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PC Client Specialist

PC Client Specialist

First Horizon BankChattanooga, TN, US
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Location : On site at location listed in job posting

Summary

Under general supervision, this position provides a variety of full service banking operations for high net worth clients that are simple to moderately complex following strict departmental standards and guidelines.

Responsibilities

  • Provide Support to Private Banking Relationship Managers
  • Review and Fund Loans
  • Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
  • Be able to identify clients' operational needs and bank products / services to meet these needs and establish proficiency.
  • Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services
  • Authorize payment and fees of commercial client overdrafts
  • Approve and process commercial client's withdrawals on lines of credit
  • Communicate with clients, attorney's, insurance companies, title companies, and various other professionals
  • Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC
  • Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
  • Train on loan documentation / funding, LaserPro, and basic understanding of attorney prepared documents

Requirements

  • High school diploma or GED and 3 - 5 years experience in a Client Specialist position
  • 5+ years customer service experience in the banking industry
  • Proficiency with MS Office Suite
  • About Us 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.

    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
  • We are an Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws.

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    Client Specialist • Chattanooga, TN, US

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