is contingent upon meeting all such requirements. Requirements Bachelor’s degree or equivalent in related experience. 2+ years high performing sales experience demonstrated though sales awards, incentives and recognition. Experience in a financial services environment is a plus. Proven leadership ability, supervising two or more subordinate employees.

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  • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, gender stereo typing, and age. First Tennessee is an EO employer – M/F/Vets/Disabled.
  • Please view Equal Employment Opportunity Posters provided by OFCCP