First Horizon Bank
Client Specialist Team Lead
First Horizon Bank, Charlotte, North Carolina, United States, 28245
Description
Location:
As listed in Job Posting
Summary
The Client Specialist Team Lead will serve as Team Lead to Client Specialists in Market. Reviews, coaches, trains to drive Op Excellence/Quality Quarterly and as-needed reviews with RM input as well. Partners with assigned RM(s) and other Relationship Team Members and backs up other CSs as needed. Serves as a primary contact to clients for service and support.
Responsibilities
Serves as Team Lead to Client Specialists in Market
Reviews, coaches, trains
Quarterly and as-needed reviews with RM input as well
Provides servicing for Clients:
Loans
Deposits
Treasury Management (with TM partners)
Fund transfers (wires, online banking, etc.)
Creates all client (eCIF) records
Works on loan related tasks (inputting data, closing, booking, and funding) by:
Partnering with RM for CCL loans
Partnering with RM & PM on RM/PM channel loans
Opens, sells and manages deposit accounts
Partners with TMSO/TMSA on Treasury Management product onboarding & servicing
Drives Operational Excellence:
Clearing exceptions
Maintaining regulatory compliance
Managing fraud and red flags, etc.er
Experience and Qualifications
Minimum 7 years of banking experience
Must be highly team and client service focused, detail-oriented, organized, and have strong writing and communication skills
Must be experienced with coaching, training, evaluating and reviewing.
Player/Coach
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 www.FirstHorizon.com (https://urldefense.com/v3/__https:/www.firsthorizon.com/__;!!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 (https://www.facebook.com/FirstHorizonBank)
X formerly Twitter
LinkedIn (http://www.linkedin.com/company/first-horizon-bank)
Instagram
YouTube (https://www.youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q)
Qualifications
Skills
Required
Client Support:
Advanced
Behaviors
Required
Leader:
Inspires teammates to follow them
Team Player:
Works well as a member of a group
Enthusiastic:
Shows intense and eager enjoyment and interest
Motivations
Required
Growth Opportunities:
Inspired to perform well by the chance to take on more responsibility
Ability to Make an Impact:
Inspired to perform well by the ability to contribute to the success of a project or the organization
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 (https://www.eeoc.gov/poster) notice from the Department of Labor.
Location:
As listed in Job Posting
Summary
The Client Specialist Team Lead will serve as Team Lead to Client Specialists in Market. Reviews, coaches, trains to drive Op Excellence/Quality Quarterly and as-needed reviews with RM input as well. Partners with assigned RM(s) and other Relationship Team Members and backs up other CSs as needed. Serves as a primary contact to clients for service and support.
Responsibilities
Serves as Team Lead to Client Specialists in Market
Reviews, coaches, trains
Quarterly and as-needed reviews with RM input as well
Provides servicing for Clients:
Loans
Deposits
Treasury Management (with TM partners)
Fund transfers (wires, online banking, etc.)
Creates all client (eCIF) records
Works on loan related tasks (inputting data, closing, booking, and funding) by:
Partnering with RM for CCL loans
Partnering with RM & PM on RM/PM channel loans
Opens, sells and manages deposit accounts
Partners with TMSO/TMSA on Treasury Management product onboarding & servicing
Drives Operational Excellence:
Clearing exceptions
Maintaining regulatory compliance
Managing fraud and red flags, etc.er
Experience and Qualifications
Minimum 7 years of banking experience
Must be highly team and client service focused, detail-oriented, organized, and have strong writing and communication skills
Must be experienced with coaching, training, evaluating and reviewing.
Player/Coach
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 www.FirstHorizon.com (https://urldefense.com/v3/__https:/www.firsthorizon.com/__;!!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 (https://www.facebook.com/FirstHorizonBank)
X formerly Twitter
LinkedIn (http://www.linkedin.com/company/first-horizon-bank)
YouTube (https://www.youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q)
Qualifications
Skills
Required
Client Support:
Advanced
Behaviors
Required
Leader:
Inspires teammates to follow them
Team Player:
Works well as a member of a group
Enthusiastic:
Shows intense and eager enjoyment and interest
Motivations
Required
Growth Opportunities:
Inspired to perform well by the chance to take on more responsibility
Ability to Make an Impact:
Inspired to perform well by the ability to contribute to the success of a project or the organization
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 (https://www.eeoc.gov/poster) notice from the Department of Labor.