- 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)
- …location listed in job posting **Summary:** The Commercial Treasury Management Sales Officer Sr. primary function is to perform all aspects of business development ... required, both written and verbal + Strong attention to detail and good planning and organization skills + Seize opportunities without direction + Proficient in… more
- First Horizon Bank (Nashville, 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 (Brentwood, 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