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Financial Services Representative - Shelby Square in Memphis, TN at First Tennessee Bank

Date Posted: 3/28/2019

Job Snapshot

Job Description

Shelby Square Financial Center is located at 7080 Shelby Drive, Memphis TN 38125

Financial Center Hours:
Monday - Thursday; 8:30AM - 4:00PM
Friday; 8:30AM - 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. The 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.

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. Willingness to acquire Wealth Management licenses is strongly encouraged and may be required as indicated by market conditions and competitive environment. Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that individual will operate honestly, fairly, and efficiently.

  • 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