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Client Specialist
First Horizon Dallas, TX
$50k-60k (estimate)
Full Time | Banking 4 Months Ago
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First Horizon is Hiring a Client Specialist Near Dallas, TX

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

  1. High school diploma or GED and 3-5 years of experience or equivalent combination of education and experience
  2. Proficiency with MS Office Suite

Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

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 UsFirst 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 UsFacebook -- facebook.com/FirstHorizonBankTwitter -- twitter.com/FirstHorizonBnkLinkedIn -- linkedin.com/company/first-horizon-bankInstagram -- instagram.com/first_horizonYouTube -- 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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$50k-60k (estimate)

POST DATE

12/06/2023

EXPIRATION DATE

03/28/2024

WEBSITE

firsthorizon.com

HEADQUARTERS

MEMPHIS, TN

SIZE

3,000 - 7,500

FOUNDED

1864

TYPE

Public

CEO

D BRYAN JORDAN

REVENUE

$3B - $5B

INDUSTRY

Banking

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The following is the career advancement route for Client Specialist positions, which can be used as a reference in future career path planning. As a Client Specialist, it can be promoted into senior positions as a Customer Success Associate II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Specialist. You can explore the career advancement for a Client Specialist below and select your interested title to get hiring information.

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If you are interested in becoming a Client Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Specialist jobs

A good client specialist always consistently deliver a high level of service to achieve and maintain high client and broker satisfaction levels and support client and member retention.

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The number one skill you need to excel in customer service is problem-solving.

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Client Specialist need to show that they are perfectly capable of talking about your product.

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Client specialist need a customer focus and should be willing to bear any situation to make sure the customer remains happy with your service.

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Step 3: View the best colleges and universities for Client Specialist.

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