Customer Service Representative jobs at Miami International Holdings - 541 jobs

Now Hiring: Remote Customer Support Representative (Entry-Level) Remote - U.S. Based | Full-Time & Part-Time Available No Experience Needed | Paid Training Provided | Immediate Start Globe Life AO is rapidly expanding, and we're looking for motivated individuals to join our team as Remote Customer Support Representatives. This is an excellent opportunity for anyone seeking a fresh start, career change, or flexible remote work. No prior experience is required-we provide full training and support. 🔹 Key Responsibilities: Assist clients via phone, email, and chat Help customers understand and manage their benefits Maintain accurate records and resolve policy-related inquiries Provide exceptional service with a solutions-first approach 🔹 What We're Looking For: Strong communication and people skills Organized, reliable, and eager to learn Comfortable with basic tech (Zoom, email, CRM, etc.) Must be 18+ and authorized to work in the U.S. 🔹 What You'll Get: 100% remote position Weekly pay + uncapped performance bonuses Flexible schedules (ideal for evenings/weekends too) Career advancement based on performance, not tenure Paid training and full onboarding support Union-backed benefits: life, health, and retirement Apply Today. Start Your New Remote Career This Week. Interviews are being scheduled within 24-48 hours.

Now Hiring: Remote Customer Support Representative (Entry-Level) Remote - U.S. Based | Full-Time & Part-Time Available No Experience Needed | Paid Training Provided | Immediate Start Globe Life AO is rapidly expanding, and we're looking for motivated individuals to join our team as Remote Customer Support Representatives. This is an excellent opportunity for anyone seeking a fresh start, career change, or flexible remote work. No prior experience is required-we provide full training and support. 🔹 Key Responsibilities: Assist clients via phone, email, and chat Help customers understand and manage their benefits Maintain accurate records and resolve policy-related inquiries Provide exceptional service with a solutions-first approach 🔹 What We're Looking For: Strong communication and people skills Organized, reliable, and eager to learn Comfortable with basic tech (Zoom, email, CRM, etc.) Must be 18+ and authorized to work in the U.S. 🔹 What You'll Get: 100% remote position Weekly pay + uncapped performance bonuses Flexible schedules (ideal for evenings/weekends too) Career advancement based on performance, not tenure Paid training and full onboarding support Union-backed benefits: life, health, and retirement Apply Today. Start Your New Remote Career This Week. Interviews are being scheduled within 24-48 hours. Keywords (for Visibility): Remote Customer Service • Entry-Level • No Experience Needed • Flexible Jobs • Hiring Immediately • Paid Training • Work From Home • Virtual Interview • Career Growth • Customer Support Jobs USA

At Grow Financial Federal Credit Union, we believe in service - to our 300,000 members, 600 team members and local communities. We're not just your average bank. We're a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally. Our “work from where you do your best work” strategy provides flexibility to our team members - who currently reside across the U.S. - with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow - people, communities, money and dreams. Some of our Benefits/Perks: Remote/Work From Home Available Competitive pay starting at $19.25/hr + depending on experience Medical/Dental/Vision Insurance Employee discount on loans Team members qualify for a discount on consumer loans. Professional Development Reimbursement of up to $5,250 per year for full-time team members. Paid Time Off 15 days/year & over 10 Paid Holidays Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members. Retirement Benefits (401K) Grow matches up to 8% for team members. Growth Potential In-house training department dedicated to helping our team members reach their maximum potential. Responsibilities The Call Center Relationship Specialist is responsible for providing friendly, expedient, competent and professional customer service to members via telephone and/or written correspondence. Cross-sells Credit Union products and services. Supports a sales and service environment that is focused on the credit union's mission, vision and core values. The shift for this opening is Monday - Friday from 10am - 7pm with rotating Saturday coverage. Qualifications Required Skills & Experience High school diploma required. Some college from an accredited college or university is preferred. 1-3 years of service experience required, preferably in a call center environment. Effective communication skills to include: active listening, voice quality, grammar, articulacy, strong interpersonal skills, multi-tasking ability, conflict management and telephone etiquette skills. Bi-lingual (English and Spanish) preferred. Working knowledge of Windows-based PC products and general office equipment. Physical Demands Must be able to sit for extended periods of time. Must be able to read, write, speak and type English. Must be able to hear and use a telephone. Use of computer requires repetitive keystrokes. Work Environment This role is fully remote, with the option to work from our HQ or retail locations. Qualified candidates must live in the Tampa area and be able to report to Grow HQ in Ybor City for training. You'll play a vital role supporting our members, so schedule flexibility between 7 a.m. EST and 7 p.m. EST Monday - Friday and 9 a.m. EST to 6 p.m. EST on Saturdays is required. *This shift will be from 10am - 7pm EST* An Equal Opportunity Employer Minorities/Females/Veteran/Disabled

This job posting is anticipated to remain open for 30 days, from 30-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients and we need your help launching this new offering and brand, Edward Jones Generations. We're looking for strategic thinkers and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything they do. We're creating all-new market locations to help us better reach our clients and we'd love to have you join us here. The Edward Jones Generations team provides an end-to-end, HNW client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. The Client Concierge Specialist will play a critical role in helping serve our high-net-worth clients. This role works in collaboration with the Generations team and branch teams, overseeing workflow and tasks across all project planning phases. They will provide administrative assistance in client onboarding, coordinate tasks/milestones related to the implementation and execution of a clients financial/investment plan and deliver ongoing proactive support to ensure a seamless and ideal experience for both clients and branch teams. What you will do: * Build and maintain strong and trusting relationships with the branch team and stakeholders across the Firm * Coordinate deliverables and outcomes across each phase of the Generations financial planning process, serving in the capacity of task identification, task tracking, and ownership of the project plan through completion * Expertly organize and complete administrative tasks with accuracy and timeliness, including tasks such as managing client information, scheduling meetings among clients, branch team members and the Generations team with extreme efficiency, and managing the organization of the full suite of processes and tasks included in the Generations experience * Serve as a dedicated connection point between the branch teams and home office departments to triage all questions for each client relationship, maintaining ownership, driving accountability, and effectively collaborating with key stakeholders, to provide an optimal branch and client experience * Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client's experience with Edward Jones * Provide ongoing proactive support through daily monitoring of the high-net-worth client accounts and coordinating with the Generations team to ensure timely and accurate execution of requests * Elevate the client and branch team experience by acting in a concierge capacity, serving as the singular point of contact for each Generations branch team. Anticipate and recognize opportunities to create efficiencies and enhance the overall branch and client experience, in both a proactive and reactive capacity. * In addition to the responsibilities as a dedicated service expert, this role is responsible for differentiating the branch team experience by serving as the singular conduit (organizing and mobilizing) to the full spectrum of home office stakeholders for all branch needs related to the team's respective Edward Jones Generations client relationships. * For Client Concierge specialists based in Generations Hub locations, responsibilities can include expanded real estate engagements, including managing in-office client meetings and customized experiences, supporting the preparation of client meeting agendas and other relevant materials. Position Requirements: What Experience You Need: * Bachelor's degree in business or related field or equivalent work experience * 5 + years of experience at a financial services firm preferred * Series 7 and 66 preferred or obtained within 9 months of hire * Insurance license preferred * Advanced industry designations (FPQP, AAMS, CAPM) preferred. * Understanding of a variety of financial products At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

CONTACT CENTER AGENT - Monday - Friday // Day Shift Are you ready to turn your passion for helping people into a rewarding career? Join our team as a Member Service Representative and be the friendly voice our members count on every day. If you thrive in a fast-paced, team-driven environment and love solving problems, Floridacentral Credit Union wants to hear from you! This is more than just a call center job - this is your chance to be part of a mission-driven organization that empowers members to reach their financial goals. What You'll Do: Be the first point of contact - Receive and respond to incoming calls with professionalism, care, and confidence. Listen with purpose - Understand each member's unique situation and find the best solution or product to meet their needs. Document with precision - Accurately complete all reports, forms, and records while maintaining compliance and security standards. Solve & support - Resolve discrepancies and forward complex issues to team leads or management as needed. Educate and empower - Provide complete, up-to-date information about Credit Union policies, loan programs, financial products, and account options. Promote financial wellness - Actively cross-sell Credit Union products and services that support our members' financial goals. Support everyday banking - Perform basic account maintenance, loan payment transactions, and respond to loan service requests. Be a team player - Foster positive relationships with coworkers and contribute to a collaborative, member-first culture. What You Bring: Stellar communication skills, both verbal and written A member-first attitude with a knack for relationship building Detail-oriented with a passion for accuracy and compliance Ability to thrive in a fast-paced environment while juggling multiple priorities Experience in customer service, financial services, or call center environments is a plus Why You'll Love Working With Us: Career growth opportunities in a purpose-driven organization Our extensive employee benefits A supportive, collaborative team that values your voice and contributions The chance to make a real difference in our members' financial journeys. Ready to start a career and make an impact? that means more? Apply Today! If you're excited about helping people reach their financial goals and want to be part of a team that values service, solutions, and community - this is your moment. Every call is your chance to make a real difference. Join us and help shape stronger financial futures, one member at a time!

First Financial Federal Credit Union is a not-for-profit financial cooperative providing banking products and services to its members in Monmouth and Ocean County. Our goal is make a first rate difference in our Member's lives by providing the highest level of quality products and personalized services while maintaining financial integrity and stability. We have been putting people first and enriching our Member's lives since 1936 by identifying their needs and providing trustworthy and value added solutions. First Financial Federal Credit Union is a technology driven organization with efficient systems and easy to deliver products. We are par with community banks and can provide you with the kind of environment where your skills and talents can make a difference that will be noticed. Job Description General Summary: 100% IN OFFICE POSITION This position will be the liaison between First Financial and its current and potential members carried out via telephone and chat rather than in person. This position requires a pleasant, professional, outgoing, friendly attitude and confident manner. The ability to accept ownership for effectively resolving member issues, complaints and inquiries keeping member satisfaction at the core of every decision and behavior. Job Responsibilities: • Comply and follow all Credit Union compliance regulations. • Handle large volume of inbound and outbound calls in a timely manner and transfer sale leads to the appropriate staff member for assistance. • Answer inquiries by clarifying desired information; researching, locating and providing information. • Resolves problems by clarifying issues; researching and exploring answers and alternative solutions, implementing solutions, and escalating unresolved problems to management. • Evaluate needs of members and offer appropriate financial products and services. • Seize the opportunity to sell additional services to our members by recognizing the member's needs for a product and explaining the features. • The ability to ask probing questions, understands concerns, and overcome objections. • Basic research of accounts to resolve any discrepancies. • Assist members in setting-up distributions of payroll and direct deposit via the mail. • Maintain the Credit Unions database by updating all member information • Assist members with any technical issues that they may experience with online banking, Debit/ATM and to escalate the issue to the appropriate department. • Keeps Equipment operational by following established procedures (reporting malfunctions). • Process all mail. • Updates job knowledge by participating in educational opportunities • Enhances organizational reputation by accepting ownership for accomplishing new and different requests. • Perform all other job duties as assigned. Qualifications Requirements: • Superior customer service and excellent listening skills • Strong work ethic and self-starter able to effectively manage multiple priorities and adapt to change within a fast-paced business environment • Ability to multi-task - answer calls and respond to internet messages • Requires full knowledge of credit union products and services preferred • High level of interpersonal skills • Good reasoning ability/problem solving skills • Solid math skills - able to compute rate, ratio, and percentages • Team oriented - contributes to building a positive team spirit. • Speaks clearly and has strong phone and verbal communication skills along with active listening • Good computer skills - able to learn new programs/systems • HS/GED and 2 yrs related experience in banking preferred but will consider call center experience in other fields of business. Must be available to work Saturday's Additional Information As a First Financial employee, you'll enjoy a challenging work environment. We offer a great benefits package including Medical, Dental, Rx, Vision, Life Ins., Retirement Plans, Vacation, Sick and Personal. All your information will be kept confidential according to EEO guidelines.

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

Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills A minimum of two years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor's degree Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Who We Are: TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators. At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that's using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you're joining a culture where AI is how we work . Are you ready to make yourself at home? What You'll Be Doing: The Account Services Representative is responsible for a wide range of tasks related to account opening, maintenance, and servicing. This position involves processing client account requests, conducting Know Your Customer (KYC) reviews, offering exceptional customer support, and ensuring effective communication between clients and internal teams. In addition, the role requires the ability to manage multiple tasks in a fast-paced environment, resolve issues quickly, and maintain strong written communication skills. Prepare new account paperwork for principal reviews Process account openings, closings, and other administrative requests Enter account information in various back-office systems Conduct background checks for new customers through third-party vendor applications Collaborate with internal teams (e.g., Treasury, Client Experience, Sales, Financial Crimes) to resolve client issues and provide timely solutions Link brokerage accounts to customer trading log-ins Maintain and update accurate client records and account documentation in the firm's CRM and account management systems Monitor collaboration queues and take a proactive approach to ensure issues are handled efficiently Document procedures to ensure consistency and transparency in processes Identify opportunities to improve client satisfaction and escalate complex issues as needed Represent TradeStation Securities professionally by providing excellent service and consistently exceeding expectations Ensure compliance with regulatory requirements and internal policies The Skills You Bring: High attention to detail with the ability to thrive in a fast-paced, deadline-driven environment Ability to multitask and manage a high volume of requests with accuracy Strong data entry and processing skills Reliable, punctual and self-starter Customer service oriented Strong analytical and organization abilities Ability to identify areas for process and procedural improvement Excellent written communication skills Familiarity with back-office functions and data entry processes Proficiency in Microsoft Office (Excel, Word, Outlook); familiarity with SunGard Phase 3, GMI, or other back-office brokerage systems is a plus Minimum Qualifications: 1-2 years of experience in customer service, financial services, or brokerage operations Desired Qualifications: Bachelor's degree preferred What We Offer: Collaborative and dynamic work environment Competitive Salaries Yearly bonus opportunities Comprehensive benefits for you and your family starting Day 1 Generous paid time off policies Access to TradeStation employee benefits, including full access to trading education materials Pay Range (US) $60-65K (Countries outside of the US have differing ranges in accordance with local labor markets) TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws. #LI-Hybrid

JobID: 210698588 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $31.25-$42.79; New York, NY $31.25-$42.79 Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities * Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. * Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. * Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. * Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. * Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. * Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. * Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. * Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. * Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: * Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. * Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. * Enthusiastic and self-motivated. * Superior written and oral communication. * Superior customer service skills. * Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. * Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: * College graduate preferred. * Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. * Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. * Superior interpersonal communication skills, as well as strong attention to detail and time management.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. Superior interpersonal communication skills, as well as strong attention to detail and time management.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities** + Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. + Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. + Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. + Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. + Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. + Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. + Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. + Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. **Required qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. + Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. + Enthusiastic and self-motivated. + Superior written and oral communication. + Superior customer service skills. + Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. + Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. **Preferred qualifications, capabilities, and skills:** + College graduate preferred. + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. + Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. + Superior interpersonal communication skills, as well as strong attention to detail and time management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Jersey City,NJ $31.25 - $42.79 / hour; New York, NY $31.25 - $42.79 / hour

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for assisting and guiding employees with moderately complex research and analysis. Key responsibilities include working closely with employees to identify strengths and opportunities for improvement, building proficiency, and acting as a subject matter expert resource for teammates. Job expectations include providing targeted coaching and administering training to help enhance skills and progression towards achieving goals. May also handle client calls. Responsibilities: Works individually and in small groups with frontline employees to build their professional proficiency beyond standard skills acquired during training Prepares, coaches, and reinforces desired team behaviors in partnership with team managers to support proficiency and retention of new-to-role employees Identifies and assesses improvements in employee development and increases speed to proficiency and consistency in demonstrating and performing the desired skills Owns and resolves escalated customer calls Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls Required Qualifications: Must have 1+ year and be a subject matter expert in Fraud Servicing Multiple product knowledge within Fraud Services Customer centric approach to problem resolution and proven results Strong results on call ownership & client satisfaction Effective communication skills, both written and verbal Ability to de-escalate client situations and drive satisfaction. Must be able to work independently (although part of a team) and demonstrate strong reasoning skills and good judgment Adapts well to an ever-changing environment Must have the ability to work well under pressure Desired Qualifications: 1+ Year of Leadership experience- OJT coach, Proctor or Interim Consumer Coach Expertise with policies, procedures relative to the site designated skill groups Skills: Coaching Mentoring Oral Communications Problem Solving Quality Assurance Active Listening Analytical Thinking Attention to Detail Collaboration Risk Management Adaptability Customer and Client Focus Influence Relationship Building Result Orientation Schedule: Night shift with flexibility to change with business needs For internal employees: participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 2nd shift (United States of America) Hours Per Week: 40

Customer Service Rep, Insurance Submission Quoting We have an opportunity for a CSR who will quote homeowners insurance coverage for our consumers. In this role you will also collaborate and communicate with Triad Agents, Consumer Loan Underwriting and Closing departments as well as other CSRs. To be successful in this role, you will have a strong sense of urgency and value the accomplishment of tasks and deadlines. You will need strong Excel, Work and Outlook skills. Excellent phone presence and strong verbal communication skills are an everyday part of this role. Experience working with insurance company rating platforms is a huge plus. Insurance Agency experience is highly valued. What we offer: This position is a full time opportunity and has an hourly rate that ranges from $18.00 to $20.00 per hour, depending on experience, skills and competency match. There is a full benefit package, including PTO, Med/Dent/Vision coverage, long & short term disability programs, PTO and a 401K with a corporate match. This CSR is a hybrid position and after successful training in the corporate office, the schedule will be 1 day per week in the corporate office off of Sutton Parkway in Jacksonville, FL and 4 days remote. The weekly schedules are flexible and the office day changes based on the departments business needs. Duties & Responsibilities: Quoting homeowners insurance with multiple insurance companies' online rating systems. Develop in-depth knowledge of homeowners coverage and rating plans offered by insurance carriers Maintain effective communication with Agents / CSRs Updating quote log Maintain a strong sense of urgency for accomplishment of task and deadlines. Job Requirements & Desired Skills: Strong Computer skills including Excel, Word and Outlook Ability to deal with tasks in an organized and prioritized manner Experience on insurance company rating platforms is a plus Insurance Agency experience preferred

Job Description Triad Financial Services is a leading provider of financial and insurance solutions within the manufactured housing industry. We are seeking a Personal Lines Insurance Customer Service Representative (CSR) to support our growing insurance department. This role focuses on servicing existing policyholders, supporting internal teams, and delivering high-quality customer experience through inbound service requests. Essential Functions · Respond to inbound customer and internal inquiries related to personal lines insurance policies (homeowners, manufactured home coverage, etc.) · Provide policy servicing support including endorsements, billing inquiries, coverage explanations, and general account maintenance · Research customer questions, coverage details, and policy history to resolve issues accurately and efficiently · Assist with insurance escrow-related inquiries, including coordination with internal loan servicing teams when applicable · Maintain accurate documentation and records in agency management and carrier systems · Ensure compliance with all company policies, carrier guidelines, and state insurance regulations · Deliver professional, courteous, and solution-oriented service on every interaction · Perform related duties as assigned by management Minimum Qualifications · 1-2 years of customer service experience in insurance, financial services, mortgage, or a related industry · Working knowledge of escrow accounts, insurance billing, or policy servicing preferred · Experience with insurance agency management systems strongly preferred · Strong computer proficiency, including Microsoft Word, Excel, and Outlook · Ability to navigate multiple systems and work efficiently in a Windows-based environment · Excellent verbal and written communication skills · Professional, friendly, and confident phone presence · Strong attention to detail with the ability to work under pressure and manage deadlines

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

Hours: 40 Pay Details: $23.25 - $30.75 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: Product Management Job Description: Credit Bureau Dispute Specialist receives disputes from the customer or credit agencies to investigate. Customers may be disputing items such as a late mark or an account that isn't theirs. The specialist have a 30 day SLA to meet and respond, to be within regulatory guidelines. Remote Schedule: Monday-Friday 7:30am-4:00p EST or 8:00a-4:30p EST Depth & Scope: * Handles sensitive consumer information (credit bureau data, raw PII, customer account information) * Utilizes third party data sources, internal systems and tools to research and analyze information to ensure accuracy of credit reporting * Researches and responds to disputes received directly by mail or email * Utilizes e-Oscar to quickly respond to indirect disputes in the way of Automated Consumer Dispute Verification (ACDV) * Researches and actions feedback from the credit bureaus, internal reporting, and third parties to ensure accurate reporting * Corrects inaccurate account information provided to CRAs and documents the resolution using internal systems and e-OSCAR * Maintains a clear understanding of current internal credit-related policies and procedures, as well as all applicable federal regulations and credit industry standards * Adapts to and endorses change and serves as an agent of positive change to support goals and direction * Demonstrates a strong commitment to meet or exceed external and internal expectations, service, and quality goals * Able to work within a corporate environment understanding its structure and adhering to schedule and punctuality requirements * Responsible for ensuring confidentiality of all aspects of the company's operations, portfolio, customer information and computer technology * Must be able to work weekdays and weekend/overtime if required to ensure adherence to SLAs * Engages internal/external partners to obtain pertinent account information * Identifies and addresses process improvements based on day to-day observations and activities * Responds to inquiries and assists in resolving problems/complaints * Promotes a positive team environment by demonstrating professional behavior and respect for others * Escalates more complex or unusual issues to lead or supervisory staff * Performs additional responsibilities/duties as assigned by management Education & Experience: * Associate's Degree or equivalent work experience * 3+ years in Financial Services * Superior analytical, problem solving and decision-making skills * Excellent verbal, written, and interpersonal communication skills and ability to work well in a team environment * Exceptional attention to detail and accuracy * Ability to use/learn current technology and software applications related to position * Dedicated, self-directed and reliable * Knowledgeable of state and federal laws and agencies applicable to collections, including the Fair Credit Reporting Act (FCRA) and the Dodd-Frank Act * Knowledge of Microsoft Excel and basic computer skills; 40+ WPM and use of 10-Key pad Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Provide assistance to the Private Banking Relationship Managers. **Responsibilities:** + 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 private wealth client overdrafts + Approve and process private wealth clients' withdrawals on lines of credit + 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 **Requirements:** + High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience + Working knowledge of MS Office Suite **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

Provide assistance to the Private Banking Relationship Managers. Responsibilities: 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 private wealth client overdrafts Approve and process private wealth clients' withdrawals on lines of credit 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 Requirements: High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience Working knowledge of MS 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