Private Client Services Consultant in Nashville, TN at First Horizon National Corporation

Date Posted: 2/3/2020

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    511 Union Street
    Nashville, TN
  • Job Type:
  • Experience:
    At least 2 year(s)
  • Date Posted:
    2/3/2020
  • Job ID:
    PRIVA01602

Job Description

The Private Client Services Consultant will assist Private Client Services RM’s in providing financial services to qualified Private Clients as well as relationship management duties, will work under close supervision with focus on developing sales skills and knowledge and will manage smaller client accounts as primary point of contact.

Additional duties will include:

  • Acting as a primary point of contact for sales and service to some existing clients, supporting Private Client Services in growing markets, 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. Assists Relationship Manager with processing consumer loans towards closing, and lines up meeting opportunities with Wealth partners.

  • Assisting 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 develop closer client relationships. Coordinates with internal partners to position Bank products and services.

  • Uncovering 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 in work experience
  • 2 years experience required, 2-4 years preferred.
  • Applicable Investment Licenses – Series 7 / 66
  • 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.

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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)