Financial Services Specialist

4 weeks ago


Fort Lauderdale, Florida, United States First Horizon Bank Full time

Job Summary

As a Client Specialist at First Horizon Bank, you will provide critical support to Commercial and Private Banking Relationship Managers. Your primary responsibilities will include:

  • Assisting Commercial Relationship Managers with commercial lending support
  • Reviewing and funding loans
  • Maintaining Relationship Managers' portfolios by clearing loan, collateral, and deposit exceptions, credit exceptions, and assisting with past dues
  • Identifying clients' operational needs and recommending bank products and services to meet these needs
  • Providing comprehensive support to clients in all areas of their relationship with the bank, including loans, deposits, and other bank services
  • Authorizing payment and fees for commercial client overdrafts
  • Approving and processing commercial clients' withdrawals on lines of credit
  • Communicating with clients, attorneys, insurance companies, title companies, and other professionals
  • Assisting with ordering appraisals, flood determinations, UCCs, and familiarizing yourself with OFAC
  • Collaborating with Bankers, Underwriters, Loan Closers, Loan Processing, and Legal Documentation areas to ensure satisfactory loan closings to clients with supervision
  • Training on loan documentation, funding, LaserPro, and basic understanding of attorney-prepared documents
  • Working closely with Bankers, Underwriters, and Loan Operations to ensure satisfactory ongoing monitoring of loans to clients with supervision
  • Collaborating with Bankers, Treasury Management, and Deposit Operations to ensure satisfactory ongoing monitoring of depository/Treasury Management accounts/services to clients
  • Opening new accounts and ensuring all required documentation is obtained from the client
  • Processing wire requests for clients
  • Providing administrative support to other AAs and departments as needed

Qualifications

To be successful in this role, you will need:

  • A high school diploma or GED and equivalent experience or a combination of education and experience
  • Proficiency in Microsoft Office suite

About Us

First Horizon Bank is a leading regional financial services company dedicated to helping our clients, communities, and associates unlock their full potential with capital and counsel. With $ billion in assets, we serve clients through a team of approximately ~, associates and ~ banking centers throughout the southeastern United States. Headquartered in Memphis, TN, First Horizon Bank operates in states across the southern region.

Benefit Highlights

  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • (k) with % match

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