Customer Service Management Jobs at First Horizon Bank with Visa Sponsorship
Customer Service Management jobs at First Horizon Bank span branch operations, team leadership, and client relationship oversight across a regional banking footprint. First Horizon has a track record of supporting international professionals in this function through multiple visa pathways, making it a viable target for sponsored candidates with financial services experience.
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Get Access To All JobsLocation: On site listed in the job posting.
Weekly Scheduled Hours: Monday- Friday 8:30 AM–5 PM
Summary
The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.
Essential Duties And Responsibilities
- Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.
- Extensive client contact, involved in all activities that align with prospective and existing clients.
- Performs account maintenance including money transfer requests, address changes, etc.
- Serves as liaison and between sales team, compliance, and other business lines throughout the firm.
- Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures.
- Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation.
- May attend client meetings, prospect meeting, and client/marketing events.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.
- Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support.
- Fulfill financial advisor requests and resolve service-related issues and inquiries.
- Process tasks and resolve issues in a timely and accurate manner.
- Ensure adherence to compliance operating policies and procedures including maintaining confidentiality and client privacy at all times.
- Maintain a focus on continuous improvement and provides feedback on system enhancements.
- Master technology to ensure it is being used to its full benefit.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
-
0-2 years’ experience required; 2-4 years’ experience preferred
-
High School diploma required for consideration (or equivalent); Bachelors preferred
-
Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred
-
Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful
-
FINRA Licenses: Series 7, 66/63 preferred
-
Appropriate State Life & Health Insurance licenses preferred
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.
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.
Location: On site listed in the job posting.
Weekly Scheduled Hours: Monday- Friday 8:30 AM–5 PM
Summary
The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Sales Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.
Essential Duties And Responsibilities
- Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.
- Extensive client contact, involved in all activities that align with prospective and existing clients.
- Performs account maintenance including money transfer requests, address changes, etc.
- Serves as liaison and between sales team, compliance, and other business lines throughout the firm.
- Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures.
- Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation.
- May attend client meetings, prospect meeting, and client/marketing events.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.
- Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support.
- Fulfill financial advisor requests and resolve service-related issues and inquiries.
- Process tasks and resolve issues in a timely and accurate manner.
- Ensure adherence to compliance operating policies and procedures including maintaining confidentiality and client privacy at all times.
- Maintain a focus on continuous improvement and provides feedback on system enhancements.
- Master technology to ensure it is being used to its full benefit.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
-
0-2 years’ experience required; 2-4 years’ experience preferred
-
High School diploma required for consideration (or equivalent); Bachelors preferred
-
Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred
-
Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful
-
FINRA Licenses: Series 7, 66/63 preferred
-
Appropriate State Life & Health Insurance licenses preferred
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.
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.
See all Customer Service Management Jobs at First Horizon Bank
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Service Management Jobs at First Horizon Bank.
Get Access To All JobsTips for Finding Customer Service Management Jobs at First Horizon Bank
Translate your credentials for U.S. banking standards
If your degree or professional certifications come from outside the U.S., get an official credential evaluation before applying. First Horizon's HR teams assess qualifications against U.S. banking norms, and an unevaluated foreign degree can stall your application early.
Target First Horizon's regional branch clusters
First Horizon concentrates Customer Service Management hiring in the Southeast and mid-Atlantic states. Focusing your search on those regions improves your odds, since sponsorship decisions are often made at the regional level rather than corporate headquarters.
Flag OPT or CPT authorization early in conversations
If you're on F-1 OPT, tell recruiters upfront. Banking operations roles often have defined start windows tied to branch staffing cycles, and knowing your work authorization timeline helps hiring managers plan around USCIS processing without losing your candidacy.
Prepare for the LCA wage requirement before negotiating
For H-1B or TN sponsorship, your employer files a Labor Condition Application with DOL certifying your salary meets the prevailing wage for the role and location. Research DOL wage data for Customer Service Management in your target metro before entering salary discussions.
Use Migrate Mate to surface First Horizon openings by visa type
Customer Service Management roles at First Horizon are posted across multiple locations at any given time. Use Migrate Mate to filter open positions by visa sponsorship type so you're applying only to roles where your specific authorization pathway has been supported.
Confirm Green Card sponsorship scope before accepting an offer
First Horizon sponsors EB-2 and EB-3 green card categories, but PERM labor certification timelines can stretch years depending on your country of birth. Clarify at the offer stage whether the role is eligible and what the firm's standard process looks like.
Frequently Asked Questions
Does First Horizon Bank sponsor H-1B visas for Customer Service Managements?
Yes, First Horizon Bank sponsors H-1B visas for qualifying Customer Service Management roles. Sponsorship is typically tied to roles that meet the specialty occupation standard, which for management positions in financial services generally requires a bachelor's degree or higher in a relevant field. Your offer letter should confirm the intended visa category before you accept.
How do I apply for Customer Service Management jobs at First Horizon Bank?
You can apply through First Horizon's careers portal or browse open roles filtered by visa sponsorship type on Migrate Mate. When applying, tailor your resume to regional banking operations and supervisory experience. If you're on a time-sensitive status like OPT, note your authorization type in your cover letter so recruiters can assess fit quickly.
Which visa types does First Horizon Bank commonly use for Customer Service Management roles?
First Horizon has supported H-1B, TN visa, J-1 visa, F-1 OPT, F-1 CPT, and employment-based Green Card categories including EB-2 and EB-3 for this function. TN visas are an option for Canadian and Mexican nationals in qualifying management roles. The right pathway depends on your nationality, degree, and how the specific position is classified.
What qualifications does First Horizon Bank expect for Customer Service Management positions?
Most Customer Service Management roles at First Horizon expect prior supervisory experience in a banking or financial services environment, along with a bachelor's degree in business, finance, or a related field. Familiarity with retail banking operations, compliance expectations, and team performance management is commonly emphasized in job descriptions for this function.
How do I estimate the timeline from application to sponsored employment at First Horizon Bank?
Budget three to six months from initial application to start date when sponsorship is involved. First Horizon follows standard H-1B filing cycles, meaning new H-1B petitions are subject to the USCIS annual lottery with an October 1 start date. TN and OPT transitions can move faster. Build in time for the DOL Labor Condition Application step, which must be certified before any H-1B petition is filed.