Customer Service Representative jobs at 1st Capital Bank

Ascensus is the largest independent retirement and Government Savings services provider in the US, helping millions of Americans save for the future. We are looking for client-focused talent who have service as part of their DNA, rather than just part of a job. We take serving our clients seriously and need individuals who want to learn our business, embrace our core values, and work within a team environment. If you can see every interaction as an opportunity to achieve client satisfaction, we want to talk with you! New/Recent Graduates are encouraged to apply. As part of our Call Center hiring efforts, we're using a video screening process. To learn more and to help prepare for this, click here! The first 4-6 weeks consist of training from 8:00 am to 4:30 pm EST Monday through Friday in office. Note: After training is complete, you remain in the 8am-4:30pm EST shift but will work in a hybrid schedule (Tuesday-Thursday) in office. The Call Center Representative position is responsible for customer service and processing for account-based employee benefit plans within our service center teams. Service center teams are accountable for servicing Flexible Spending Accounts (FSA), 529 Educational Savings accounts, Qualified Plan Retirement accounts and State Sponsored Retirement Program accounts. Associates will handle requests from participants, financial advisors, and plan administrators seeking information or executing requests on specific accounts, products or plans. They are responsible for providing high quality service to all callers using phone, email or chat. Call Center Representatives handle requests provide explanations regarding benefits and plan provisions, review claims information and update account owner contacts using provided processes. The associate provides excellent customer service through phone calls, emails and/or online chat and supports efficient administration of plans and department practices. Essential Functions Movement between service center roles, described above may take place to support business needs and seasonal volume, throughout the year. Training would be provided, prior to any movement to support a new product. The requirements listed are representative of the knowledge, skills, and/or ability required. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Below functions are across all roles. Examine, review, process, calculate and (a) pay claims based on information, plan design, insurance filings, documentation and reports; or (b) administer payments based on plan information and documentation, in a timely manner. Respond to all account owners and participant phone inquiries and requests in a timely and accurate manner. Meet department and individual service levels and quality goals and support department business objectives. Proactively engage participants, anticipate their needs, offer assistance and solutions. Process financial and non-financial transactions timely and accurate. Demonstrate flexibility and team-orientation. Comply with plan document provisions, regulations, guidelines and company procedures. Maintain confidentiality and keep department, client and participant HIPAA compliant. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Required Education and Experience Associates/Bachelors degree or equivalent experience. 2-3 years of call center or customer service experience preferred Ability and proficiency with Microsoft Office and Excel applications, and claims processing or benefit card systems. Ability to handle stressful situations regarding urgent customer needs. Advanced proficiency with Excel and database applications, including formatting and formulas. Computer proficiency is required Excellent listening, verbal and written skills Detail oriented, flexible, and self-motivated Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Now is a great time to join AllianceOne! As a subsidiary of Teleperformance, AllianceOne provides employees the opportunity to be part of a global leader in contact center management, with the benefit of capitalizing on the global presence the company has built throughout the years. Teleperformance creates more value by providing a better customer experience. Job Description: At AllianceOne we pride ourselves on living our corporate values of integrity, respect, professionalism, innovation and commitment. Due to growth in our business we are seeking talented professionals who will help us provide world class service to the consumers we work with and deliver exceptional results for the clients we serve. AllianceOne is a Certified "Great Place to Work"! As a Customer Service Expert, you will be answering inbound calls to assist customers with accounts, toll invoices, technical assistance, and DMV registration holds. Provide excellent customer service to customers by: Quickly and accurately identifying and assessing individual customer needs and taking appropriate action steps to satisfy those needs Projecting patience, empathy, caring and sincerity in voice tone and words Establishing rapport over the phone quickly and remaining positive and upbeat while following client guidelines and all rules and regulations Express thoughts and information clearly and succinctly Communicating unpleasant or negative information in a tactful manner Consistently meet established productivity, schedule adherence, and quality standards Be flexible, adjust quickly, and react positively to change Demonstrate the ability to build and maintain productive working relationships with others and contribute as an effective staff Special projects as required PAY: $18.00 LOCATION: Orlando, FL 32807 HOURS: Monday- Friday 10:45 AM- 7:15 PM + Saturday 8:00 AM- 4:30 PM *In addition to Sunday, you will also have one of the following week days off: Tuesday, Wednesday or Thursday (this will be assigned based upon staffing needs) MANDATORY TRAINING HOURS (1st 2 weeks): Monday- Friday 10:45 AM- 7:15 PM BENEFITS: Our comprehensive benefits include, but are not limited to: Health Insurance (Medical/Dental/Vision), HSA/FSA plans, Generous Paid Time Off package, Optional Daily Pay, EAP, 401k after 90 days and much more! You will be eligible for Health benefits on the first of the month following your hire date, or coincident to your hire date if you were hired on the first of the month. QUALIFICATIONS: Prior customer service experience (high volume call center experience is a plus) Professional verbal and written communication skills Outstanding attendance & work ethic Strong ability to navigate multiple systems while speaking with customers Must be self-motivated, problem solver and use critical thinking Must be proficient in time management Good typing/keyboarding skills (a test will be given) Ability and openness to work professionally with a diverse customer base Works well in team setting A criminal background check and drug test are required Vehicle tag check completed, all toll violations must be paid prior to hire date #ZRPSG If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! AllianceOne is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. AllianceOne is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation please email us at *****************************. Questions? Please review our privacy notice available at the following ****************************** For additional information on AllianceOne visit our website at **********************

Credit Solutions of Lexington, KY is seeking to hire a full-time Customer Service Representative to assist patients in resolving their medical balances so they can focus on the healing process. If you have experience in healthcare billing and finance and want a career where you can actually make a difference, apply today! Customer Service Representatives enjoy a competitive wage plus benefits! Our benefits include paid time off, holiday pay, company-paid life insurance, a 401k plan, health benefits, vision, and dental benefits. Additionally, we offer flexible schedules, multiple opportunities to participate in and support charitable organizations, and monthly employee activities and recognition. ABOUT CREDIT SOLUTIONS Founded in 2003, Credit Solutions provides tailored Extended Business Office (EBO) Solutions as well as a full range of Bad Debt Recovery and Account Resolution service throughout the United States. With a pledge of excellence, we strive to allocate the best resources, giving our talented staff of professionals the best tools in order to achieve the best results for our clientele. What employees say about Credit Solutions: "What I've enjoyed most in working at Credit Solutions, aside from the wonderful team I work with, is I am learning to help someone else change or reevaluate their mindset to overcome their own personal and financial obstacles that otherwise may have remained in their way." - Alicia R. At Credit Solutions, we believe that our employees are our most valuable asset. In fact, we attribute our success as a company on our ability to recruit, hire, and maintain a positive and productive workforce. A happy employee is a productive employee and our benefits reflect how much we care. Additionally, we provide numerous employee appreciation activities and a referral bonus program. Join our dynamic team and find out why our employees voted us the "Best Call Centers to Work For in 2018-2024"! A DAY IN THE LIFE AS A HEALTHCARE CUSTOMER SERVICE REPRESENTATIVE As a Healthcare Customer Service Representative, you are the cornerstone of our organization and the first point of contact for our patients. This is why we give our Customer Service Representatives the training needed to help patients navigate the billing process and resolve their outstanding balances. Over the phone, you actively listen to patients and assist them in resolving their medical balances by negotiating and collecting payments. Your empathetic nature and ability to quickly resolve problems while remaining positive is essential to your success. And, when challenging situations arise, you continue to offer excellent customer service as you resolve their billing issues. The knowledge that you've helped someone in their time of need is truly rewarding and the best part of your job. QUALIFICATIONS High school diploma or equivalent Previous customer service experience Experience in healthcare billing and finance Understanding of HIPAA Ability to learn new software quickly Do you have a desire to help others and make a difference in the community? Are you a team player? Do you have professional communication skills? Can you provide great customer service over the phone? Are you an empathetic active listener? Do you have a positive can-do attitude? If so, you may be perfect for this position! WORK SCHEDULE Our Healthcare Customer Service Representatives enjoy flexibility through three schedule options: M-F 8:00 am - 5:00 pm, 8:30 am - 5:30 pm, and 9:00 am - 6:00 pm. ARE YOU READY TO JOIN OUR TEAM? If you have experience in customer service and healthcare billing and finance and feel that you would be right for this position, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!

Credit Solutions of Lexington, KY is seeking to hire a full-time Bilingual/Spanish speaking Customer Service Representative to assist patients in resolving their medical balances so they can focus on the healing process. If you have experience in healthcare billing and finance and want a career where you can actually make a difference, apply today! Customer Service Representatives enjoy a competitive wage plus benefits! Our benefits include paid time off, holiday pay, company-paid life insurance, a 401k plan, health benefits, vision, and dental benefits. Additionally, we offer flexible schedules, multiple opportunities to participate in and support charitable organizations, and monthly employee activities and recognition. ABOUT CREDIT SOLUTIONS Founded in 2003, Credit Solutions provides tailored Extended Business Office (EBO) Solutions as well as a full range of Bad Debt Recovery and Account Resolution service throughout the United States. With a pledge of excellence, we strive to allocate the best resources, giving our talented staff of professionals the best tools in order to achieve the best results for our clientele. What employees say about Credit Solutions: "What I've enjoyed most in working at Credit Solutions, aside from the wonderful team I work with, is I am learning to help someone else change or reevaluate their mindset to overcome their own personal and financial obstacles that otherwise may have remained in their way." - Alicia R. At Credit Solutions, we believe that our employees are our most valuable asset. In fact, we attribute our success as a company on our ability to recruit, hire, and maintain a positive and productive workforce. A happy employee is a productive employee and our benefits reflect how much we care. Additionally, we provide numerous employee appreciation activities and a referral bonus program. Join our dynamic team and find out why our employees voted us the "Best Call Centers to Work For in 2018-2024"! A DAY IN THE LIFE AS A HEALTHCARE CUSTOMER SERVICE REPRESENTATIVE As a Healthcare Customer Service Representative, you are the cornerstone of our organization and the first point of contact for our patients. This is why we give our Customer Service Representatives the training needed to help patients navigate the billing process and resolve their outstanding balances. Over the phone, you actively listen to patients and assist them in resolving their medical balances by negotiating and collecting payments. Your empathetic nature and ability to quickly resolve problems while remaining positive is essential to your success. And, when challenging situations arise, you continue to offer excellent customer service as you resolve their billing issues. The knowledge that you've helped someone in their time of need is truly rewarding and the best part of your job. QUALIFICATIONS High school diploma or equivalent Previous customer service experience Experience in healthcare billing and finance Understanding of HIPAA Ability to learn new software quickly Do you have a desire to help others and make a difference in the community? Are you a team player? Do you have professional communication skills? Can you provide great customer service over the phone? Are you an empathetic active listener? Do you have a positive can-do attitude? If so, you may be perfect for this position! WORK SCHEDULE Our Healthcare Customer Service Representatives enjoy flexibility through three schedule options: M-F 8:00 am - 5:00 pm, 8:30 am - 5:30 pm, and 9:00 am - 6:00 pm. ARE YOU READY TO JOIN OUR TEAM? If you have experience in customer service and healthcare billing and finance and feel that you would be right for this position, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!

Job Description Bistro Delight in Miami, FL is looking for one call center representative to join our team. Our ideal candidate is a self-starter, ambitious, and hard-working. Responsibilities Take customer calls and provide accurate, satisfactory answers to their queries and concerns De-escalate situations involving dissatisfied customers, offering patient assistance and support Call clients and customers to inform them about the company's new products, services and policies Guide callers through troubleshooting, navigating the company site or using the products or services Review customer or client accounts, providing updates and information about billing, shipping, warranties and other account items Collaborate with other call center professionals to improve customer service Help to train new employees and inform them about the company's customer management policies Qualifications High school diploma or equivalent. More education or experience may be preferred. Exceptional customer service, active listening, and verbal and written communication skills, professional phone voice. Understanding of company products, services, and policies. Proficiency with computers, especially with CRM software, and strong typing skills. Ability to ask prying questions and diffuse tense situations. Strong time management and decision making skills. We are looking forward to hearing from you.

About the Organization: Citizens First Bank, a cornerstone of The Villages community, was founded by the visionary founders of The Villages in 1991. “We are a bank created specifically to fill the needs of our community and to conscientiously and joyously serve our Villagers residents in every possible way.” -Founder Harold Schwartz. Since that time, the vision of the Bank has expanded to build upon our purpose of serving the Villages in every way while sharing our exceptional service and lasting relationships with the people and businesses throughout Lake, Sumter, Marion and Citrus counties. Citizens First Bank: A Five Star Bank where hospitality meets finance. About the Position: Are you a people person with a passion for helping others? Citizens First Bank is seeking a dynamic and compassionate individual to join our customer contact center team as a Part-Time Customer Contact Center Representative. As a Customer Contact Center Representative, you will be the first point of contact for our valued customers, providing exceptional service and support. What you'll do as a Customer Contact Center Representative: Build relationships: Connect with customers on a personal level, understanding their needs and offering tailored solutions. Solve problems: Efficiently resolve customer inquiries and issues, ensuring a positive and seamless experience. Promote products: Educate customers about our diverse range of financial products and services, helping them achieve their financial goals. Embrace technology: Utilize our state-of-the-art systems to provide quick and accurate assistance. For more information on becoming a Customer Contact Center Representative, please see the attached job description. Customer Contact Center Representative Requirements: Minimum: High school diploma or equivalent required, one year in a customer service/retail environment. Must be able to attend work regularly and on time and perform position requirements with little supervision. Must have the ability to assist customers in a professional, positive manner, ability to communicate effectively, ability to be flexible by being able to adjust adeptly to changing priorities, ability to function as a member of a team including participating in team activities and displaying positive behavior. Must have computer skills including working knowledge of Microsoft Office (Outlook, Word and Excel), proficient in keyboarding and use of a calculator and possess good general math and letter composition skills. Must be able to work flexible hours. Preferred: Two years CSR experience in banking or related environment. Completed CFT courses in consumer and mortgage lending Customer Contact Center Representative Benefits: Citizen's First Bank offers an exceptional benefits package for full-time employees including medical dental, vision, short and long-term disability insurance options, 401K, and generous vacation allowance. All employees enjoy an annual calendar recognizing ten federal holidays which may be paid, a high-end hospitality environment with a strong promote-from- within culture, and the satisfaction that comes from serving the community and relationship building. Citizens First Bank is committed to provide equal employment opportunity to all persons regardless of race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, marital status, protected veteran status or disability. In addition to federal law requirements, Citizens First Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the Bank has facilities. Citizens First Bank is proud to be a drug, alcohol, and weapons free workplace. Monday - Friday, 9:00am - 3:00pm

**You could say we're at the center of the center.** Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. **Job Overview** **Position Schedule:** Full-Time This job posting is anticipated to remain open for 30 days, from 26-Nov-2025. The posting may close early due to the volume of applicants. Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients and we need your help launching this new offering and brand, Edward Jones Generations . We're looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. We're creating all-new market locations to help us better reach our clients and we'd love to have you join us here. The Edward Jones Generations team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical role in helping serve our high-net-worth clients. This role works in collaboration with the Generations team and branch teams, overseeing workflow and tasks across all project planning phases. They will provide administrative assistance in client onboarding, coordinate tasks/milestones related to the implementation and execution of a clients financial/investment plan and deliver ongoing proactive support to ensure a seamless and ideal experience for both clients and branch teams. What you will do: + Build and maintain strong and trusting relationships with the branch team and stakeholders across the Firm + Coordinate deliverables and outcomes across each phase of the Generations financial planning process, serving in the capacity of task identification, task tracking, and ownership of the project plan through completion + Expertly organize and complete administrative tasks with accuracy and timeliness, including tasks such as managing client information, scheduling meetings among clients, branch team members and the Generations team with extreme efficiency, and managing the organization of the full suite of processes and tasks included in the Generations experience + Serve as a dedicated connection point between the branch teams and home office departments to triage all questions for each client relationship, maintaining ownership, driving accountability, and effectively collaborating with key stakeholders, to provide an optimal branch and client experience + Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client's experience with Edward Jones + Provide ongoing proactive support through daily monitoring of the high-net-worth client accounts and coordinating with the Generations team to ensure timely and accurate execution of requests + Elevate the client and branch team experience by acting in a concierge capacity, serving as the singular point of contact for each Generations branch team. Anticipate and recognize opportunities to create efficiencies and enhance the overall branch and client experience, in both a proactive and reactive capacity. + In addition to the responsibilities as a dedicated service expert, this role is responsible for differentiating the branch team experience by serving as the singular conduit (organizing and mobilizing) to the full spectrum of home office stakeholders for all branch needs related to the team's respective Edward Jones Generations client relationships. + For Client Concierge specialists based in Generations Hub locations, responsibilities can include expanded real estate engagements, including managing in-office client meetings and customized experiences, supporting the preparation of client meeting agendas and other relevant materials. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **Hiring Minimum:** $61600 **Hiring Maximum:** $101600 Read More About Job Overview **Skills/Requirements** Position Requirements: What Experience You Need: + Bachelor's degree in business or related field or equivalent work experience + 5 + years of experience at a financial services firm preferred + Series 7 and 66 preferred or obtained within 9 months of hire + Insurance license preferred + Advanced industry designations (FPQP, AAMS, CAPM) preferred. + Understanding of a variety of financial products Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. \#LI-HO

This job posting is anticipated to remain open for 30 days, from 26-Nov-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients and we need your help launching this new offering and brand, Edward Jones Generations. We're looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. We're creating all-new market locations to help us better reach our clients and we'd love to have you join us here. The Edward Jones Generations team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical role in helping serve our high-net-worth clients. This role works in collaboration with the Generations team and branch teams, overseeing workflow and tasks across all project planning phases. They will provide administrative assistance in client onboarding, coordinate tasks/milestones related to the implementation and execution of a clients financial/investment plan and deliver ongoing proactive support to ensure a seamless and ideal experience for both clients and branch teams. What you will do: * Build and maintain strong and trusting relationships with the branch team and stakeholders across the Firm * Coordinate deliverables and outcomes across each phase of the Generations financial planning process, serving in the capacity of task identification, task tracking, and ownership of the project plan through completion * Expertly organize and complete administrative tasks with accuracy and timeliness, including tasks such as managing client information, scheduling meetings among clients, branch team members and the Generations team with extreme efficiency, and managing the organization of the full suite of processes and tasks included in the Generations experience * Serve as a dedicated connection point between the branch teams and home office departments to triage all questions for each client relationship, maintaining ownership, driving accountability, and effectively collaborating with key stakeholders, to provide an optimal branch and client experience * Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client's experience with Edward Jones * Provide ongoing proactive support through daily monitoring of the high-net-worth client accounts and coordinating with the Generations team to ensure timely and accurate execution of requests * Elevate the client and branch team experience by acting in a concierge capacity, serving as the singular point of contact for each Generations branch team. Anticipate and recognize opportunities to create efficiencies and enhance the overall branch and client experience, in both a proactive and reactive capacity. * In addition to the responsibilities as a dedicated service expert, this role is responsible for differentiating the branch team experience by serving as the singular conduit (organizing and mobilizing) to the full spectrum of home office stakeholders for all branch needs related to the team's respective Edward Jones Generations client relationships. * For Client Concierge specialists based in Generations Hub locations, responsibilities can include expanded real estate engagements, including managing in-office client meetings and customized experiences, supporting the preparation of client meeting agendas and other relevant materials. Position Requirements: What Experience You Need: * Bachelor's degree in business or related field or equivalent work experience * 5 + years of experience at a financial services firm preferred * Series 7 and 66 preferred or obtained within 9 months of hire * Insurance license preferred * Advanced industry designations (FPQP, AAMS, CAPM) preferred. * Understanding of a variety of financial products At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Job Description CALL CENTER REPRESENTATIVE - ONSITE - MIRAMAR, FLORIDA One year Banking experience Six months Call Center experience Excellent communication skills Bilingual Spanish and English preferred First State Bank of the Florida Keys is a customer-focused bank with a long history of serving, reaching out, and connecting with the community. Founded in 1955 with a single branch in Key West, the Bank has grown and changed, as has the surrounding community, but our core values remain the same. First State Bank of the Florida Keys recognizes that what sets us apart are our people. Here's why you should join First State Bank: Competitive Salary and Hourly Pay Rates Medical, Dental, Vision, Life, Long-Term Disability plans available 401K Retirement Program with employer matching Paid Time Off plus Federal Bank Holidays Profit Sharing Program Tuition Reimbursement Position Summary: The CSR Digital Banking Representative answers the Bank's main switchboard line; and handles customer questions, complaints, and account inquiries with the highest degree of courtesy and professionalism to resolve customer issues with one call resolution. Routine tasks must be completed timely to ensure continuous flow throughout the organization; therefore, the representative must possess the ability to multi-task, work independently, maintain focus, and pay strong attention to detail. To ensure this process flow is consistent, cross training within the Digital Banking Department is essential. Position Responsibilities: Administer daily data processing functions, including new enrollments, electronic file transfers, wire transfers, stop payments, ACH, bill pay drafts, and other related activities, including troubleshooting and technical support. Administer requests for additions, changes, research, and assistance related to Digital Banking transactions and services, automated voice response system, core banking system, and any other products or services managed by the Digital Banking Department. Answer customer/client requests or inquiries concerning services, products, fees, claims, and reports problem areas. Organize and respond to action items and customer communications generated online, as well as customer service and interdepartmental email; prepare customer and interdepartmental communication as needed. Perform general office duties including filing, preparing mailings, and data entry. Provide back-up support to all other unit functions and assist with any related task as requested, needed, or assigned by the specialist/manager. Responsible for improving customer retention through cross-selling of programs and services available to the customer. Strong understanding of the concepts of audit trails and separation of duties. Standard office skills such as: typing with accuracy and reasonable speed, business software applications, including Microsoft Windows, Teams, Outlook, Word and Excel; Fax; Scanner; Photocopier; etc. Sound computer/technical skills including basic troubleshooting; understanding of batch processing; transaction flow in a banking environment; or call center/help desk environment a plus Appetite for continuous learning; resiliency and an affinity for change Performs other related duties and responsibilities as assigned Responsibilities also include other duties as assigned by the supervisor/manager Competencies: Flexible and highly motivated team member Work under pressure in a fast-paced work environment Good communication skills to provide excellent service to our valued customers Bi-lingual is preferred Required Education & Experience: High School Diploma, GED or equivalent One-Two year' customer service experience in a Bank or Credit Union 1-year Customer Service Excellent Verbal and Written Communication with Customers Essential Job Functions: Essential job functions include the employee occupying this position will frequently be required to perform problem resolution; communicate with both internal and external customers and create written documentation. The employee must be able to remain in a stationary position 60 percent of the time; frequently operate a telephone, computer, printer, copier and fax machine; and occasionally move about inside the office to access file cabinets, office machinery, etc. First State Bank of the Florida Keys is an equal opportunity employer which provides equal employment opportunities to all qualified individuals without regard to race, color, religion, gender, age, national origin, citizenship, disability, sexual orientation, marital status or any other basis protected by federal, state or local laws. EOE M/F/V/D Job Posted by ApplicantPro

Our client is seeking a Customer Service Representative to join their Personal Lines team. This is a full-time, in-office position where you'll provide day-to-day customer support while also playing an important role in the company's marketing efforts. The right candidate will bring energy, professionalism, and the ability to thrive in a fast-paced, client-facing environment. This position also offers upward mobility for individuals who are committed to their work and consistently perform at a high level. Responsibilities Manage downloads, policy updates, and general customer service requests Provide responsive, high-quality support to clients across personal lines products Assist with marketing activities, including client-facing events and relationship building Utilize multiple software platforms to manage and update client information efficiently Collaborate with the team to ensure smooth workflow and excellent client experiences Qualifications Minimum 1 year of experience in customer service or marketing experience Strong computer and technical skills; must be comfortable working with multiple systems Ability to balance customer service responsibilities with marketing support High sense of urgency and professionalism in a fast-paced environment Presentable and confident in client-facing settings, including company events Schedule/Location Full-time, in-office role 40-50 hours per week No relocation assistance offered Reports directly to the Personal Lines Manager Compensation Base salary: $40,000 - $50,000 depending on experience Bonus structure available - this role is highly performance-driven, with strong earning potential for individuals who excel in client service and marketing support Opportunity for career growth and upward mobility within the organization Please note that National Mortgage Staffing does not determine the salary, requirements, or qualifications for this role. We are contractually required to follow the criteria set forth by our clients. Thank you for your interest! If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters. Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.

The GREAT STATE TEAM is seeking Remote Bilingual Health Care Customer Service Representatives to join our fast-growing teams! As a Bilingual Health Care Customer Service Representative, you will be handling inbound and outbound calls in a high-tech environment, resolving general questions regarding insurance, financial assistance, and processing payments. This position is challenging but rewarding, fast paced, and in a team environment. **Veterans and Military Spouses Encouraged to Apply** Duties include but are not limited to: Makes and answers calls in the name of the client to resolve billing and payment issues utilizing establish work queues and call pools as necessary Responds to requests for information by patient/account holders in a professional, thorough, explainable manner Acts to gain payment or arrangement of payment on behalf of the client as appropriate Follows client-specific protocols and policies when carrying out duties Investigates and responds to client enquiries as needed Enters and monitors payment arrangements Adhere to all FDCPA, FCRA, HIPPA and other applicable laws Qualifications, Skills, and Experience: 1+ years' experience working in Call Center of Customer Service function where contact with the public was a part of daily duties Knowledge/experience of medical terminology, patient billing, healthcare insurance and/or healthcare administration preferred Ability to work successfully in a fast-paced, deadline-oriented environment Strong organization skills. The ability to work on multiple tasks simultaneously Demonstrates flexibility in scheduling and assignments, to include regular evening and Saturday work as the business requires Ability to work successfully and cooperatively within a team-based environment Bilingual candidates will provide additional support for bilingual calls Internet Requirements: The minimum internet speed requirements for remote work are as follows: Broadband internet connection (No DSL, or Dial Up) Hard wired connection required (no Wi-Fi, Wi-Fi hotspots) Minimum Speed Results: 40 mbps download, 5 mbps upload Camera Requirements: Cameras are required to remain on from the start of training through the end of each scheduled shift, excluding designated breaks and lunch periods. After training is completed, camera use will be required as directed by your supervisor or based on team expectations. Wage: Bilingual Remote: $17.00/hr with a $1.00 increase at 90 days AND the opportunity to earn quarterly performance increases up to an additional $2.00/hr in your first 12 months! Non Bilingual Remote: $15.00/hr with a $1.00 increase at 90 days AND the opportunity to earn quarterly performance increases up to an additional $2.00/hr in your first 12 months! We Offer a Comprehensive Benefits Package: Competitive benefits include Health, Dental, Vision, Life and Disability Insurance, 401K w/employer match, and HSA/Flexible spending accounts Paid time off starting at 90 days and annual profit sharing 7 Paid Holidays - Thanksgiving, Christmas Day, Christmas Eve, New Year's Day, Memorial Day, Fourth of July, and Labor Day Family Friendly Events Wellness Programs/Gym Reimbursement All necessary equipment and technical support provided * Benefits eligibility is dependent upon FTE Status and Position *All offers of employment are contingent upon successful completion of all post offer processing. Your next great career move could be a click away. Apply now! State Collection Service is an Equal Opportunity Employer . All qualified applicants will be considered for employment regardless of age, race, color, creed, religion, sex, sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. By following the link to apply, you are acknowledging that we have permission to contact you via phone, text or email to communicate with you regarding this position.

Job DescriptionDescription: The GREAT STATE TEAM is seeking Remote Bilingual Health Care Customer Service Representatives to join our fast-growing teams! As a Bilingual Health Care Customer Service Representative, you will be handling inbound and outbound calls in a high-tech environment, resolving general questions regarding insurance, financial assistance, and processing payments. This position is challenging but rewarding, fast paced, and in a team environment. **Veterans and Military Spouses Encouraged to Apply** Duties include but are not limited to: Makes and answers calls in the name of the client to resolve billing and payment issues utilizing establish work queues and call pools as necessary Responds to requests for information by patient/account holders in a professional, thorough, explainable manner Acts to gain payment or arrangement of payment on behalf of the client as appropriate Follows client-specific protocols and policies when carrying out duties Investigates and responds to client enquiries as needed Enters and monitors payment arrangements Adhere to all FDCPA, FCRA, HIPPA and other applicable laws Qualifications, Skills, and Experience: 1+ years' experience working in Call Center of Customer Service function where contact with the public was a part of daily duties Knowledge/experience of medical terminology, patient billing, healthcare insurance and/or healthcare administration preferred Ability to work successfully in a fast-paced, deadline-oriented environment Strong organization skills. The ability to work on multiple tasks simultaneously Demonstrates flexibility in scheduling and assignments, to include regular evening and Saturday work as the business requires Ability to work successfully and cooperatively within a team-based environment Bilingual candidates will provide additional support for bilingual calls Internet Requirements: The minimum internet speed requirements for remote work are as follows: Broadband internet connection (No DSL, or Dial Up) Hard wired connection required (no Wi-Fi, Wi-Fi hotspots) Minimum Speed Results: 40 mbps download, 5 mbps upload Camera Requirements: Cameras are required to remain on from the start of training through the end of each scheduled shift, excluding designated breaks and lunch periods. After training is completed, camera use will be required as directed by your supervisor or based on team expectations. Wage: Bilingual Remote: $17.00/hr with a $1.00 increase at 90 days AND the opportunity to earn quarterly performance increases up to an additional $2.00/hr in your first 12 months! Non Bilingual Remote: $15.00/hr with a $1.00 increase at 90 days AND the opportunity to earn quarterly performance increases up to an additional $2.00/hr in your first 12 months! We Offer a Comprehensive Benefits Package: Competitive benefits include Health, Dental, Vision, Life and Disability Insurance, 401K w/employer match, and HSA/Flexible spending accounts Paid time off starting at 90 days and annual profit sharing 7 Paid Holidays - Thanksgiving, Christmas Day, Christmas Eve, New Year's Day, Memorial Day, Fourth of July, and Labor Day Family Friendly Events Wellness Programs/Gym Reimbursement All necessary equipment and technical support provided * Benefits eligibility is dependent upon FTE Status and Position *All offers of employment are contingent upon successful completion of a criminal background check and references. Your next great career move could be a click away. Apply now! State Collection Service is an Equal Opportunity Employer . All qualified applicants will be considered for employment regardless of age, race, color, creed, religion, sex, sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. By following the link to apply, you are acknowledging that we have permission to contact you via phone, text or email to communicate with you regarding this position. Remote workers must be based in the United States and must reside in one of the following states: AZ, NV, ID, MT, OH, TX, OK, KS, LA, AR, MO, IL, IA, MN, WI, MI, IN, KY, TN, MS, AL, GA, FL, NC, SC, PA, MD, NM Requirements:

is located at our Lakewood Ranch location. Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships. Essential Functions: Maintains and balances a cash drawer, performs ATM and assists with end of night balancing. Receives, posts, pays out funds, balances and proofs customer accounts. Opens new accounts for checking, savings, business accounts, IRA, etc. Identifies customer needs and recommends specific products and/or services by use of CNA process. Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing. Maintains and balances cash drawer. Accepts and posts credit card and loan payments and payoffs. Performs account research and problem solving as needed. Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center. Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals. Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner. Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential. Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses. Secondary Functions: Makes tele-consulting as necessary. Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing. Contributes to the team effort by performing other job-related duties as assigned. Requirements: Standards: Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRAs, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. * Embraces the ASK program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms. * Demonstrates proficiency with ERB process through audit of the CNA folders. * Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation. * Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations. Must have completed and passed all mandatory training sessions, classroom, CBT and self-study as scheduled by manager within specified timelines or as classes are available. Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours. Maintains regular attendance and punctuality as evidenced by attendance records. Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation. Physical Demands: TalkingAbility to express or exchange ideas by means of the spoken word. HearingAbility to receive detailed information through oral communication. SeeingAbility to view a computer screen for an extended period of time and/or identify individuals visually. StandingAbility to stand on feet for long periods of time. WalkingAbility to use feet and legs to move from one place to another specifically in narrow/confined spaces. Finger dexterity Ability to work with fingers for handling coins or other small objects and use a keyboard. ReachingAbility to extend hand/arms in any direction to move/handle objects. LiftingAbility to lift and/or move up to 25 pounds. Knowledge, Skills and Abilities: High school diploma or equivalent required. Minimum 1 year customer service or cash handling experience/skills required. Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required. Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required. Able to work a flexible schedule and skills in accuracy, cash handling, and math are required. Basic computer skills and the ability to learn industry-related software are required. An Equal Employment Opportunity Employer/Minorities/Females/Veterans/Disabilities PM19 PIb3d2326a7fca-31181-36630480

Now Hiring: Client Advocacy Specialist - Drive Performance, Maximize Success, and Achieve Big Results! Are you a strategic thinker who thrives on helping others achieve measurable success? We are looking for driven individuals to join us as Client Advocacy Specialist, where you'll mentor, implement growth-driven strategies, and empower individuals to reach new levels of success-both personally and financially. Who We're Looking For: ✅ Goal-oriented professionals who excel in strategic planning and execution ✅ Visionary leaders passionate about mentorship and performance-driven success ✅ Licensed & aspiring Life & Health Insurance Agents (We'll guide you through licensing!) ✅ Individuals eager to help others achieve tangible results while scaling their own success As a Client Advocacy Specialist, you'll train, coach, and create systems that drive high performance, efficiency, and long-term business growth. Is This You? ✔ Passionate about mentorship, leadership, and driving measurable success? ✔ A problem-solver who knows how to develop and execute winning strategies? ✔ Self-motivated, disciplined, and committed to maximizing growth? ✔ Open to coaching, leadership development, and business expansion strategies? ✔ Looking for a recession-proof, scalable career path with unlimited potential? If you answered YES, keep reading! Why Become a Client Advocacy Specialist? 🚀 Work from anywhere - Build a flexible, high-impact career. 💰 Uncapped earning potential - Part-time: $40,000-$60,000+/year | Full-time: $70,000-$150,000+++/year. 📈 No cold calling - Work with individuals who have already requested guidance. ❌ No sales quotas, no pressure, no pushy tactics. 🏆 Leadership & Ownership Opportunities - Develop and scale your own team. 🎯 Daily pay & performance-based bonuses - Direct commissions from top carriers. 🎁 Incentives & rewards - Earn commissions starting at 80% (most carriers) + salary. 🏥 Health benefits available for qualified participants. This isn't just another opportunity-it's a high-impact role designed to drive results, transform careers, and create lasting financial success. 👉 Apply today and take your first step as a Client Advocacy Specialist! (Results may vary. Your success depends on effort, skill, and commitment to learning and execution.)

Hours: 40 Pay Details: $52,000 - $77,480 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support. Depth and Scope: * Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth * Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts) * Handles complex financial transactions where products and services are highly competitive * Is competent using financial planning software * May act as a subject matter expert to Sales Support team * Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents * Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience * Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients * May act as primary contact for client relationships with regards to portfolio information and basic financial planning * May resolve more difficult Client issues, problems, and requests * Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners * Executes in a manner that is compliant with regulations, policies, and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures * Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors * Represents TD Wealth to the public in a professional manner * Is involved in your community and supports TDBG charity and community initiatives * Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles * Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients * Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting * Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area * Completes all applicable specialized training * Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization * Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required * Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas * Keeps others on the team informed about status of account administration, retention, and projects * Completes assigned administrative/Client service tasks within policy and operating procedures * Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction Education and Experience: * Bachelor degree preferred * Internal candidates: 3+ years of experience working with TD's client platforms required * Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire * Knowledge of investments, banking and credit products preferred * A self-starter, ability to work with minimal supervision * Ability to excel at administration and be exceptionally well organized * Demonstrates considerable initiative in providing a high level of organization * Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential * Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role * Demonstrates ability to manage multiple responsibilities and timelines * Proven track record of delivering results and executing with excellence * Excellent written and verbal communication skills * Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Provide assistance to Relationship Managers. **Key Responsibilities Include** + Provide Lending Support to Relationship Managers + Review and Fund Loans + Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues + Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. + Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client's withdrawals on lines of credit + Communicate with clients, attorney's, insurance companies, title companies, and various other professionals + Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC + Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision + Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents + Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision + Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients + Open new accounts and ensure all required documentation is obtained from the client + Process wire requests for clients. + Assist other AAs and other departments with administrative support when needed + Performs all other duties as assigned **Qualifications Include** + High school diploma or GED and 5+ years of experience or equivalent combination of education and experience + Microsoft Office suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems. **Essential Duties and Responsibilities** : - Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned. - Extensive client contact , involved in all activities that align with prospective and existing clients - Performs account maintenance including money transfer requests, address changes, etc. - Serves as liaison and between sales team, compliance, and other business lines throughout the firm - Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures - Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation - May attend client meetings, prospect meeting, and client/marketing events - Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment. - Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support - Fulfill financial advisor requests and resolve service-related issues and inquiries - Process tasks and resolve issues in a timely and accurate manner - Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times - Maintain a focus on continuous improvement and provides feedback on system enhancements - Master technology to ensure it is being used to its full benefit **Qualifications** : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: 1. 0-2 years' experience required; 2-4 years' experience preferred 2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred 4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful 5. FINRA Licenses : Series 7, 66/63 preferred 6. Appropriate State Life & Health Insurance licenses preferred **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook X formerly Twitter LinkedIn Instagram YouTube Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

Provide assistance to Relationship Managers **Key Responsibilities Include** + Provide Lending Support to Relationship Managers + Review and Fund Loans + Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues + Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. + Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client's withdrawals on lines of credit + Communicate with clients, attorney's, insurance companies, title companies, and various other professionals + Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC + Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision + Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents + Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision + Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients + Open new accounts and ensure all required documentation is obtained from the client + Process wire requests for clients. + Performs all other duties as assigned **Qualifications Include** + High school diploma or GED and 5+ years of experience or equivalent combination of education and experience + Microsoft Office suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

Provide assistance to Relationship Managers Key Responsibilities Include * Provide Lending Support to Relationship Managers * Review and Fund Loans * Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues * Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. * Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services * Authorize payment and fees of commercial client overdrafts * Approve and process commercial client's withdrawals on lines of credit * Communicate with clients, attorney's, insurance companies, title companies, and various other professionals * Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC * Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision * Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents * Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision * Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients * Open new accounts and ensure all required documentation is obtained from the client * Process wire requests for clients. * Performs all other duties as assigned Qualifications Include * High school diploma or GED and 5+ years of experience or equivalent combination of education and experience * Microsoft Office suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube