Specialist jobs at Cadence Bank

Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. To read more about our client offerings visit: Charles Schwab - Investor Services What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 63 license is required (may be obtained under a condition of employment) Notary preferred Minimum 12 months in a client service industry Basic understanding of brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Outstanding written and oral communication skills Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to manage multiple client situations, needs and inquiries simultaneously Need be able to build and maintain good cross enterprise working relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Please share your updated resume - *******************************. CCaaS USCAN Functional Implementation Consultation VISA - Any Visa Except CPT Job description Responsibilities Requirements Gathering oCollaborate with stakeholders to understand business processes customer service workflows and pain points oUnderstand caller profiles and their intentobjectivesneeds when making a call oAnalyze call data and statistics from Avaya system to inform future design oCollaborate with marketing and branding team to understand their key design and messaging considerations oIdentify caller touch points call center chat social media email my GEHCcom mobile app text media blending Solution Design oDemonstrate Genesys capabilities and features along with best practices and use of AI for a modern customer experience oPresent design choices of flows menus and routing logic and help select the most appropriate option oOptimize design and automation to reduce wait times and improve customer experience oPropose functionality to drive self service and reduce need for interaction with a live agent oConsider integrations with CRM and other systems to streamline the process and provide an omnichannel experience Testing and Validation Planning oDefine and document test cases and validation steps oSelect testers and articulate testing expectations oBuild test execution plan and defect tracking process Documentation and training oDocument design and propose a process for keeping the documentation up to date as the system evolves oCreate training material SOPs Knowledge articles for users and functional owners oDefine KPIs and ways to ensure customer satisfaction with the experience Qualifications Official Genesys implementation partner with relevant certifications 5 years Genesys design and implementation experience Experience designing call systems for B2B Prior experience incorporating marketingbrand identity in caller experience Industry experience Proven experience with documentation and training material References of prior implementations US hours availability Skills Mandatory Skills : Genesys Contact-Center,Avaya Collaboration Suite,Cisco Webex,NICE Contact Center

What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our The Reserve at Lake Conroe, located in Willis, TX. Your job will include: Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast paced and team-centered environment. Ability to work weekends on a regular basis. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail oriented. Understand and follow company established policies and procedures. Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required. Benefits:

What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our Winds of St. Armands South community, located in Sarasota, FL. Your job will include: Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company-designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast paced and team-centered environment. Ability to work weekends on a regular basis. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail oriented. Understand and follow company established policies and procedures. Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required. Benefits:

What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute upon creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our Starlight Ranch Mobile Home, located in Orlando, FL. Your job will include: Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast paced and team-centered environment. Ability to work weekends on a regular basis. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail oriented. Understand and follow company established policies and procedures. Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required. Benefits:

What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute upon creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our Coquina Crossing community located in Elkton, FL. Your job will include: Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast paced and team-centered environment. Ability to work weekends on a regular basis. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail oriented. Understand and follow company established policies and procedures. Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required.

What you'll do: This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The role would be working out of our community, Harborview Mobile Manor located in New Port Richey, FL. Your job will include: Selling, processing, and closing homes in accordance with company business plans. Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes. Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites. Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication. Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics. Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up. Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities. Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks. Attending regular rally meetings to review sales and marketing strategies. Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale. Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans. Participating in regional call campaigns and community events. As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales. Experience & skills you need: Strong customer service and sales skills with a proven history of success. Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team. Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals. Ability to work in a fast paced and team-centered environment. Ability to work weekends on a regular basis. Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to problem solve and be detail-oriented. Understand and follow company established policies and procedures. Enjoy collaborating as a team player with a strong work ethic, accepting constructive feedback, and following directions from managers. Committed to self-development of sales, marketing, and technological advancements. Enjoy self-generating sales through outreach and marketing initiatives. Ability to use the Microsoft Office suite of products including Outlook and Excel. You have a valid driver's license and a clean driving record. This is required.

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.)

Greenville, South Carolina, United States of America **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. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

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.

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

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

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.

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

The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients. ESSENTIAL DUTIES AND RESPONSIBILITIES * Open new accounts and ensure complete, accurate documentation is obtained from clients * Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements * Image and index all deposit and client documentation to ensure proper recordkeeping * Perform account maintenance, including adding/removing signers and updating client records * Respond to client inquiries regarding bank products, services, account details, and policies; conduct account research, file and process fraud claims * Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs * Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients * Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues * Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit * Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation * Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients * Assist in generating reports from banking systems and platforms, accurately compiling relevant data in alignment with line of business and reporting needs, if requested * Assist with the preparation of bank materials, such as presentations, reports, client communications, or product information packets to support relationship management and client engagement strategies, if requested * Perform other duties and responsibilities as assigned SUPERVISORY RESPONSIBILITIES No supervisory responsibilities 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: High school diploma or equivalent and 5+ years of experience or equivalent combination of education and experience. COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required 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

The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients. **ESSENTIAL DUTIES AND RESPONSIBILITIES** - Open new accounts and ensure complete, accurate documentation is obtained from clients - Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements - Image and index all deposit and client documentation to ensure proper recordkeeping - Perform account maintenance, including adding/removing signers and updating client records - Respond to client inquiries regarding bank products, services, account details, and policies; conduct account research, file and process fraud claims - Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs - Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients - Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues - Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit - Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation - Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients - Assist in generating reports from banking systems and platforms, accurately compiling relevant data in alignment with line of business and reporting needs, if requested - Assist with the preparation of bank materials, such as presentations, reports, client communications, or product information packets to support relationship management and client engagement strategies, if requested - Perform other duties and responsibilities as assigned **SUPERVISORY RESPONSIBILITIES** No supervisory responsibilities **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: High school diploma or equivalent and 5+ years of experience or equivalent combination of education and experience. **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** None required **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

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.