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Client Specialist
First Horizon National Corporation
Nashville, TN, United States
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Description
This position supports the Retail Strategy Advisor and will assist with sponsorship activation, event management and local marketing and communications initiatives in Middle TN. In addition, this position will serve as the Client Specialist for the Retail Small Business Relationship Managers.
Maintains a working knowledge of all products and delivery systems including but not limited to inSTEP Sales and Service, iCL, Mainframe (HOGAN, ALS and ONS), and RMS to ensure appropriate handling of transactions. Resolves operational issues regarding bank systems. Assumes ownership of job responsibilities.
Duties and Responsibilities:
Office Management
• Receptionist (4th Floor) for Nashville Main: Provide assistance in the lobby in way of greeting, stamping tickets for guests and receiving items for bankers.
• Expense reports
• Travel coordination and assistance
• Complete OIM requests as needed for badge assistance
• Sort, distribute and reroute mail daily
• Calendar management for internal meetings at Nashville Main Office
• Support for meetings to include: Set-up, break down, coffee, flipcharts, Wi-Fi, nametags, food contact (if needed)
Report Preparation and Management
• Expense reports submitted and filed
• Manage daily, weekly, monthly reports
• Letter management
Facilities Coordinator
• City Center facilities contact
• Communication liaison between retail executive and financial centers
• Project management as needed
Small Business RM Client Specialist
• Customer Service requests
• Product Implementation System-Loading TM requests, maintenance, terminations
• Preparing Product Paperwork for customer signatures
• Preparing for client meetings-research and update account relationship information
• Uploading required documents into ARX
• Point Person in my absence—vacation or any out office reason.
• Assist with ONS exception tracking and clearing.
• Assist with KYC process and profile building.
Back up Administrative Support for Retail Management – RBE & RSMs
Requirements
4-6 years experience required; 6-8 years experience preferred.
High School diploma required for consideration (or equivalent).
Accurate typing, spelling and grammar skills. Proficient with applicable computer software. Good written and oral communication skills. Good organizational and customer service skills. General banking/operations experience. Excellent consultative sales and cross-selling skills.
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