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Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter. 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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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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The assistant manager - branch banking is responsible for the overall operational efficiency and soundness of assigned branch and proactively partners with the Branch Relationship Manager in leading a branch team to achieve service, sales, profitability and operational excellence in accordance with the Heritage Bank Mission, Vision, and Values.
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Work with other team members, including credit, legal, relationship managers, middle office, operations, and senior management (both locally and overseas) to ensure the timely and accurate information gathering and analysis.
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Strong knowledge of core Banking Operations software (i.e. FIS Base 2000, JHA Core & Passport, FIS EZ Card and EZ Business, LoansPQ, Visa VCF, nCino etc.) The Enterprise Banking Services (EBS) Card Operating Systems Administration Manager is accountable for the development, management, implementation, and research & resolution operating framework responsible for delivering core origination and support services for the Banks' Credit and Debit card programs, with a strong emphasis on Credit Card processing.
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The successful Private Client Senior Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
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The successful Private Client Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
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Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer.
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Ability to troubleshoot smartphones, tablets, PCs and to assist members with online banking/mobile banking with completion of TDECU training. Utilizes systems to be well-informed about the Member’s current relationship with TDECU.
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The Private Client Wealth Advisor delivers advice through financial planning and then offers appropriate wealth management and banking solutions to clients. Extensive and meaningful activity and communication with clients and their advisors (CPAs, estate planning attorney.
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The RSR assists in business unit’s compliance with all regulatory requirements and Bank policies and procedures, including those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act, as applicable.
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Qualifications and Education RequirementsHigh School diploma or GED EquivalentMinimum one year relationship-based client consultation and/or consultative sales experienceMinimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lendingCurrently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Commercial Relationship Managers are the client-facing key to our core business of commercial banking. You'll nurture banking relationships with high revenue generating organizations to help them achieve mutually beneficial business goals and strengthen our communities.
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The Private Wealth High New Worth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services to clients.
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