Client Specialist

First Horizon Bank • Fort Lauderdale, FL • 4d ago

Description

Location: On site at location listed in job posting

Summary

Supports Bank clients and sales staff by performing moderately complex daily clerical functions, to maintain the office and document processing. Provide assistance to Commercial Relationship Managers in the department.

Responsibilities

Provide Commercial Lending Support to Commercial Relationship Managers, often serving as a primary point of contact for clients' operational needs

Assist with maintaining Relationship Managers' portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues

Learn to identify clients' operational needs and bank products/services to meet these needs

Open and maintain commercial depository accounts and related documentation in accordance with policy, including Beneficial Ownership, OFAC and other requirements

Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, Treasury Management, and other bank services

Research and coordinate responses to client needs, with other departments within the bank, as needed

Process payment and fees of commercial client overdrafts

Process commercial client draws and paydowns on lines of credit

Complete routine servicing of depository accounts

Communicate with clients, attorneys, insurance companies, title companies, and various other professionals to assist with loan and deposit account management

Assist in ordering appraisals and other loan due diligence as needed

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

Data extraction and reporting: Extract, clean, and transform data from various sources, ensuring data accuracy and integrity. Generate regular reports, presenting data findings to leaders in a clear and concise manner.

Experience with data visualization tools and systems (e.g., Power BI, Excel, Salesforce, nCino, and PowerPoint).

Processes cashless teller transactions as needed.

Requirements

High school diploma or GED and 2-4 years of experience or equivalent combination of education and experience

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 (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)

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

Assistant Center Manager - Physical Therapist

Select Medical • Sunrise, FL • 2h ago

Hospital & Medical

Overview Position : Assistant Center Manager - Physical Therapist (Outpatient) Location: 10095 W. Oakland Park Blvd. Sunrise, FL 33351 Schedule: Full time, Monday-Friday Compensation: $80,000-$94,000/year. Rate increases...

2h ago

Go to Apply

Sales Associate

Tommy Bahama • Fort Lauderdale, FL • 4h ago

Sales & Marketing

Please click here ( https://www.oxfordinc.com/copy-of-personnel-privacy-policy ) to review our Applicant Privacy Policy. LIVE THE ISLAND LIFE Tommy Bahama is more than just an island inspired brand, it's a lifestyle! Liv...

4h ago

Go to Apply

Advanced Security Technician

Mobile Communications America • Fort Lauderdale, FL • 6h ago

IT & Engineering

Mobile Communications America (MCA) , your trusted advisor for wireless communications, data, and security, is seeking an experienced Advanced Security Technician to support our growing Security Division in a dynamic air...

6h ago

Go to Apply

AGRICULTURE AND CONSUMER PROTECT SPEC - 42000387

MyFlorida • Coconut Creek, FL • 6h ago

AGRICULTURE AND CONSUMER PROTECT SPEC - 42000387 Date: Aug 12, 2025 The State Personnel System is an E-Verify employer. For more information click on our E-Verify Website ( http://www.dms.myflorida.com/workforce\operatio...

6h ago

Go to Apply

A&P Mechanic

Aerotek • Sunrise, FL • 6h ago

Manufacturing & Warehouse

Job Title: A&P Mechanic Job Description We are seeking skilled A&P Mechanics to join our repair station team at Fort Lauderdale Airport. This is an opportunity to work on a variety of aircraft, with a focus on co...

6h ago

Go to Apply

A&P Mechanic

Aerotek • Hollywood, FL • 6h ago

Manufacturing & Warehouse

6h ago

Go to Apply

Academic Instructor

Adams and Associates • Miami Gardens, FL • 6h ago

Academic Instructor Job Details Job Location Miami - Miami Gardens, FL Position Type Full Time Education Level 4 Year Degree Salary Range $43888.00 Travel Percentage None Job Shift Day Job Category Education Description...

6h ago

Go to Apply

Accounts Payable

Polaris Pharmacy Services, LLC • Fort Lauderdale, FL • 6h ago

Finance, Accounting & Banking

Accounts Payable Job Details Job Location Polaris Pharmacy Services of Ft Lauderdale - Ft. Lauderdale, FL Position Type Full Time Travel Percentage None Job Category Accounting Description ACCOUNTS PAYABLE WHO WE ARE Pol...

6h ago

Go to Apply

Accounting Analyst - GALLERYone Doubletree Suites by Hilton

Hilton • Fort Lauderdale, FL • 6h ago

Finance, Accounting & Banking

GALLERYone Doubletree Suites by Hilton ( https://www.hilton.com/en/hotels/flltsdt-galleryone-doubletree-suites/)is looking to welcome an Accounting Analyst to join the team! Our 231 room hotel is located on the intracoas...

6h ago

Go to Apply

Buyer (Indirect)

Aston Carter • Deerfield Beach, FL • 10h ago

Retail & Hospitality

Job Title: Buyer (Indirect)Job Description We are seeking a dedicated and detail-oriented Buyer (Indirect) to join our team. This role involves managing the procurement of indirect goods and services, ensuring efficient...

10h 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.