Trust Relationship Manager

Location: On site at location listed in job posting.
Summary: Manages a portfolio of moderately complex to complex
trusts, estate accounts and sales efforts while generating income
through effective control and administration of assigned duties
within the geographical region. Develop new business by marketing
new products and services to existing clients and by securing new
clients. Job Description: 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. Job Requirements: To perform this job
successfully, an individual must be able to perform each essential
duty satisfactorily. Additionally, the qualifications listed below
are representative of the knowledge, skills, and/or abilities
required in this position: Bachelor (4-year college) degree and 6-8
years of experience or equivalent combination of education and
experience About Us First Horizon Corporation is a leading regional
financial services company, dedicated to helping our clients,
communities and associates unlock their full potential with capital
and counsel. 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, and mortgage banking
services. First Horizon has been recognized as one of the nation's
best employers by Fortune and Forbes magazines and a Top 10 Most
Reputable U.S. Bank. More information is available at
www.FirstHorizon.com . Benefit Highlights • Medical with wellness
incentives, dental, and vision • HSA with company match • Maternity
and parental leave • Tuition reimbursement • Mentor program •
401(k) with 6% match • More --
FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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