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 clients 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 clients 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:

1. 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 nations best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at .

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
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Required Experience:

Manager