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Financial Center Manager - Ooltewah

Description Financial Center Manager Ooltewah Financial Center (9606 Apison Pike) The primary focus of the Financial Center Manager is to develop and retain long-term and profitable customer relationships, to maximize

Posted on September 24, 2017

Description Financial Center Manager Ooltewah Financial Center (9606 Apison Pike) The primary focus of the Financial Center Manager is to develop and retain long-term and profitable customer relationships, to maximize financial center revenue growth and to manage both the day-to-day and long-term performance of the center and its employees. FC Managers deliver trusted financial advice and high levels of customer value by matching FTN products and services to customer needs and goals. Duties of the FC Manager include: proactively cross-selling existing customers; managing and coordinating all aspects of the customer’s financial relationship with FTN, including but not limited to financial planning, credit, deposits, small business products, investment and insurance products; partnering with the customer and FTN specialists to identify the customer’s specific financial goals, dreams and needs; delivering personalized product/service recommendations and working with the customer to implement financial plans either directly or by leveraging the appropriate FT specialists or alternate delivery channels; proactively monitoring ongoing customer needs and market trends; and meet individual and financial center sales goals; establishing goals and monitoring the performance of the center and individual employees; coaching, motivating and setting a FirstPower example for team members; holding and attending regular center, regional, and metro-wide meetings and disseminating information as appropriate; handling day to day staffing, scheduling and employee issues. Sales Responsibilities 50% Builds and Retains Customer Relationships Leads and builds trusted advisor relationships with current customers through needs identification and appropriate product recommendations using poised, confident communication and presentation. Demonstrates a personal interest in customers’ financial goals. Adjusts conversation and presentation style to customers’ personalities and interests. Demonstrates ability for acquiring and retaining profitable customer relationships. Cultivates long-lasting customer relationships by providing ongoing, proactive service of total customer relationship needs. Migrates all customers to alternative delivery options for routine banking transactions (e.g., Online Banking, Bill Pay, FirstLink, ATM), while still emphasizing the importance of the customer relationship. Meets or exceeds Sales Activity Minimum Expectations for FC Manager and individual sales goals. Owns the neighborhood by getting involved in the community and developing strategic approaches to selling the area that the financial center is in. Develops and maintains a leadership role in the community to further enhance FTN’s image and expand business development. Meets or exceeds Sales Activity Minimum Expectations for Financial Center Managers, as well as individual and financial center sales and customer service goals. Delivers Customer Value/Consultative Selling Identifies customer financial needs using profiling skills and works with customer to develop and achieve financial goals and objectives. Becomes the customer’s trusted advisor for basic banking needs by thoroughly selling and cross-selling traditional banking products (e.g., deposits, credit, debit cards, small business). Becomes the customer’s point person for All Things Financial® by selling the benefits of non-traditional bank products such as Financial Planning, investments, and insurance and then completing a referral to the appropriate specialist teammates. Seeks FTN specialist expertise to supplement product and service recommendations as needed that will deliver greater customer value. Works with specialists to build customer understanding and confidence in recommendations and to close the sale. Introduces the customer to Financial Planning services and builds customer confidence in the process and plan outcomes. Supports Financial Planning teammates and the customer in preparation of the data gathering appointment. Follows up with customers to implement the delivered Financial Plan. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. 10% Teamwork / FirstPower The financial center manager has a teamwork attitude and is committed to the FirstPower philosophy. As the sales leader of the financial center team, the manager should encourage, motivate, and train other team members. Drives and demonstrates ownership in financial center success. 30% Sales Coaching Provides leadership and focus for the financial center. Fosters and manages a sales-oriented environment by providing ongoing performance feedback for employees, generating enthusiasm and participation in all sales campaigns, and by owning the center neighborhood personally and as a team. Manages performance development of team and ensures that employees are rewarded and recognized appropriately. . Meets or exceeds Sales Coaching Activity Minimum Expectations for Financial Center Managers. 10% Non-Sales Responsibilities Oversees all financial center functions including staffing and scheduling. Ensures that all policies and procedures are understood and adhered to by employees. Resolves customer issues with/for employees when manager intervention is deemed necessary. Adheres to all FTN Financial policies and procedures, ensuring financial center efficiency and successful audits. . Meets or exceeds Non-Sales Activity Minimum Expectations for Financial Center Managers Requirements Knowledge, Skills, Abilities and Personal Characteristics Advanced knowledge of First Tennessee Retail Financial Services; Thorough knowledge of financial center operations and fundamental understanding of general bank operations; Proficient understanding of the components of Financial Planning, Deposit products, Credit products, Small Business products, Investment and Insurance products (depending on certification levels), and Alternative Delivery Options Ability to manage others and offer coaching and direction setting related to performance Consistently meets or exceeds individual and financial center sales and customer service goals Ability to disseminate information and guidelines clearly to employees and check for understanding Ability to work independently and collaborate effectively as a team member; Strong follow-up Manages complaints and problems to the satisfaction of customer’s and financial center employees Awareness of financial market trends (e.g., general state of market, rates, consumer concerns) Ability to identify needs and make appropriate recommendations based on customer profiles. Ability to effectively coach and counsel financial center employees, and to recognize the when each is required. Ability to turn service and problems into sales Self-Motivated; Sales goal oriented Excellent verbal (face-to-face and telephone) and written communication skills, interpersonal and relationship building skills; Excellent consultative sales and cross-selling skills; Financial market awareness Financial analysis skills; Proficiency with PC based special applications; Job Qualifications Bachelor’s degree or equivalent in related experience. 2 or more years high performing sales experience demonstrated though sales awards, incentives and recognition. Experience in a financial services environment is a plus. Proven leadership ability, supervising two or more subordinate employees. Willingness to acquire Wealth Management licenses is strongly encouraged and may be required as indicated by market conditions and competitive environment. Leads and Builds Customer Relationships: * Builds personal relationships with customers by being attentive to their personal lives and interests and by relating to their personalities, preferences, emotions and financial dreams * Takes a conversational approach in balancing personal rapport building and qualitative and quantitative data gathering to identify customer financial priorities and objectives * Guides customer interactions by setting meeting agendas and leading the conversation to remain focused on maximizing time with customer to match products and services with customer needs * Demonstrates knowledge, confidence and enthusiasm for FTN products, services and specialists in all interactions with existing and prospective customers * Proactively cross-sells customer relationships through telephone contacts, customer referrals, networking, building relationships in the community and in reactive sales situations. * Obtains the customer’s preferred contact information (i.e., home or work numbers, email address) for efficient follow-up questions as needed * Accepts ultimate responsibility for the quality of the deal and customer relationship Trusted Advisor/Personal Impact: * Proactively and systematically educates customers about financial strategies and FT products and services (e.g., Financial Planning, Deposits, Investments, Insurance, Credit, Small Business) based on customer needs * Communicates in an honest and straightforward manner with the customer * Builds customer awareness of personal experience, certifications and licensing, FTN support team and focus on delivering customer value * Attentively listens to customer questions and concerns to identify level of financial knowledge and customer priorities * Draws from experience, completed financial plans and specialist support to appeal to the customer’s life stage, financial knowledge level and priorities for effective customer communication * Delivers on customer commitments * Respects the confidentiality of the customer relationship Financial Analysis, Planning & Judgement: * Analyzes customer’s financial information and credit worthiness and reviews financial plan recommendations to identify customer needs and opportunities for creating customer value * Identifies relationship success factors while creating picture of customer, their financial relationships and needs * Engages customers in problem-solving and creating their own profile and financial plan * Partners with Financial Planning teammates to efficiently deliver a high quality financial plan to the customer Customer Value Delivery: * Manages own sales activities by setting goals, identifying targets, checking progress and maintaining efforts to sell, upsell, and cross-sell to the customer’s needs * Demonstrates effective presentation skills in discussing financial plan recommendations and matching FTN products and services to customer needs * Takes a positive and tactful, honest approach to discuss the customer’s financial gaps and goals outlined in the financial plan in terms of opportunities that can be supported by FTN products and services * Continuously seeks customer understanding, agreement and commitment (verbals and non-verbals) regarding the product and service recommendations and redirects approach as needed to close the sale * Demonstrates knowledge of FT products and services and customer needs by coordinating the appropriate FT specialists to build customer value with cross-selling efforts * Builds confidence in the customer regarding the expertise of FTN specialists, the value of product and service recommendations and the ability of FTN to help him/her achieve financial goals * Works to seek additional market, customer and FTN knowledge that supports delivering added customer value Financial Center Portfolio Optimization: * Demonstrates knowledge of the profitability of FT products through consultative sales actions and results * Demonstrates understanding of the loyalty and profitability link by actively working to build customer value and retain profitable customer relationships * Uses creative problem solving in customizing products, features and combinations to deliver personalized service without sacrificing profitability * Reviews customer accounts, portfolio reports and market information to identify sales opportunities and drive revenue Team Player/Business Partner: * Shares and seeks information from internal business partners to leverage FTN specialists in servicing and cross-selling based on customer needs * Develops cooperative relationships with Financial Center teammates and other FTN team members to keep current on internal trends, policies, procedures, goals and efforts and delivery customer value * Actively listens to FTN team members’ concerns about customer issues * Seeks out coaches and mentors to use as a resource in helping serve and sell to customer needs * Serves as a coach to others by sharing lessons learned and best practices to help teammates and specialists serve and sell to customer needs #LI-SL1 *Requisition Number:* 17-0948 *Post Date:* 9/1/2017 *Title:* Financial Center Manager - Ooltewah *Part Time?:* No *City:* Ooltewah *State:* TN

Assurance Services Senior - Financial Services - Insurance

EY Chattanooga ,TN

Our Financial Services Organization is a unique, industry-focused practice, and the only one of its kind within a Big 4 firm — and Insurance

Posted on September 25, 2017

<span id="requisitionDescriptionInterface.ID1585.row1" class="text" title=""><div>Our Financial Services Organization is a unique, industry-focused practice, and the only one of its kind within a Big 4 firm — and Insurance is a key sector within this area. With strong functional capabilities, industry-leading technology and a varied range of knowledge, our clients look to us for assurance services they can rely on every time. And as an Audit Senior, you’ll be at the heart of that goal, personally visiting high-profile clients on site to understand their unique needs and build your reputation as a trusted business advisor.</div><div><strong>The opportunity</strong></div><div>This is an area that has seen substantial investment, focused on technology, knowledge and development for assurance professionals. You’ll see that reflected in your career, with plenty of opportunities to take on new responsibilities. That could mean developing a deep professional knowledge base in one area, or diversifying to audit in other markets such as wealth and asset management, banking, private equity and capital markets.</div><div><strong>Your key responsibilities</strong></div><div>You’re likely to balance your time between managing a team of assurance professionals across a portfolio of projects, and personally engaging with our clients. It’s the perfect role if you’re looking to diversify your professional management skills and experiences, all while further developing your leadership skills.</div><div><strong>Skills and attributes for success</strong></div><ul><li>Performing complex and specific audit procedures, while developing effective, client-focused audit strategies</li><li>Coaching and managing a driven team of audit professional, facilitating them to have the information, tools and opportunities they need to grow</li><li>Proactively building relationships that support our ability to provide tailored services that meet a wide range of assurance needs and contribute to new business development</li><li>Identifying and reacting to potential risks and developing new ways to improve our products and processes that promote growth and increase revenue</li><li>Continually updating your understanding of business trends and emerging technologies to maintain your reputation as a trusted business advisor</li></ul><div><strong>To qualify for the role you must have</strong></div><ul><li>A bachelor’s degree in Accounting, Business or Finance, supported by approximately 3 years of work experience as an auditor</li><li>A record of excellence in serving clients across the insurance industry</li><li>A CPA certification in the work state location</li><li>Engagement management, execution and reporting skills, and the ability to build relationships with clients with a diverse range of backgrounds</li><li>Confidence in your ability to prioritize when managing multiple project simultaneously</li></ul><div><strong>Ideally you’ll have</strong></div><ul><li>A firm understanding of engagement economics</li><li>A proven ability to build a network of contacts and mutual business relationships</li></ul><div><strong>What we look for</strong></div><div>We’re interested in leaders who are creative and agile thinkers, with a genuine interest in improving our audit capabilities. You’ll also need to be a capable communicator both in the boardroom and across your team. If you have the technical and personal skills to understand our clients and provide excellent services every time, this role is for you.</div><div><strong>What working at EY offers</strong></div><div>We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:</div><ul><li>Support, coaching and feedback from some of the most engaging colleagues in the industry</li><li>Opportunities to develop new skills and progress in your career</li><li>The freedom and flexibility to handle your role in a way that’s right for you</li></ul><div><strong>About EY</strong></div><div>As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.</div><div><strong>If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.</strong></div><div><strong>Make your mark</strong><strong>. Apply now. </strong></div><div>EY, an equal employment opportunity employer (Females/Minorities/Protected Veterans/Disabled), values the diversity of our workforce and the knowledge of our people.</div></span>

Insurance And Financial Services Agent

State Farm Chattanooga ,TN

Khakis And Red Polo Shirt Not RequiredState Farm Agent - Assigned Business or New Business Start-Up OpportunityBe your own boss while being a leader in your community. Being a State Farm agent allows you to grow

Posted on September 25, 2017

Khakis And Red Polo Shirt Not RequiredState Farm Agent - Assigned Business or New Business Start-Up Opportunity<br/><br/>Be your own boss while being a leader in your community. Being a State Farm agent allows you to grow yourself and your business. You have the luxury of helping others and building relationships while building your community. Successful State Farm agents come from all backgrounds. Choose a career you can't outgrow; it means a career where your life, your work, your values, and your goals can be in sync.<br/><br/>We look for people who:<br/><br/>* Want to make a difference in people's lives<br/>* Are looking for a calling<br/>* Want a life of significance, not just a job<br/>* Have entrepreneurial spirit and the desire to take control over one's time and financial future<br/><br/>Seeking Candidates with:<br/><br/>* A fearless attitude toward prospecting new customers, networking and building relationships<br/>* Ability to organize, operate and assume the risk of running a business with a focus on marketing and customer service<br/>* Drive for achievement and financial rewards<br/>* Strong ethics<br/>* Proven success driving business results (not limited to insurance or financial services)<br/>* Strong track record of professional success, ideally in external sales, business ownership management roles<br/>* A strong presence in the local community<br/>* Financial stability<br/><br/>Here are 10 reasons why you WILL want to explore becoming a State Farm agent:<br/><br/>* Opportunity to run your own business<br/>* Ability to lead and develop your own team<br/>* Worldwide travel incentives<br/>* National marketing and advertising support<br/>* Wide range of insurance, financial services and banking products<br/>* Paid training program with State Farm benefits<br/>* Hands-on field development experience with an established agent and continued support<br/>* Among the industry's most attractive incentive and rewards programs<br/>* An opportunity that allows you control over your time<br/>* Signing bonuses<br/><br/>State Farm® is an equal opportunity employer.<br/><br/> BACH_a33d1a StartUp and have and National a life Strong<img src="http://www.jobg8.com/Tracking.aspx?oODchMWubj6qXE2aQDbX7Ay" width="0" height="0" />

Insurance And Financial Services Agent

State Farm Chattanooga ,TN

Khakis And Red Polo Shirt Not RequiredState Farm Agent - Assigned Business or New Business Start-Up Opportunity Be your own boss while being a leader in your community. Being a State Farm agent allows you to grow yourself

Posted on September 25, 2017

Financial Advisor Development Program

Bank Of America Chattanooga ,TN

Job Description: Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9

Posted on September 24, 2017

**Job Description:** Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 10,869 Financial Advisors and $1.9 trillion in client balances as of December 31, 2015, Merrill Lynch is among the largest businesses of its kind in the world. Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill Lynch’s financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their needs — an advisor with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America. Merrill Lynch Wealth Management is part of Bank of America Corporation. The Practice Management Development (PMD) Associate role is a 43 month development program for professionals who wish to build a wealth management business and become a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoing commitment to the growth and progress of our Merrill Lynch Financial Advisors. PMD offers new advisors the most professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon their knowledge of these topics throughout the duration of the program, while focusing on developing client relationships. With the assistance of mentors and managers, our PMD Associates will learn to develop a pipeline of affluent clients, identify client needs, develop relationships with existing and prospective clients, review investment goals, prepare investment recommendations that align with client goals, and the business management skills needed to operate an optimal practice model. The Practice Management Development Associate engages in: + Developing a book of business in order to meet and exceed the required performance hurdles + Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering the full resources of Bank of America and Merrill Lynch to the client, and delivering highly customized solutions to meet client needs + Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences + Balancing investment management, sales activities, customer service, new client development, administrative, compliance and personal growth and development according to both a day-to-day and longer-term plan + Planning and managing resources (time, people, budget) to run an optimal practice + Seeking the expertise of specialists, where appropriate, to identify, banking, lending, planning and investment solutions for a client + Establishing and maintaining relationship with the management team and informing them of any circumstances that require supervisory attention/review/approval per compliance guidelines and policies + Completing required training, obtaining industry licenses (Series 7 & 66), mastering assessments, maintaining continuing education requirements and meeting minimum performance standards Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. If your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Legal authorization to work in the US now and in the future without sponsorship is required. The Practice Management Development Associate receives: + A base salary through the full 43 months in the PMD program along with bonus potential. Upon completion of the PMD program, the candidate will be compensated in accordance with the Financial Advisor Incentive Compensation Plan. + The strength and name recognition of Merrill Lynch and Bank of America + World class investment, sales, and business management training throughout their career + Cutting edge Technology and industry leading platform to leverage for success + Access to a full array of investment and banking solutions for your clients + Mentors and Managers located within your local office to work with you towards your success + PMD Curriculum that includes CFP course work, wealth management curriculum, licensing and essential skills training from Managers and Mentors The Practice Management Development program is designed for professionals who are ready to make a career transition and follow their passion of becoming a Financial Advisor. **Candidate Qualifications** **:** **Experience** Candidates for this role will have a history of high achievement demonstrated by a proven record of rapid advancement in exceeding goals and outperforming peers. The _ideal candidate_ has applicable sales experience or has worked in a professional or entrepreneurial setting. **Success Skills and Attributes** The _ideal candidate_ will bring to the role a broad network of contacts and relationships along with the ability to develop a strong sales pipeline through prospecting, telemarketing and relationship building skills. Other success attributes candidates possess are: + Ability to influence people + Entrepreneurial and self motivated to succeed + Perseverance and resilience + Confident and engaging presence + Concise, inspiring communication + Client focus mentality + High professional standards and integrity **Education/Licenses** The _ideal candidate_ will have at minimum a Bachelors degree. The following licenses/designations are preferred: + Series 7 and 66 licensed - The PMD curriculum assists candidates from outside the wealth management industry to prepare for and complete licensing requirements for both + Chartered Financial Analyst (CFA) + Certified Financial Planner (CFP) **Posting Date** : 08/29/2017 **Location** : US-AL-Florence, US-AL-Huntsville, US-GA-Gainesville, US-GA-Rome, US-TN-Chattanooga, US-TN-Johnson City, US-TN-Morristown, US-TN-Knoxville **Travel** : Yes, 5% of the time **Full / Part-time** : Full time **Hours Per Week** : 37.5 **Shift** : 1st shift **Assistance for Applicants with Disabilities** Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities . **Diversity & Inclusion** At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. **Frequently Asked Questions** Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at http://careers.bankofamerica.com/us/faq section for answers to these questions and more.

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