Financial Services Specialist
4 weeks ago
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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