Senior Client Specialist

First Horizon Bank; Atlanta (GA); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Maternity and parental leave

Tuition reimbursement

401(k) with 6% match

Job summary

First Horizon Bank is seeking a diligent Client Specialist to support Commercial Relationship Managers on-site in Atlanta. You will review and fund loans, manage loan and account exceptions, and assist in coordinating relationship activities with clients and professionals.

The role requires a high school diploma or GED with 3–5 years in a Client Specialist position and 5+ years of banking customer service. Proficiency in MS Office is essential, along with strong communication skills.

Qualifications

• High school diploma or GED required with 3–5 years in a Client Specialist role.
• 5+ years of customer service experience in the banking industry.
• Proficiency with MS Office Suite.

Responsibilities

• 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.
• Identify clients’ operational needs and bank products/services to meet these needs and establish proficiency.
• Assist bank clients in all areas of their relationship with the bank, including loans, deposits, and other bank services.
• Authorize payment and fees of commercial client overdrafts.
• Approve and process commercial client withdrawals on lines of credit.
• Communicate with clients, attorneys, insurance companies, title companies, and other professionals.
• Assist in ordering appraisals, flood determinations, UCCs and be familiar with OFAC.
• Work with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans under supervision.
• Train on loan documentation/funding, LaserPro, and basic understanding of attorney-prepared documents.

Skills

Customer service

Banking knowledge

Communication

Education

High school diploma or GED

Tools

MS Office Suite

Job description

Job Description

Location: On site at location listed in job posting

Summary: Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.

Responsibilities

• 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 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. 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

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.