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Trust Relationship Manager, Palm Beach

Company: First Horizon Bank
Location: Palm Beach
Posted on: March 11, 2023

Job Description:

Job Description:

About UsFirst Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, 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, mortgage, and title insurance 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.\n Summary\n Develops and maintains new and existing accounts in accordance with governing documents, regulations and client expectations. Regularly interfaces on a professional and credible basis with high net worth and entrepreneurial prospects, clients, attorneys, CPA's, investment professionals, and bankers to ascertain their ever developing needs, sources, service solutions, and expands relationships. Incumbent may be responsible for handling account relationships that typically generate aggregate fee income in the $250,000 to $1 million range.\n Essential Duties and Responsibilities\n\nResponsible for meeting quantitative sales goals, acquiring knowledge needed to make appropriate recommendations to clients, identifying opportunities for cross-selling and account additions. Refers financial planning opportunities to appropriate personnel.\nImplements calling program in order to retain and expand assigned client relationships\nEngages in the development of new business by actively participating in professional organizations, community activities, social/business events, joint calling with bankers, and prospect calling\nAnalyzes non-routine requests and research administrative account issues\nPerforms authorized account transactions in accordance with account documents, laws, regulations and internal procedures\nPrepares supporting documentation for account administration activity and verifies accuracy of completed transactions\nConducts annual administrative reviews, and participates with portfolio manager regarding the regulatory mandated Reg 9 investment reviews; provides specialized client reports\nPresents to the Trust Management Committee to provide background, insight and recommendations regarding prospective account opportunities, new assets and fee negotiations.\nCommunicates with relationship managers, outside vendors, service partners and other professionals as necessary to formulate solutions to specific client needs\nExplains the bank's services, level of expectations, and negotiates fees with prospective clients\nVerifies account computer records to ensure conformance to account documents and client expectations\nManages cash flow and notifies portfolio and relationship manager of current or anticipated overdrafts\nMonitors completion of scheduled events (e.g. relationship reviews, reports, ticklers, etc)\nPerforms all other duties as assigned.\n\n Qualifications\n 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.\n Bachelor (4-year college) degree and at least 10 years of experience or equivalent combination of education and experience.\n 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 --\n Follow UsFacebook -- -- -- -- --\n Corporate Diversity Commitment:We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do\n Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Keywords: First Horizon Bank, Palm Beach , Trust Relationship Manager, Palm Beach, Executive , Palm Beach, Florida

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