Client Specialist
Location: On site in Palm Beach Gardens, FL
Summary
Provide assistance to the Commercial and Private Banking Relationship Managers.
Key Responsibilities Include
Provide Commercial Lending Support to Commercial 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 clients withdrawals on lines of credit
Communicate with clients, attorneys, insurance companies, title companies, and various other professionals
Assist in ordering appraisals, flood determinations, UCCs 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
Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision
Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients
Open new accounts and ensure all required documentation is obtained from the client
Process wire requests for clients.
Assist other AAs and other departments with administrative support when needed
Performs all other duties as assigned
Qualifications Include
High school diploma or GED and 5+ years of experience or equivalent combination of education and experience
Microsoft Office suite
About Us
First Horizon Corp. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
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
More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
Apply Now
Summary
Provide assistance to the Commercial and Private Banking Relationship Managers.
Key Responsibilities Include
Provide Commercial Lending Support to Commercial 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 clients withdrawals on lines of credit
Communicate with clients, attorneys, insurance companies, title companies, and various other professionals
Assist in ordering appraisals, flood determinations, UCCs 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
Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision
Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients
Open new accounts and ensure all required documentation is obtained from the client
Process wire requests for clients.
Assist other AAs and other departments with administrative support when needed
Performs all other duties as assigned
Qualifications Include
High school diploma or GED and 5+ years of experience or equivalent combination of education and experience
Microsoft Office suite
About Us
First Horizon Corp. (NYSE: FHN), with $82.6 billion in assets as of September 30, 2024, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
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
More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
Follow Us
X formerly Twitter
YouTube
Apply Now