Senior Commercial Client Advisor

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

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.