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    Client Specialist - North Palm Beach, United States - First Horizon Bank

    First Horizon Bank
    First Horizon Bank North Palm Beach, United States

    14 hours ago

    First Horizon Bank background
    Description

    Location:
    On site in North Palm Beach, FL and Fort Lauderdale, 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 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

    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 0-3 years of experience or equivalent combination of education and experience
    Microsoft Office suite


    About UsFirst Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.

    With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States.

    Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S.

    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.
    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 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 UsFacebookX formerly TwitterLinkedIn Instagram YouTube Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

    However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

    41 CFR c)
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