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Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services.
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Consumer & Investment Management Division Operations is responsible for front-to-back operational support to the Goldman Sachs Asset Management, Private Wealth Management and Ayco businesses in service, delivery, and processing functions across the trade and client lifecycle.
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Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
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Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing.
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Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
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Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
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Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending. Contributes to the banking center’s financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
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May manage an assigned client portfolio to handle all consumer banking relationship needs. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
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General knowledge of small business needs, personal deposit and consumer loan products, Wealth Management, Treasury Management, fixed annuities, brokerage products and other bank services.
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Monitor work of designated personnel (consumer/residential) personnel in Loan Operations. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.
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As the Securities Based Lending (SBL) Analyst in Wealth Management Operations you will be designed to handle a high volume of lower risk credit transactions including Loans, Letters of Credit and Derivatives, all fully secured by high quality marketable securities with standard loan documentation.
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Mine existing customers and prospects, working with Commercial, Business Banking, Mortgage, Wealth Management, and Financial Consultants to cross-sell products and services as appropriate.
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When needed consults with and/or makes referrals to product specialists who can assist in meeting specific customer needs such as wealth management, IRA, commercial lending, etc. Relationship Banker I demonstrates a broad understanding of deposit and consumer loan products and services and is able to perform various duties related to the efficient account opening and accurately and efficiently processing customer data.
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Carlyle Global Credit’s Operations team focuses on all Operational activities across the Global Credit Platform, including investment capture, investment funding, treasury management, portfolio compliance, and administrator oversight.
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Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.
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