Private Client Specialist Senior Position Available In Lafayette, Louisiana
Tallo's Job Summary: Support the clients and sales staff by performing daily clerical functions as a Private Client Specialist Senior. Responsibilities include providing Private Banking Support, reviewing and funding loans, and assisting with maintaining Relationship Managers portfolios. Requirements include a high school diploma, 3-5 years experience in a Client Specialist position, and 5+ years of customer service experience in the banking industry. First Horizon Corporation is hiring for this role, offering benefits such as medical, dental, vision, and more.
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 Private Banking Support to Private Bankers 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 Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
