Customer service representative jobs in Kannapolis, NC

Graham Personnel Services is seeking a Client Services Representative with strong project management experience to support a Sales Team and maintain client relationships. The ideal candidate can work independently while also collaborating effectively with team members. This role focuses on coordinating client accounts, ensuring accurate communication with operations, and supporting the continued growth of clients. This is a direct hire opportunity with a pay rate of $50-60K Responsibilities: Serve as the main contact for assigned client accounts Maintain and control documentation from the Sales department, including Customer Specification Documents Handle administrative details for new projects Support client services on project-based work, troubleshooting, record-keeping, and process improvement Perform other duties as assigned by supervisor or manager Qualifications: Bachelor's degree preferred Proficient in Microsoft Office Minimum 1 year of experience in client management; 2+ years preferred Strong project management skills required Ability to work independently and collaboratively Skills: Strong communication and organizational skills Detail-oriented with ability to manage multiple tasks Ability to collaborate across teams to support client needs

Why Join Howden US? At Howden, we're not just building a business- We're rewriting the rules of what a global insurance broker can be. And now, it's your turn to be part of something extraordinary. From three people and a dog to over 22,000 employees across 56 countries, we've grown into a $4bn revenue powerhouse with bold ambition: to become a $13bn business with 40,000 people by 2030. We're launching our US retail platform with the same entrepreneurial spirit that's driven our success worldwide- and we're looking for trailblazers to help shape the future. Why Howden? You'll Own It With 6,000 employee shareholders owning 34% of the company, our unique ownership model means you're not just joining a team-you're building a business you truly own. You'll Be Empowered We're a destination for talent where people are trusted to look after their clients and grow together. You'll have the freedom to lead, backed by global scale and local expertise. You'll Be Part of Something Bigger Our integrated platform spans broking, reinsurance, and MGA capabilities-giving you access to everything you need to deliver for clients and build something remarkable We have always been employee-owned and driven by entrepreneurial spirit. Right from the beginning, we've focused on employing talented individuals and empowering them to make a real difference to the company, whilst building successful and fulfilling careers at the same time. Simply put, we hire talented specialists and give them what they need to make a difference for clients. Always have, always will. What is the role? The Client Service Representative plays a critical role in supporting the end-to-end client lifecycle-from onboarding through renewal and ongoing service. This role partners closely with Account Executives and Account Representatives to ensure timely, accurate, and compliant delivery of client documentation and service requests. You will serve as the operational backbone of the client team, coordinating with carriers, accounting, and internal service teams to ensure seamless execution and an exceptional client experience. The Client Service Representative combines strong attention to detail with proactive communication and problem-solving skills to maintain client satisfaction and operational excellence. What will you be doing? Client Onboarding & Data Management Collect and organize client data to support onboarding, renewals, and program changes. Maintain accurate records in internal systems, ensuring data integrity and audit readiness. Assist in setting up new client accounts, verifying information, and coordinating across teams for a smooth onboarding experience. Placement & Renewal Support Prepare renewal materials, marketing submissions, and side-by-side coverage comparisons to support placement activities. Coordinate with clients and carriers to gather, validate, and reconcile exposure data and program details. Track key renewal milestones and ensure timely completion of all deliverables. Proposal & Binding Develop draft client proposals, including financing options, coverage summaries, and supporting documentation. Facilitate the binding process by coordinating with carriers and ensuring all program details are accurately captured in systems. Verify accuracy of binders, endorsements, and policy confirmations before delivery to clients. Billing & Accounting Coordination Partner with accounting teams to manage invoices, allocations, and fee agreements. Ensure compliance with internal controls and regulatory requirements, including surplus lines tax filings. Investigate and resolve billing discrepancies promptly, maintaining clear communication with clients and internal stakeholders. Policy Issuance & Documentation Deliver policies, certificates of insurance (COIs), and Auto ID cards to clients accurately and on time. Review endorsements, renewals, and policy documents for completeness and accuracy. Maintain organized documentation in line with audit, compliance, and data standards. Ongoing Client Service Support mid-term adjustments and policy changes, ensuring timely confirmation and documentation to clients. Conduct audit checks and assist with ad hoc client reporting or analysis as requested. Respond promptly to client inquiries, providing clear, professional, and solution-oriented communication. Key Skills & Competencies Client Focus: Committed to delivering timely, accurate, and high-quality service. Organizational Skills: Able to manage multiple deliverables and priorities with attention to detail. Communication: Strong written and verbal communication for collaborating across clients, carriers, and internal teams. Problem-Solving: Skilled at identifying issues and resolving them efficiently and diplomatically. Technical Proficiency: Comfortable working in insurance management systems (Epic, AMS360, or similar) and Microsoft Office tools. Team Collaboration: Works effectively as part of a client service team, demonstrating reliability and initiative. Qualifications Bachelor's degree in Business, Insurance, or a related field; or equivalent work experience. 2+ years of experience in insurance operations, client servicing, or administrative support preferred. Familiarity with Certificates of Insurance, policy documentation, and billing procedures a plus. Strong organizational and communication skills with a client-service orientation. Proficiency in Microsoft Office Suite (Excel, Word, Outlook) Experience with insurance agency management systems (Epic, CSR24, AMS360, or similar) preferred. What do we offer in return? A career that you define. Our business succeeds by allowing our people to make a mark in the areas they care about most: personal development, volunteering, and fundraising for charity, or creating new insurance products that address society's greatest challenges. And we know that separate home and work lives don't really exist. If you're happy and healthy at home, you're more likely to be happy and fulfilled at work - and vice versa. That's why we do our best to support our people in every aspect of their lives. Diversity and Inclusion At Howden we value diversity - there is no one Howden ‘personality type'. Instead, we're looking for individuals who share the same values as us: Our successes have all come from someone brave enough to try something new We support each other, in the small everyday moments and the bigger challenges We are determined to make a positive difference, at work and beyond We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect - regardless of age, disability, race, religion or belief, gender, sexual orientation, marital status, or family circumstances. Our sustainability promise We're on a life-long journey to become an ever-more sustainable group. It's a commitment to taking care of our people and the world we live in, to doing good business, and to making a positive impact wherever we can. Our governance processes, company policies, and review systems are all geared towards our goal of making a positive impact in the world. You can read more about our sustainability work here.

LHH is seeking a detail-oriented professional for a contract B2B Customer Support Specialist job in Rock Hill, SC. This role focuses on ensuring smooth order processing, resolving client inquiries, and supporting sales and marketing initiatives. The ideal candidate thrives in a fast-paced environment and values collaboration, accuracy, and proactive problem-solving. Responsibilities Manage incoming customer requests and process orders through internal systems. Address issues related to shipments, billing adjustments, and product returns. Provide guidance on product selection and specifications for multiple tool brands. Maintain accurate records in CRM and ERP platforms while monitoring order status. Partner with sales and marketing teams to assist with promotional activities and customer engagement. Identify opportunities to streamline workflows and improve service efficiency. Communicate effectively with internal teams and external partners to ensure timely resolutions. Qualifications 2+ years of experience in business to business customer service or order management within a manufacturing or distribution industry. SAP ERP experience preferred Salesforce CRM experience preferred Strong organizational skills and ability to manage multiple priorities. Proficient in Microsoft Office applications. Excellent verbal and written communication skills. Ability to work independently while contributing to a team-oriented environment.

CPI Security, a leader in the security and automation solutions industry, is looking for a Customer Retention Specialist to join our growing team at our headquarters in Charlotte, NC! We are more than “just a security company,” and we offer more than “just a job.” CPI's mission is to protect our customers while providing world-class service and peace of mind. That's not something you can bottle up and sell - it's a feeling and a comfort our customers are guaranteed by our Customer Retention Specialists. What You'll Do: Provide fantastic customer service focused on dispute resolution and overcoming challenges Build value in the CPI brand to drive long term relationships with customers as a leading competitor in Security and Home Automation industry. Provide solutions-based approaches to retain customers who are considering service cancellation. Champion the customer care process, which includes, troubleshooting technical issues, answer questions or concerns regarding systems or services. Problem solve as you quickly identify the root cause of customer issues, pinpoint strategies to eliminate those issues, and work with customer to retain them. Consistently improve retention rates and achieve retention goals. Handle each call with empathy, compassion, and professionalism to ensure excellent customer service. What We're Looking For: Upbeat personality and a fun, positive attitude 1-2 years previous customer retention experience Strong customer service and people skills Ability to consistently meet and exceed performance targets Coachability with a desire to grow professionally Ability to work a flexible schedule, including weekends Experience with CRM system such as SalesForce is a plus, but not required Exceptional sales skills are a plus, particularly with strong upselling and closing abilities What's In It For You: $50,000 to $80,000 Annual Compensation Base hourly rate with tiered commission structure, performance based, training and quarterly bonus Higher shift pay for working nights and weekends Great medical, dental, vision, 401(k) with company matching, short- & long-term disability and life insurance options. Company paid holidays, floating holiday, and PTO Free monitored security system after 90 days. Engaging and fun company culture that's made up of a diverse group of people Talk about perks! An on-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness Director

Job Details FORT MILL Corporate Site - FORT MILL, SC Fully RemoteDescription Customer Experience Consultant CULTURE SNAPSHOT Broad River Retail is an organization of integrity, diversity and culture working together for the purpose of ‘ Furnishing Life's Best Memories' . At Broad River, we call all our employees “Memory Makers.” We do this because we know everyone that works for our Company has the power to make positive memories not only for our Guests, but also for their families, co-workers, and communities. We take pride in training and developing our teams so that they can provide a premier customer experience to every Guest. Our Memory Makers are the driving force that has led us to being the largest and fastest growing Ashley licensee in the U.S. and landing us on the Top Places to Work list two years in a row in our industry. AT A GLANCE Broad River Retail is currently seeking a Customer Experience Consultants (CXC) to join our Customer Experience Team in Fort Mill or Four Oaks. The position is responsible for resolving highly visible and sensitive customer issues along with case managing escalations received via phone, chat, or written communication. Candidates must have a positive ‘can do' attitude with a sense of urgency to provide results. DAY IN THE LIFE AS THIS MEMORY MAKER Demonstrate enthusiastic support of corporate purpose, vision, mission, and core values. Fully embrace the Broad River Core Value of Customer Satisfaction Take ownership and effectively manage multiple escalated cases through resolution Clearly communicate problem resolution and next steps to customers and internal business partners, in both verbal and written form Handle highly escalated situations with grace, professionalism, and positivity Utilize internal and external resources to implement innovative ways to resolve customer concerns Resolve product or service issues by identifying the root cause Maintain a balance between company policy and customer benefit while handling escalated issues via transfer from the Retail Team or Customer Experience Team or written correspondence from external sources Actively achieve or exceed established performance metrics as defined by management Provide case summaries, analysis, and recommendations to Senior Leadership Develop and maintains positive, service-oriented relationships with other departments and retail stores Assists management with other projects, reports, and assignments as needed Follow defined process and policy standards across the department WORKPLACE ENVIRONMENT: While performing the duties of this job the employee is: Remote role to include virtual training Onsite team meetings Employees must arrange an appropriate workspace that ensures their productivity. Must be able to participate in virtual meetings, on-camera, and calls with minimal distraction Physical requirements such as extended periods of sitting, standing, and moving In accordance with the Americans with Disabilities Act (ADA), reasonable accommodations may be made to empower individuals with disabilities to undertake the essential duties and responsibilities of the position. MEMORY MAKER PERKS & BENEFITS: Medical, dental, vision, and life insurance options Paid time off and 401K matching contribution Employee discount (40%) at BRR locations Internal Opportunities for career growth and advancement OUR COMMITMENT TO YOU: Broad River Retail is committed to creating a place where everyone feels respected, valued, and able to reach their full potential. Regardless of race, gender, religion, sexual orientation, age, disability, or if you're parenting the next generation of Memory Makers, we firmly believe our work is at its best when everyone feels free to be their most authentic self. Qualifications WHAT YOU'LL NEED TO SUCCEED 3 or more years' experience preferred in a high-volume call center or similar environment Ability to effectively read, write and speak English to communicate with customers Possess outstanding written and verbal communication skills, including proper pronunciation, grammar, and a consistently courteous and professional tone of voice Strong cognitive skills required; including the ability to learn quickly, handle multiple complex tasks simultaneously and be highly productive without needing much supervision Possess excellent administrative and organizational skills with a high degree of attention to detail Possess strong proficiency with Microsoft Office products - specifically Word, Excel, and PowerPoint Ability to quickly learn and adapt to multiple computer applications Possess quick, decisive, and strong, effective decision-making abilities with purpose and accountability Results-driven and focused on team performance Ability to manage multiple priorities with tight deadlines and work independently Ability to identify both potential problems and opportunities, make recommendations, and initiate appropriate action Enjoy a fast-paced contact center environment with the ability to work a 40+ hour work week, including nights and weekends Professional, driven, positive, resilient, and achievement focused Excellent time-management skills Strong interpersonal and communication skills: a great listener and negotiator

Job DescriptionSalary: Customer Retention Specialist | Ripple Fiber Join Our Team as a Customer Retention Specialist! Do you have a passion for turning customer challenges into success stories? Ripple Fiber is seeking an energetic and empathetic Customer Retention Specialist to join our growing team. In this role, youll be the voice of reassurance and problem-solving for customers restoring confidence, preventing cancellations, and ensuring every experience with Ripple Fiber leaves a lasting positive impression. If you thrive in fast-paced environments, excel at building trust, and enjoy transforming tough conversations into wins, we want to meet you! About Ripple Fiber Our mission is to provide access to the best internet for life, while bridging the digital divide, using advanced technology aimed at improving peoples lives. Our technology has proven successful in other countries around the world and has provided ease of access to more opportunities from an education, entertainment, and employment perspective. We have achieved the above by providing faster, more stable fiber internet connection, providing each user with their own bandwidth without needing to share with anyone else. Simply put, the capacity of fiber is a lot faster than copper and is the internet of the future. Our aim is to provide this internet access to over 3 million homes over the next 7 years, across various states. About our Culture We are a dynamic fast-growing, fast-paced, innovative company filled with ambitious, self-starters with entrepreneurial mindsets. We are people centric and place emphasis on employee experience, career growth and development. About the Role As a Customer Retention Specialist, youll play a pivotal role in preserving customer relationships and driving long-term satisfaction. Youll serve as both advocate and problem-solver, ensuring every customer interaction reinforces Ripple Fibers promise of reliability, empathy, and excellence. Responsibilities: Handle inbound and outbound calls with customers experiencing service concerns, installation issues, or expressing intent to cancel. Use active listening and discovery to understand customer pain points and offer personalized solutions or retention incentives that rebuild trust and loyalty. Collaborate cross-functionally with Sales, Field Operations, and Billing teams to resolve escalations swiftly and accurately. Communicate with empathy, professionalism, and confidence, ensuring customers feel heard and valued. Present tailored retention offers and troubleshoots technical or process issues that could impact customer satisfaction. Accurately document all customer interactions, follow-ups, and resolutions in internal systems. Track and manage follow-up commitments within established SLAs to ensure issues are closed with care and urgency. Maintain a comprehensive understanding of Ripple Fibers products, coverage, and customer journey to provide expert guidance. Consistently meet or exceed individual and team performance goals for retention, customer satisfaction, and resolution efficiency. Qualifications & Requirements: High school diploma or equivalent required. Minimum of 2 years of retention experience. Strong problem-solving and negotiation skills with a customer-first mindset. Strong verbal communication, negotiation, and problem-solving skills. Demonstrated ability to manage competing priorities and stay composed under pressure. Empathetic, customer-first mindset with a passion for resolving issues effectively. Proficiency in CRM tools and documentation practices. Bilingual fluency is a plus. What We Offer Competitive base pay with performance-based incentives. Comprehensive benefits package, including medical, dental, vision, and 401(k). Opportunities for advancement within a rapidly expanding organization. Ongoing professional development and training programs. A collaborative, inclusive culture that values innovation and integrity. Ready to Make Every Customer Count? If youre ready to play a key role in keeping customers connected and satisfied, apply today! Submit your resume and cover letter to join Ripple Fibers mission of delivering world-class internet with a personal touch. Ripple Fiber is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Ripple Fiber is committed to providing veteran employment opportunities to our service men and women.

Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You'll build your own business & develop a book of business, lead a team, and scale your income based on performance. No cold calls. No chasing. You'll work warm, qualified clients who've already requested help. What you'll do Master our systems and product suite to deliver first-class client experiences. Follow up with warm leads and prior client inquiries (we provide high-quality leads). Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth. Manage your client communication and relationship lifecycle. Build a personal brand and scale your book - recruit and lead a team when ready. Hit performance goals to unlock promotions, leadership roles, and revenue-share opportunities. Maintain licensing, contracting, and compliance for your market. Attend weekly virtual training and leadership development. Who you are You want to build and own something - not just collect a paycheck. Entrepreneurial mindset: you plan, execute, iterate, and refuse to be average. Strong communicator - phone and video-first comfort. Organized, self-motivated, and tech-savvy. Preferably 2+ years in sales, service, or business ownership - but grit and results matter more. Requirements Reliable phone, data, and Wi-Fi. Must pass background check and carrier contracting. Active Life & Health license, or willingness to get licensed (we'll help you in 7-10 days). Compensation & growth Uncapped commission structure + performance bonuses and incentives. Clear path to leadership / territory ownership / revenue-share for top performers. Many of our highest-performing partners create a significant, scalable income by building teams and recurring revenue streams. 100% Commission Perks Remote, flexible schedule (evenings/weekends as client needs require). Comprehensive training and a proven playbook to build your business. Annual all-expense-paid trips for top producers. Discounted health and life coverage options. Leadership development and agent-to-owner transition support.

Job Description Now Hiring: Client Specialist (2nd Shift) Supportive. Purpose-Driven. Recovery-Focused. Status: Full-Time | Hourly, Non-Exempt Reports To: Shift Supervisor Schedule: 2nd Shift | 3pm-11:30pm About the Role Anuvia is seeking compassionate and reliable Client Specialists to join our Clinical Inpatient team. This vital position supports individuals in our detox and residential programs-helping them navigate recovery with dignity, safety, and care. If you're ready to make a difference and grow within a structured career ladder, we want to hear from you. What You'll Do Welcome and orient new clients into the detox program, complete service plans, and intake documentation. Maintain a therapeutic and secure environment by performing safety checks, room searches, and drug screenings. Administer medications (if certified), support mental/physical health observations, and provide first aid/CPR if needed. Facilitate daily therapeutic or educational activities and help transition clients to appropriate levels of care. Collaborate with clinical staff to evaluate client needs and maintain accurate documentation in electronic health records. Be an active participant in shift communication, incident reporting, and quality improvement processes. Career Growth Opportunities We offer a clear career ladder with built-in certification support and increased responsibility at each level: Client Specialist I: Entry-level with certification required within 60 days Client Specialist II: Certified and able to train others Client Specialist III: Med Tech certification required within 90 days Client Specialist IV: Enrolled in CADC registration program with supervision requirements Client Specialist V: CADC-I certified Already a Qualified Professional (QP)? You'll also support screenings, service plans, therapeutic interventions, and staff supervision. What We're Looking For Education: High School Diploma or GED required Experience: 2 years in healthcare or substance use treatment preferred Skills: Strong communication, problem-solving, time management, and adaptability Certifications: CADC preferred Med Tech (within 90 days for CSIII) CPR/First Aid (or willing to obtain) Valid NC or SC Driver's License required You'll Thrive If You Are: Calm under pressure and able to handle crisis situations with professionalism Passionate about helping others overcome barriers in their recovery Committed to excellence, teamwork, and continuous learning Comfortable working in a diverse, fast-paced residential treatment environment Why Join Anuvia? Purpose-driven work that truly makes a difference Structured advancement with credentialing support Supportive team culture in a respected treatment center Opportunity to grow into a QP or Certified Counselor role Competitive Benefits: We offer a comprehensive benefits package, including: -Immediate health benefits with no waiting period. -Generous time off policies and company-provided disability insurance. -Competitive salary with a 401(k)-plan featuring a 7% employer contribution after the first year. -Access to continuous learning and development opportunities, plus a range of additional benefits and opportunities for career advancement.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with team on basic information, plus internal or external customers Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period This position is not eligible for Visa sponsorship Ability to work additional hours as needed Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted Training and Work Schedule: Training class starts on 2/9 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. We're open from Sunday - Saturday, 6:00 a.m. - 10:00 pm (EST). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Most schedules will be mid-shift or evening-shift. Posting Location: 1525 W W.T Harris Blvd Charlotte, NC 28262 @RWF22 Posting End Date: 23 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job DescriptionDescription: Health Insurance Paid for by Company; and Opportunity for advancement and training We are seeking an enthusiastic, extroverted, professional willing to learn and become a part of our team. You will provide overall support to attorneys' and paralegals' business needs. Primary job responsibilities include: Answering the phone, providing answers to simple questions, and directing phone calls; Communicating with prospective clients during the intake process; Calling clients to determine status updates; Requesting medical records; and Retrieving, opening, scanning, and filing all incoming mail. Qualifications: Bright Personality; Empathetic, compassionate and understanding; Ability to type accurately while speaking on the phone; Ability to prioritize and multitask; Excellent written and verbal communication skills; Deadline and detail-oriented; and Bilingual is a big plus Job Duties: Answer incoming calls and respond to questions from doctor's offices, clients, attorney's offices and others; Document all calls in Case Management System; Conduct questionnaires with prospective clients, documenting responses electronically; Set up new claims with insurance companies; Mail out correspondence from attorneys; Schedule meetings for attorneys; Request medical records; Sort, scan, save and distribute mail; Sort and properly file incoming medical records, insurance correspondence, and court documents; Maintain paper files; Maintain common office areas; and File documents with the court. E04JI800tv5q407mh0e

Job Title: Client Performance Specialist - WSOC TV The Client Performance Specialist focuses on campaign and performance management for our portfolio of digital advertising clients. The Client Performance Specialist works closely with our local market sales teams, specialist teams and our internal operations teams to understand how our advertising campaigns are performing holistically. In terms of campaign management, the individual in this role will be responsible for keeping an overarching view of our advertisers' media plans and goals and ensuring that our local stakeholders and clients are served with the best-in-class customer care. The individual must be able to collect, mine, and interpret campaign data, developing actionable insights in an executive level report that increases ROI for our advertisers. This individual must maintain comprehensive knowledge of all aspects of digital products including product offerings, protocols, and KPI management. They must have a strategic mindset, being able to review campaigns' performance outcomes and make strategic decisions on what levers need to be pulled to optimize client campaigns. The individual must be a team player, with the ability to collaborate with internal and external stakeholders while analyzing performance and developing strategies. Clear and concise communications will be key for the individual to succeed. Previous experience in digital campaign analytics and creating client-facing deliverables is critical. The Client Performance Specialist must have in-depth knowledge of digital analytic platforms, being confident in accessing and pulling data in systems such as Google Analytics, Google Ads, Facebook, and more. A basic knowledge of ad tags/trafficking and conversion management (Google Tag Manager) will only help this individual excel in the role. An analytically curious mind is key. Essential Duties and Responsibilities Leverage comprehensive knowledge of all digital ad products and operation processes to effectively monitor and enhance campaigns to achieve advertiser goals and KPIs Maintain internal documentation to ensure that campaigns are managed properly, with account details recorded for media plans, optimizations, and other client details Offer a holistic campaign perspective, effectively communicating performance to our stakeholders in ongoing reporting recaps Follow SLAs determined for campaign launch, revisions, and deliverables working with internal and external stakeholders Provide facilitation for continuously improving the quality of service and campaign results for our local markets and clients Responsible for order entry, trafficking, monitoring, and reporting on digital owned & operated campaigns Quality assurance on work performed by our corporate team Leverage storytelling skills to build exceptional customer reports Minimum Qualifications 2-4 years of experience working in a digital advertising operations role, working with sales and marketers 2-4 years of experience in campaign and performance management Knowledge of digital marketing including SEM, SEO, social, content marketing, programmatic, video, display advertising, and website development Knowledge of ad tagging and the CM Trafficking, Reporting, & Attribution platforms and ability to formulate appropriate recommendations to improve client ROI is a plus Analytical and possess the ability to evaluate data and interpret results for client-facing deliverables Knowledge of attribution and omni-channel efforts is essential, understanding how all marketing channels work together to drive results Excel skills needed for interpreting data for insights and superior PPT skills for visualizing the outcomes and opportunities Proven skills in digital campaign management including processing, trafficking, and monitoring performance against established expectations Excellent written and verbal communication skills are necessary for effectively managing performance Problem-solving skills is required, with the ability to proactively identify potential issues, troubleshoot and quickly resolve them Demonstrated customer service skills with ability to build strong working relationships and consistently meet or exceed customer expectations Proven ability to manage multiple projects in a fast-paced environment with the ability to learn and apply new concepts and tools quickly Detailed knowledge of both internal and outsourced digital platforms, understanding how technology stacks come together to serve our campaigns Preferred Qualifications BA/BS from a 4-year university or equivalent preferred Working knowledge in ad platforms and reporting in systems such as: Google Analytics, Google Ads, general Google Marketing Platforms, Facebook, CM360/DV360/SA360, etc. Google Analytics and Google Ads certifications are preferred About Cox Media Group CMG Media Corporation (d/b/a Cox Media Group) is an industry-leading media company with unparalleled brands, award-winning content, and exceptional team members. CMG provides valuable local and national journalism and entertainment content to the people and communities it serves. The company's businesses encompass 14 high-quality, market-leading television brands in 9 markets; 45 top-performing radio stations delivering multiple genres of content in 9 markets; and numerous streaming and digital platforms. CMG's TV portfolio includes multiple primary affiliates of ABC, CBS, FOX, NBC, Telemundo and MyNetworkTV, as well as several valuable news and independent stations. For more information about CMG, visit ********************* Req #: 2001 #LI-Onsite

Job DescriptionA Message for the Person Who Knows They're Made for More Maybe you've hit a ceiling. Maybe you've been carrying the weight for your team or company without being recognized for it. Or maybe you've been waiting for someone to finally hand you a real shot - a path you can follow, a skill set you can master, and a system that rewards work ethic instead of seniority. If that hits home, then Talent Find Professional was built for people exactly like you. We're a family-driven organization built on a simple belief: People grow when they're given a clear plan, strong mentorship, and an environment where their effort matters. We help individuals protect what's most important to them while creating careers with flexibility, purpose, and long-term potential. No cold calls. No door-knocking. No corporate grind. You'll meet with individuals who have already raised their hand asking for guidance - and you'll be supported every step of the way by mentorship, technology, and a system that actually works. Responsibilities Learn and apply our proven systems to deliver a smooth, clear, professional experience for every client you serve Contact individuals who have requested information and meet with them through scheduled phone or virtual appointments Guide people through simple, structured conversations to help them understand their options Maintain ongoing communication with clients and internal support teams Follow compliance standards and professional expectations Participate in weekly skill-building calls, leadership development sessions, and team meetings Build long-term relationships using company-provided and self-generated outreach Stay on track with performance benchmarks tied to growth and advancement Qualifications Background in customer service, service-based sales, consulting, or leadership (3+ years preferred but not required) Coachable, self-driven, and serious about personal development Comfortable with virtual communication tools, CRM platforms, and technology Clear and confident communicator - on phone and video Strong empathy, integrity, and client-first mindset Organized, disciplined, and dependable with follow-through Requirements Ability to follow a flexible schedule based on client availability Reliable smartphone, computer, and internet connection Ability to pass a background check Obtain required state credentials (we'll walk you through the process step-by-step if you don't already have them) Benefits & Culture Full mentorship, ongoing training, and leadership development Performance-based compensation with no cap Monthly and annual recognition opportunities Incentive travel experiences for top performers Discounts available for personal health and protection options Supportive, family-focused culture built around growth and empowerment Flexible scheduling that allows you to build a career without sacrificing your life Why Join Talent Find Professional? Because here, you're not just taking another job - you're stepping into a path that can transform your future. We believe leadership is earned through service, success is multiplied through mentorship, and legacy is built through the people you help along the way. If you're coachable, driven, and ready to create a career with meaning, we'd love to connect with you.

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 + 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 2-4 years of experience or equivalent combination of education and experience. **Computer and Office Equipment Skills** Microsoft Office suite **Certificates, Licenses, Registration (Ex: CPA, Series 6 or 7 licenses 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.

LHH is seeking an experienced inside sales professional with a passion for supporting business clients in a dynamic, international environment. A global manufacturing group is seeking a skilled Inside Sales Support specialist to join its Charlotte, NC location. This is a direct hire opportunity with a stable, growing organization that values independence, accuracy, and collaboration. Key Responsibilities Manage the full order process for B2B customers, from entry to delivery, ensuring accuracy and timely communication. Serve as the primary point of contact for client inquiries, order updates, and issue resolution. Coordinate with manufacturing partners in Europe and Asia to track shipments and resolve delivery challenges. Review contracts and quotations, ensuring all terms align with customer agreements. Prepare and follow up on sales quotations, aiming to maximize value on every transaction. Maintain up-to-date records in QuickBooks and support transition to other ERP systems as needed. Collaborate closely with remote account managers and international colleagues. Qualifications 5-10 years of experience in inside sales support, customer service, or order administration, preferably in a manufacturing or B2B setting. Strong attention to detail and a commitment to delivering accurate information to clients and internal teams. Proven ability to work independently with minimal supervision. Proficiency with QuickBooks or similar ERP/business systems; experience with Jeeves is a plus. Excellent communication skills and comfort working with global teams. High school diploma or equivalent required. Compensation & Benefits Competitive base salary: $50,000-$58,000 Health benefits, PTO (15 days), and 11 paid holidays Direct hire position with annual performance and salary reviews Monday-Friday, 8:00-5:00 or 9:00-5:00 schedule; some flexibility for reduced hours considered No travel required Why This Role? Join a small, close-knit US team with the backing of a global organization. Enjoy a high degree of autonomy and the opportunity to make a direct impact. Potential for future growth into account management for those interested in expanding their career.

Job Description CPI Security, a leader in the security and automation solutions industry, is looking for a Customer Retention Specialist to join our growing team at our headquarters in Charlotte, NC! We are more than "just a security company," and we offer more than "just a job." CPI's mission is to protect our customers while providing world-class service and peace of mind. That's not something you can bottle up and sell - it's a feeling and a comfort our customers are guaranteed by our Customer Retention Specialists. What You'll Do: Provide fantastic customer service focused on dispute resolution and overcoming challenges Build value in the CPI brand to drive long term relationships with customers as a leading competitor in Security and Home Automation industry. Provide solutions-based approaches to retain customers who are considering service cancellation. Champion the customer care process, which includes, troubleshooting technical issues, answer questions or concerns regarding systems or services. Problem solve as you quickly identify the root cause of customer issues, pinpoint strategies to eliminate those issues, and work with customer to retain them. Consistently improve retention rates and achieve retention goals. Handle each call with empathy, compassion, and professionalism to ensure excellent customer service. What We're Looking For: Upbeat personality and a fun, positive attitude 1-2 years previous customer retention experience Strong customer service and people skills Ability to consistently meet and exceed performance targets Coachability with a desire to grow professionally Ability to work a flexible schedule, including weekends Experience with CRM system such as SalesForce is a plus, but not required Exceptional sales skills are a plus, particularly with strong upselling and closing abilities What's In It For You: $50,000 to $80,000 Annual Compensation Base hourly rate with tiered commission structure, performance based, training and quarterly bonus Higher shift pay for working nights and weekends Great medical, dental, vision, 401(k) with company matching, short- & long-term disability and life insurance options. Company paid holidays, floating holiday, and PTO Free monitored security system after 90 days. Engaging and fun company culture that's made up of a diverse group of people Talk about perks! An on-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness Director

Job Description Now Hiring: Client Specialist (PRN) Supportive. Purpose-Driven. Recovery-Focused. Status: PRN | Hourly, Non-Exempt Reports To: Shift Supervisor Schedule: Variety of shifts available About the Role Anuvia is seeking compassionate and reliable Client Specialists to join our Clinical Inpatient team. This vital position supports individuals in our detox and residential programs-helping them navigate recovery with dignity, safety, and care. If you're ready to make a difference and grow within a structured career ladder, we want to hear from you. What You'll Do Welcome and orient new clients into the detox program, complete service plans, and intake documentation. Maintain a therapeutic and secure environment by performing safety checks, room searches, and drug screenings. Administer medications (if certified), support mental/physical health observations, and provide first aid/CPR if needed. Facilitate daily therapeutic or educational activities and help transition clients to appropriate levels of care. Collaborate with clinical staff to evaluate client needs and maintain accurate documentation in electronic health records. Be an active participant in shift communication, incident reporting, and quality improvement processes. Career Growth Opportunities We offer a clear career ladder with built-in certification support and increased responsibility at each level: Client Specialist I: Entry-level with certification required within 60 days Client Specialist II: Certified and able to train others Client Specialist III: Med Tech certification required within 90 days Client Specialist IV: Enrolled in CADC registration program with supervision requirements Client Specialist V: CADC-I certified Already a Qualified Professional (QP)? You'll also support screenings, service plans, therapeutic interventions, and staff supervision. What We're Looking For Education: High School Diploma or GED required Experience: 2 years in healthcare or substance use treatment preferred Skills: Strong communication, problem-solving, time management, and adaptability Certifications: CADC preferred Med Tech (within 90 days for CSIII) CPR/First Aid (or willing to obtain) Valid NC or SC Driver's License required You'll Thrive If You Are: Calm under pressure and able to handle crisis situations with professionalism Passionate about helping others overcome barriers in their recovery Committed to excellence, teamwork, and continuous learning Comfortable working in a diverse, fast-paced residential treatment environment Why Join Anuvia? Purpose-driven work that truly makes a difference Structured advancement with credentialing support Supportive team culture in a respected treatment center Opportunity to grow into a QP or Certified Counselor role Competitive Benefits: We offer a comprehensive benefits package, including: -Immediate health benefits with no waiting period. -Generous time off policies and company-provided disability insurance. -Competitive salary with a 401(k)-plan featuring a 7% employer contribution after the first year. -Access to continuous learning and development opportunities, plus a range of additional benefits and opportunities for career advancement.

The Client Performance Specialist focuses on campaign and performance management for our portfolio of digital advertising clients. The Client Performance Specialist works closely with our local market sales teams, specialist teams and our internal operations teams to understand how our advertising campaigns are performing holistically. In terms of campaign management, the individual in this role will be responsible for keeping an overarching view of our advertisers' media plans and goals and ensuring that our local stakeholders and clients are served with the best-in-class customer care. The individual must be able to collect, mine, and interpret campaign data, developing actionable insights in an executive level report that increases ROI for our advertisers. This individual must maintain comprehensive knowledge of all aspects of digital products including product offerings, protocols, and KPI management. They must have a strategic mindset, being able to review campaigns' performance outcomes and make strategic decisions on what levers need to be pulled to optimize client campaigns. The individual must be a team player, with the ability to collaborate with internal and external stakeholders while analyzing performance and developing strategies. Clear and concise communications will be key for the individual to succeed. Previous experience in digital campaign analytics and creating client-facing deliverables is critical. The Client Performance Specialist must have in-depth knowledge of digital analytic platforms, being confident in accessing and pulling data in systems such as Google Analytics, Google Ads, Facebook, and more. A basic knowledge of ad tags/trafficking and conversion management (Google Tag Manager) will only help this individual excel in the role. An analytically curious mind is key. Essential Duties and Responsibilities * Leverage comprehensive knowledge of all digital ad products and operation processes to effectively monitor and enhance campaigns to achieve advertiser goals and KPIs * Maintain internal documentation to ensure that campaigns are managed properly, with account details recorded for media plans, optimizations, and other client details * Offer a holistic campaign perspective, effectively communicating performance to our stakeholders in ongoing reporting recaps * Follow SLAs determined for campaign launch, revisions, and deliverables working with internal and external stakeholders * Provide facilitation for continuously improving the quality of service and campaign results for our local markets and clients * Responsible for order entry, trafficking, monitoring, and reporting on digital owned & operated campaigns * Quality assurance on work performed by our corporate team * Leverage storytelling skills to build exceptional customer reports Minimum Qualifications * 2-4 years of experience working in a digital advertising operations role, working with sales and marketers * 2-4 years of experience in campaign and performance management * Knowledge of digital marketing including SEM, SEO, social, content marketing, programmatic, video, display advertising, and website development * Knowledge of ad tagging and the CM Trafficking, Reporting, & Attribution platforms and ability to formulate appropriate recommendations to improve client ROI is a plus * Analytical and possess the ability to evaluate data and interpret results for client-facing deliverables * Knowledge of attribution and omni-channel efforts is essential, understanding how all marketing channels work together to drive results * Excel skills needed for interpreting data for insights and superior PPT skills for visualizing the outcomes and opportunities * Proven skills in digital campaign management including processing, trafficking, and monitoring performance against established expectations * Excellent written and verbal communication skills are necessary for effectively managing performance * Problem-solving skills is required, with the ability to proactively identify potential issues, troubleshoot and quickly resolve them * Demonstrated customer service skills with ability to build strong working relationships and consistently meet or exceed customer expectations * Proven ability to manage multiple projects in a fast-paced environment with the ability to learn and apply new concepts and tools quickly * Detailed knowledge of both internal and outsourced digital platforms, understanding how technology stacks come together to serve our campaigns Preferred Qualifications * BA/BS from a 4-year university or equivalent preferred * Working knowledge in ad platforms and reporting in systems such as: Google Analytics, Google Ads, general Google Marketing Platforms, Facebook, CM360/DV360/SA360, etc. Google Analytics and Google Ads certifications are preferred About Cox Media Group CMG Media Corporation (d/b/a Cox Media Group) is an industry-leading media company with unparalleled brands, award-winning content, and exceptional team members. CMG provides valuable local and national journalism and entertainment content to the people and communities it serves. The company's businesses encompass 14 high-quality, market-leading television brands in 9 markets; 45 top-performing radio stations delivering multiple genres of content in 9 markets; and numerous streaming and digital platforms. CMG's TV portfolio includes multiple primary affiliates of ABC, CBS, FOX, NBC, Telemundo and MyNetworkTV, as well as several valuable news and independent stations. For more information about CMG, visit ********************* Req #: 2001 #LI-Onsite CMG is a special place. Here, we rely on our winning mindset and deep expertise to find creative solutions, think differently, and work together to positively impact the people and communities we serve. It's where we connect and inspire diverse audiences every day and everywhere with our unmatched content, products, services and people. At CMG, we take pride in our collaborative and open environment, where everyone feels valued, seen and heard. Our shared commitment to living our company's core Values - Teamwork, Diversity, Integrity, Quality and Fiscal Responsibility - propels us every day, in everything we do. We encourage you to explore #LifeAtCMG, where you can bring your best, authentic self to work, think boldly and make a difference. If you are currently a CMG employee, please log into THRIVE to access our internal career center. Nearest Major Market: Charlotte Apply now

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

Location: On site at location listed in job posting Summary Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. Responsibilities * Provide Commercial Lending Support to Commercial Relationship Managers * Review and Fund Loans * Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records. * Obtains credit information and ensures sufficient loan collateral. * Calculates loan items and charges such as interest and payments. * Assists lending officers in activities such as disbursement of funds and extension of new loans. * Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies. * Prepares loan documents, notices, and periodic loan reports. * 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 * Process wire requests for clients. * Assist other AAs and other departments with administrative support when needed * Performs all other duties as assigned Requirements * 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 GED and 5+ years of experience or equivalent combination of education and experience 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