Back to Jobs search

Private Banking Client Specialist

First Horizon Bank • Ponte Vedra Beach, FL • 2w ago

Description

Provide assistance to the Private Banking Relationship Managers.

Location: On site at location listed in job posting.

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 private wealth client overdrafts

Approve and process private wealth clients' withdrawals on lines of credit

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 5-7 years of experience or equivalent combination of education and experience

Working knowledge of 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 (https://urldefense.com/v3/\_https:/www.firsthorizon.com/\\;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\kmPxl66_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .

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

Facebook (https://www.facebook.com/FirstHorizonBank)

X formerly Twitter

LinkedIn (http://www.linkedin.com/company/first-horizon-bank)

Instagram

YouTube (https://www.youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q)

Qualifications

Skills

Required

Analytical Reasoning: Novice

Active Listening: Novice

Behaviors

Required

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Team Player: Works well as a member of a group

Dedicated: Devoted to a task or purpose with loyalty or integrity

Motivations

Required

Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work

Growth Opportunities: Inspired to perform well by the chance to take on more responsibility

Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Similar Jobs

Customer Service Representative

Naders Pest Raiders • Ponte Vedra Beach, FL • 2d ago

Management & Administrative

10066 Sawgrass Drive West, Ponte Vedra Beach, FL, United States | 3021 - Ponte Vedra FL | 20 per hour | Full Time | Three insurance plans, a 401(k) with company match, an HSA, pet insurance, nine paid holidays, and life...

2d ago

Go to Apply

Delivery Driver

Sherwin-Williams • St Johns, FL • 4d ago

Retail & Hospitality

SWDS Driver are responsible for delivering products to customers from Sherwin-Williams stores using Company vans or pick-up trucks. Drivers ensure deliveries are complete, packed correctly, and safely delivered to the co...

4d ago

Go to Apply

Order Fulfillment Associate Part Time

BJs Wholesale Club • St Johns, FL • 5d ago

Manufacturing & Warehouse

Join our team of more than 34,000 team members, supporting our members and communities in our Club Support Center, 235+ clubs and eight distribution centers. BJ's Wholesale Club offers a collaborative and inclusive envir...

5d ago

Go to Apply

Medical Assistant

Actalent • Jacksonville Beach, FL • 1w ago

Hospital & Medical

Medical Assistant - Jacksonville, FLJob Description We are seeking a dedicated and skilled Medical Assistant to join our team in a primary care setting. The role involves comprehensive patient care and administrative dut...

1w ago

Go to Apply

Medical Assistant - Neurosurgery

Ascension Health • St Johns, FL • 1w ago

Hospital & Medical

Details Department: Neurosurgery Schedule: Full-Time, Days Mon. - Fri. 8AM-5PM Hospital: Ascension St. Vincent's Location: 300 Saint Elizabeth Way St. Johns, Florida 32259-1152 United States Benefits Paid time off (PTO)...

1w ago

Go to Apply

Warehouse Associate

Kelly Services • Jacksonville Beach, FL • 1w ago

Manufacturing & Warehouse

Kelly is now hiring a Warehouse Associate for a company in Jacksonville, FL . Schedule: M-F 7am-3:30pm (OT until 4:30 & Saturdays may be needed when busy) Pay rate: $17/hr. MUST be able to start immediately Temporary...

1w ago

Go to Apply

Physical Therapist

Ascension Health • St Johns, FL • 2w ago

Hospital & Medical

Details Department: Physical Therapy Schedule: PRN, Days Hospital: Ascension St. Vincent's St. Johns Location: St. Johns, FL This is a PRN position and it is not eligible for benefits. Benefits Paid time off (PTO) Variou...

2w ago

Go to Apply

Customer Service Representative

U-Haul • Neptune Beach, FL • 2w ago

Management & Administrative

Location: 600 Atlantic Blvd, Neptune Beach, Florida 32266 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Servi...

2w ago

Go to Apply

Customer Service Representative

U-Haul • Neptune Beach, FL • 2w ago

Management & Administrative

2w ago

Go to Apply

Branch Manager - Jacksonville South Market - Jacksonville, FL

JPMorgan Chase • St Johns, FL • 2w ago

Management & Administrative

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitm...

2w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.