First Horizon

1 month ago

FHNF Financial Sales Associate - Depository Institutions

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Build and maintain relationships with banks, credit unions, and other depository institutions as a trusted point of contact for balance sheet and liquidity needs. Present fixed income investment opportunities, support sales and servicing of products including Treasuries, agency securities, and municipal bonds, and monitor market trends. Help clients evaluate loan participation and liquidity strategies, maintain CRM pipeline and reporting, and ensure activities comply with banking and securities regulations.

Location: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Entry level

Key Responsibilities

•Develop and maintain client relationships with banks, credit unions, and other depository institutions.
•Serve as a trusted point of contact for institutional clients regarding balance sheet and liquidity needs.
•Present fixed income investment opportunities tailored to clients’ risk profiles, liquidity positions, and earnings goals.
•Support loan participation and liquidity management strategies, coordinating funding solutions and working with internal teams to execute transactions.
•Maintain CRM records and sales reporting, and ensure activities comply with applicable banking and securities regulations and internal policies.

Pay and Benefits

Perks:Health InsuranceDentalVision401kHsaMaternity LeaveMentor Program

Key Requirements

•Bachelor’s degree in finance, economics, business, accounting, or a related field.
•1–3 years of experience in financial services, institutional sales, banking, treasury management, or fixed income.
•Understanding of bank balance sheets, fixed income securities, liquidity management concepts, and interest rate risk/asset-liability management.
•Strong interpersonal, communication, and presentation skills.
•Proficiency in Microsoft Excel, PowerPoint, and CRM platforms; FINRA Series 7 and 63/65 may be preferred or a willingness to obtain is required depending on structure.

Experience:1-3 yearsFinancial servicesInstitutional salesBankingTreasury managementFixed incomeCapital markets

Education:Bachelor's

Skills:Interpersonal skillsCommunicationPresentationAnalytical thinkingSelf-starter

Licenses:FINRA Series 7FINRA Series 63/65

Tech Stack:Microsoft ExcelPowerPointCRM

Company Brief

First Horizon

Provides commercial and consumer banking services, wealth management, and treasury solutions through First Horizon Bank. Serves individuals, businesses, and institutions across the southeastern United States with lending, deposits, and financial advisory products.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Memphis, United States

Founded: 1864

Website LinkedIn

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First Horizon

1 month ago

FHNF Financial Sales Associate - Depository Institutions

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Entry level

Key Responsibilities

•Develop and maintain client relationships with banks, credit unions, and other depository institutions.
•Serve as a trusted point of contact for institutional clients regarding balance sheet and liquidity needs.
•Present fixed income investment opportunities tailored to clients’ risk profiles, liquidity positions, and earnings goals.
•Support loan participation and liquidity management strategies, coordinating funding solutions and working with internal teams to execute transactions.
•Maintain CRM records and sales reporting, and ensure activities comply with applicable banking and securities regulations and internal policies.

Pay and Benefits

Perks:Health InsuranceDentalVision401kHsaMaternity LeaveMentor Program

Key Requirements

•Bachelor’s degree in finance, economics, business, accounting, or a related field.
•1–3 years of experience in financial services, institutional sales, banking, treasury management, or fixed income.
•Understanding of bank balance sheets, fixed income securities, liquidity management concepts, and interest rate risk/asset-liability management.
•Strong interpersonal, communication, and presentation skills.
•Proficiency in Microsoft Excel, PowerPoint, and CRM platforms; FINRA Series 7 and 63/65 may be preferred or a willingness to obtain is required depending on structure.

Experience:1-3 yearsFinancial servicesInstitutional salesBankingTreasury managementFixed incomeCapital markets

Education:Bachelor's

Skills:Interpersonal skillsCommunicationPresentationAnalytical thinkingSelf-starter

Licenses:FINRA Series 7FINRA Series 63/65

Tech Stack:Microsoft ExcelPowerPointCRM

Company Brief

First Horizon

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Memphis, United States

Founded: 1864

Website LinkedIn