- Truist (Nashville, TN)
- …works in conjunction with goal-based planning tools. + Work closely with the Financial Advisors and PCG Portfolio Management Officer to help the team devise ... job description:** Responsible for the integration and application of financial planning tools and concepts into the.... + Proficiently utilize firm-provided software that enables the officer to create, plan and provide ongoing updates. +… more
- First Horizon Bank (Brentwood, TN)
- …LA; Dallas, TX; Charlotte, NC; Houston, TX **SUMMARY** The Chief Investment Officer is responsible for leadership and oversight of all Investment Committee meetings ... laws. Responsibilities may include interviewing, hiring, and training employees; planning , assigning, and directing work; appraising performance; providing pay… more
- First Horizon Bank (Memphis, TN)
- …at a time. **Summary:** The Specialized Lending ACCOUNT MANAGER I (Loan Closing Officer - LCO) partners with the Relationship Officers, Portfolio Managers and the ... external business partners. + Take a systematic approach to daily work and planning . **Skills:** + Impeccable customer service and customer centric focus. + Strong… more
- First Horizon Bank (Knoxville, TN)
- …+ Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning , investments, insurance, credit, market trends) ... associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout the… more
- First Horizon Bank (Memphis, TN)
- …of general bank operations, proficient understanding of the components of financial planning , deposit products, small business products, investment and ... and either recommend a decision to a senior credit officer or use their own authority to decision the...prepared by the Credit Analyst, conduct in-depth analyses of financial information to form a recommendation of approval or… more
- First Horizon Bank (Nashville, TN)
- …of general bank operations, proficient understanding of the components of financial planning , deposit products, small business products, investment and ... the Loss Mitigation portfolio. **Key Responsibilities** + Conduct in-depth analysis of financial information to form a recommendation of approval or denial of loans… more