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Trust Account Officer in Knoxville, TN at First Tennessee Bank

Date Posted: 4/16/2019

Job Snapshot

Job Description

This opportunity is within our Knoxville Trust group.

Manages a portfolio of accounts. Generates income through effective control and administration of assigned trusts and estates. Develops new business by marketing new products and services to existing clients and by securing new clients. Handles the moderately complex to complex assignments. Typically requires three to four years of experience.

Develops new business relationships through calling on targeted potential clients; uncovers prospect needs for trust products and services and recommends solutions; develops sales plans and strategies; works closely with other departments and fulfills cross-sell opportunities; finalizes and helps structure and close deals; answers questions.

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.

Requirements 2-4 years experience required; 6-8 years experience preferred

Bachelors Degree required (or equivalent)for consideration; Masters preferred.

Accurate typing, spelling and grammar skills. Proficient with applicable computer software. Good written and oral communication skills. Good organizational and customer service skills. Lending and/or sales experience necessary. Relevant certifications.

Monday - Friday

  • 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