Medical Banking Services Consultant in Nashville, TN at First Tennessee Bank

Date Posted: 5/30/2019

Job Snapshot

Job Description

Duties and Responsibilities:
• Assists Medical Banking Group Leader in providing full-service banking to qualified Medical Banking clients as well as basic administrative duties. Works under close supervision with focus on developing sales skills and knowledge. Will manage smaller client accounts as primary point of contact.

• Acts as a primary point of contact for sales and service to existing clients, supporting Medical Banking Group Leader in the medical market, with a particular emphasis on serving consumer clients early in their wealth cycle. Answers client inquiries about bank products, services, bank accounts and policies; opens new accounts; promotes cross-selling; researches ad corrects account discrepancies. Assists Relationship Manager with processing consumer loans towards closing.

• Assists relationship manager in maintaining a portfolio mix of targeted high value and high potential clients. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Position includes helping Relationship Manager organize client files, calendar, and email to further client relationships. Coordinates with internal partners to position Bank products and services.

• Uncovers prospect needs for products and services and recommends solutions; will have opportunities to help develop sales plans and strategies in future; also will have opportunity in future to help finalize, structure, and close deals with input from supervising relationship manager. In addition will assist relationship manager with client/prospect entertainment opportunities which may occur during evening and/or weekend hours.

Requirements • Bachelor’s Degree or equivalent
• 0-2 years experience required, 2-4 years preferred.
• Good written and oral skills
• Accurate grammar, typing and spelling
• Winning attitude and desire to excel in this highly desirable work environment. Able to adjust to changing work environment.

  • 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