First Horizon
Client Specialist Team Lead
First Horizon - Charlotte, North Carolina, United States, 28202
Work at First Horizon
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Overview
Client Specialist Team Lead
Job Category: Commercial Lending 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. 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. 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 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.
Job Category: Commercial Lending 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. 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. 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 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.