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 position5+ years customer service experience in the banking industryProficiency with MS Office SuiteAbout 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 visionHSA with company matchMaternity and parental leaveTuition reimbursementMentor program401(k) with 6% matchWe 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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