Description

FHN Financial Memphis Back Office Operations is looking for an individual to provide support and oversight within the Account Services Group.

Essential Duties and Responsibilities:

The successful candidate will work closely with sales and compliance to ensure the client accounts meet Compliance standards.

• Processing of customer accounts across multiple systems

• Coordinate incoming account documentation and review for completeness and accuracy

• Perform compliance and regulatory review prior to opening the customer account

• Prepare documents and correspondence for customers requesting additional information and/or documentation from the customer

• Communicate with sales reps and sales assistants regarding account set-up status and documentation needs

• Create and maintain files

• Communicate with BSA/AML Compliance area regarding account set-up and approvals

Qualifications:

The successful candidate must possess strong communication skills and an attention to detail. The ideal candidate would be able to demonstrate:

• Collaborates effectively in a team setting

• Has customer first attitude

• Can demonstrate research and problem-solving skills; show critical thinking abilities to identify and escalate issues

• Is highly organized, able to multi-task in a fast-paced environment and able to demonstrate ability to prioritize work

• Has proven ability to analyze large sets of data in a timely manner

• Has had experience with performance and risk concepts

• Is proficient in Microsoft Office applications; strong Excel skills required

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)