761 Client Success Associate jobs in Nashville,TN

Minimum of one year of consistent inbound call support experience in a customer-facing Financial Services environment (within the past two years).
High School diploma or equivalent.
Background check, drug test, and fingerprinting required.
Agree and consent to the Fair Credit Reporting Act Disclosure & Authorization, FBI Individual Rights, and Consent for Collection of Biometric Data before fingerprints can be submitted.
Photo ID verification is also required.
NEW: Lower tech requirement! Wired internet connection with required speeds (ping <50 ms; download >25 Mbps; upload >10 Mbps; minimum 8 GB RAM).
Windows 11 (most recent version, fully patched with no pending updates).
8 GB RAM or greater.
Intel® Core i5 processor (6th generation or above), 4 cores, 2.4 GHz or higher.
Dual monitors required.
Webcam required-you must be on camera during all class and engagement activities.
Hardwired Ethernet connection required.
Apple or Android cell phone for secondary code verification.
YubiKey hardware security token-provided by the client to protect access to systems and support one-time password (OTP) verification.

SmartExplore AI is experimental.

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Client Advisor - No Experience Required

McLain Agencies

Huntsville, AL 35810

~ 1 hr 53 min OnsiteFlexible Schedule

Ability to obtain a license is required
State and federal laws require licensing to sell certain insurance products

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Wesley Group

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Universal Banker - Float

First Horizon Bank

Nashville, TN 37215

OnsiteEducation AssistanceHealth InsurancePaid Time OffRetirement Benefit

High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred
On site at location listed in job posting
Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service
Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts
Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships
Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns
Assist client with loan application for personal/retail consumer needs and handing off the processing of these applications to the appropriate associate
Research and resolve problems and respond to client inquiries on account status
Deliver excellent client experiences consistently and promptly resolve client issues effectively
Attend relevant sales, service, and product knowledge meetings, training classes, and web-based learning
Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics
Assist banking center associates with all aspects of daily operations as needed, including audit controls
Assist banking center management with on the job training of new associates
Stay informed of all operational updates and changes to ensure compliance with all current guidelines
Perform all other job related duties as assigned
Background credit check required as part of employment process
Compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations