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First Horizon Bank · 1 day ago

Trust Relationship Manager

Chattanooga, TN

Full-time

Onsite

Senior Level

6+ years exp

First Horizon Bank is a leading regional financial services company dedicated to helping clients unlock their full potential. The Trust Relationship Manager will manage a portfolio of trusts and estate accounts while developing new business and maintaining client relationships through effective administration and marketing efforts.

BankingFinanceFinancial ServicesRisk Management

Responsibilities

Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients

Contacts prospects to generate appointment activity within assigned geographic area to:

Meet with and advises customers or prospects to define customers’ needs concerning trust and estate accounts

Makes appropriate product strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types

Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships

Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship

Facilitates internal and external service coordination to resolve issues and respond to client requests

Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues and provides consultation on financial and wealth management matters

Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s)

Performs all other duties as assigned

Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements