Trust Relationship Manager at First Horizon National Corporation in Brentwood, TN
ESSENTIAL DUTIES AND RESPONSIBILITIES Provides a substantially reduced amount of assigned group of clients with a high level of service in various Trust (adhering to the trust document and fiduciary responsibility of the trustee) or Investment Management Accounts along with providing administrative support to a Senior Trust Relationship Manager. Responsible 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 Implements calling program in order to retain and expand assigned client relationships Engages in the development of new business by actively participating in professional organizations, community activities, social/ business events, joint calling with bankers, and prospect calling Analyzes non-routine requests and research administrative account issues Performs authorized account transactions in accordance with account documents, laws, regulations and internal procedures Prepares supporting documentation for account administration activity and verifies accuracy of completed transactions Conducts annual account administrative reviews, and participates with portfolio manager regarding the regulatory mandated Reg 9 investment reviews; provides specialized client reports Presents to the Trust Management Committee to provide background, insight and recommendations regarding prospective account opportunities, new assets and fee negotiations Communicates with relationship managers, outside vendors, service partners and other professionals as necessary to formulate solutions to specific client needs Explains the bank's services, level of expectations, and negotiates fees with prospective clients Verifies account computer records to ensure conformance to account documents and client expectations Manages cash flow and notifies portfolio and relationship manager of current or anticipated overdrafts Monitors completion of scheduled events (e.g. relationship reviews, reports, ticklers, etc.) Performs all other duties as assigned SUPERVISORY RESPONSIBILITIES No supervisory responsibilities Assists with directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS 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 Minimum of 4 years of trust administrative support to Senior Trust Relationship Manager along with some direct interaction with client servicing process. Trust interpretation, discretionary distribution process and basic investment knowledge. COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex:
CPA, Series 6 or 7 license, etc) None required
Salary Range:
$80K -- $100K
Minimum Qualification
Banking, Loans & InsuranceEstimated Salary: $20 to $28 per hour based on qualifications.
Bachelor (4-year college) degree Minimum of 4 years of trust administrative support to Senior Trust Relationship Manager along with some direct interaction with client servicing process. Trust interpretation, discretionary distribution process and basic investment knowledge. COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex:
CPA, Series 6 or 7 license, etc) None required
Salary Range:
$80K -- $100K
Minimum Qualification
Banking, Loans & InsuranceEstimated Salary: $20 to $28 per hour based on qualifications.
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