Do you enjoy developing relationships and building trust? The job of our Financial Services Representative (FSR) is to develop and retain long-term and profitable customer relationships by providing personal, high-level customer service. FSRs deliver trusted financial advice and customer value by understanding customer needs and matching our products and services to those needs and goals.
Job Duties of the FSR include:
- Proactively cross-selling products to existing customers while focusing on meeting individual sales goals and assisting with financial center team goals.
- Managing and coordinating all aspects of the customer's financial relationship with First Tennessee, including but not limited to financial planning, credit, deposits, small business products, investment and insurance products.
- Delivering personalized product/service recommendations and working with the customer to implement financial plans.
- Proactively monitoring ongoing customer needs and market trends.
The FSR has the additional responsibilities of supporting the financial center manager with coaching of other teammates and some non-sales responsibilities.