Private Banking Client Specialist - Orlando
3.
5 Quick Apply Full-time 5 hours ago Full Job Description Provide assistance to the Commercial and Private Banking Relationship Managers.
Responsibilities:
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 Requirements:
High school diploma or GED and 0-3 years of experience or equivalent combination of education and experience Working knowledge of MS Office Suite 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 About Us First Horizon Corp.
(NYSE:
FHN), with $89.
1 billion in assets as of December 31, 2021, 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, mortgage, and title insurance 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.
Follow Us Facebook - facebook.
com/FirstHorizonBank Twitter - twitter.
com/FirstHorizonBnk LinkedIn - linkedin.
com/company/first-horizon-bank Instagram - instagram.
com/first_horizon YouTube - youtube.
com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q 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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The 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 60-1.
35(c) Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
5 Quick Apply Full-time 5 hours ago Full Job Description Provide assistance to the Commercial and Private Banking Relationship Managers.
Responsibilities:
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 Requirements:
High school diploma or GED and 0-3 years of experience or equivalent combination of education and experience Working knowledge of MS Office Suite 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 About Us First Horizon Corp.
(NYSE:
FHN), with $89.
1 billion in assets as of December 31, 2021, 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, mortgage, and title insurance 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.
Follow Us Facebook - facebook.
com/FirstHorizonBank Twitter - twitter.
com/FirstHorizonBnk LinkedIn - linkedin.
com/company/first-horizon-bank Instagram - instagram.
com/first_horizon YouTube - youtube.
com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q 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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The 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 60-1.
35(c) Quick Apply.
Estimated Salary: $20 to $28 per hour based on qualifications.
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